Position in KMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,105,247
-$1,017,258 QoQ
Shares Held
284,806
-5.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#326
of 1,811 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Derivatives in KMI
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$3,353
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Arkadios Wealth Advisors holds $40,392,628 across 20 Oil & Gas Midstream names. KMI ranks #2 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
140,994 | $10,481,493 | |
| 2 | KMI |
Kinder Morgan, Inc.
This page
|
284,806 | $9,105,247 | |
| 3 | OKE |
Oneok Inc /New/
|
39,526 | $3,436,390 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
88,011 | $3,235,284 | |
| 5 | VG |
Venture Global, Inc.
|
265,154 | $2,951,163 | |
| 6 | ET |
Energy Transfer LP
|
133,394 | $2,550,492 | |
| 7 | PAGP |
Plains Gp Holdings LP
|
97,643 | $2,369,794 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
6,360 | $1,520,103 |
All Filings in KMI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,105,247 | 284,806 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,122,505 | 301,894 | Shares | Sole | 2026-05-18 | |
| 2026-03-31 | $3,353 | 100 | Put | Sole | 2026-05-18 | |
| 2025-12-31 | $8,526,847 | 310,180 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $2,749 | 100 | Put | Sole | 2026-02-13 | |
| 2025-09-30 | $8,553,695 | 302,144 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $2,831 | 100 | Put | Sole | 2025-10-29 | |
| 2025-06-30 | $2,940 | 100 | Put | Sole | 2025-08-04 | |
| 2025-06-30 | $8,592,561 | 292,264 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,500,578 | 157,749 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,221,838 | 81,089 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,797,176 | 81,357 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,567,961 | 78,911 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,204,974 | 65,702 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,057,588 | 59,954 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $914,105 | 55,133 | Shares | Sole | 2023-10-13 | |
| 2021-12-31 | $186,323 | 11,748 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $496,228 | 29,661 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,554,253 | 85,258 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,420,461 | 85,313 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $42,103 | 3,080 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $24,031 | 1,949 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $19,114 | 1,260 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $22,299 | 1,602 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||