Position in KMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$333,223
-$29,336 QoQ
Shares Held
10,423
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,235
of 1,805 holders
Holding Since
Sep 2023
12 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, 2026WEALTH ALLIANCE, LLC holds $4,433,579 across 7 Oil & Gas Midstream names. KMI ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
38,177 | $2,069,575 | |
| 2 | WMB |
Williams Companies, Inc.
|
13,204 | $981,585 | |
| 3 | TRGP |
Targa Resources Corp.
|
1,572 | $421,516 | |
| 4 | OKE |
Oneok Inc /New/
|
3,994 | $347,238 | |
| 5 | KMI |
Kinder Morgan, Inc.
This page
|
10,423 | $333,223 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
7,629 | $280,442 | |
| 7 | TNCAF |
Tc Energy Corp
|
19,978 | $0 |
All Filings in KMI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,223 | 10,423 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $362,559 | 10,813 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $318,141 | 11,573 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $333,208 | 11,770 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $343,245 | 11,675 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $316,454 | 11,092 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $292,330 | 10,669 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $232,430 | 10,522 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $207,462 | 10,441 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $203,518 | 11,097 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $194,392 | 11,020 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $174,189 | 10,506 | Shares | Defined | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||