Position in KMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,351,788
+$94,686 QoQ
Shares Held
136,121
+7.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#469
of 1,815 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026CreativeOne Wealth, LLC holds $15,500,394 across 9 Oil & Gas Midstream names. KMI ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
59,242 | $4,404,049 | |
| 2 | KMI |
Kinder Morgan, Inc.
This page
|
136,121 | $4,351,788 | |
| 3 | OKE |
Oneok Inc /New/
|
16,647 | $1,447,290 | |
| 4 | TRGP |
Targa Resources Corp.
|
4,802 | $1,287,607 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
32,833 | $1,206,940 | |
| 6 | ET |
Energy Transfer LP
|
62,900 | $1,202,647 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
2,652 | $633,854 | |
| 8 | ENB |
Enbridge Inc
|
10,196 | $552,724 |
All Filings in KMI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,351,788 | 136,121 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $4,257,102 | 126,964 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,095,070 | 112,589 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,837,907 | 100,244 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,610,131 | 88,780 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $3,206,058 | 112,375 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $3,757,635 | 137,140 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,414,900 | 109,321 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,608,138 | 80,933 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,381,057 | 75,303 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $669,737 | 37,967 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $455,038 | 27,445 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $406,873 | 23,628 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $322,481 | 18,417 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $233,250 | 12,901 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $197,283 | 11,856 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $179,080 | 10,685 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $238,473 | 12,611 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $181,358 | 11,435 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $174,593 | 10,436 | Shares | Other | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||