Trek Financial, LLC

Position in KMI — Kinder Morgan, Inc.

CIK 1768195 Scottsdale, AZ

Position in KMI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,234,393

-$77,702 QoQ

Shares Held

38,611

-1.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#776

of 1,805 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Trek Financial, LLC holds $7,101,601 across 5 Oil & Gas Midstream names. KMI ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FLNG	Flex LNG Ltd.	170,371	$4,780,610
2	KMI	Kinder Morgan, Inc. This page	38,611	$1,234,393
3	EPD	Enterprise Products Partners L.P.	13,534	$497,509
4	ET	Energy Transfer LP	17,789	$340,125
5	WMB	Williams Companies, Inc.	3,349	$248,964

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,234,393	38,611	-1.3%	Shares	Sole	2026-08-13
2026-03-31	$1,312,095	39,132	+1.5%	Shares	Sole	2026-05-13
2025-12-31	$1,060,316	38,571	+0.3%	Shares	Sole	2026-02-04
2025-09-30	$1,088,377	38,445	+0.8%	Shares	Sole	2025-10-31
2025-06-30	$1,121,610	38,150	+0.3%	Shares	Sole	2025-08-13
2025-03-31	$1,085,423	38,045	+0.7%	Shares	Sole	2025-04-30
2024-12-31	$1,035,446	37,790	+6.9%	Shares	Sole	2025-02-13
2024-09-30	$780,726	35,343	-0.2%	Shares	Sole	2024-11-14
2024-06-30	$703,358	35,398	0.0%	Shares	Sole	2024-08-12
2024-03-31	$649,199	35,398	0.0%	Shares	Sole	2024-05-14
2023-12-31	$624,420	35,398	-3.2%	Shares	Sole	2024-02-08
2023-09-30	$606,330	36,570	0.0%	Shares	Sole	2023-11-14
2023-06-30	$629,735	36,570	0.0%	Shares	Sole	2023-08-14
2023-03-31	$640,340	36,570	0.0%	Shares	Sole	2023-05-12
2022-12-31	$661,185	36,570	+3.3%	Shares	Sole	2023-02-13
2022-09-30	$589,305	35,415	+0.7%	Shares	Sole	2022-11-14
2022-06-30	$589,281	35,160	-0.0%	Shares	Sole	2022-08-10
2022-03-31	$665,045	35,169	+0.0%	Shares	Sole	2022-05-10
2021-12-31	$557,637	35,160	-0.1%	Shares	Sole	2022-01-19
2021-09-30	$589,080	35,211	+0.1%	Shares	Sole	2021-11-12
2021-06-30	$640,966	35,160	-0.3%	Shares	Sole	2021-08-06
2021-03-31	$587,212	35,268	+0.3%	Shares	Sole	2021-05-17
2020-12-31	$480,637	35,160	0.0%	Shares	Sole	2021-02-16
2020-09-30	$433,522	35,160	—	Shares	Sole	2020-11-17
No filing history on record for this holder in this stock.