Position in KMI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$68,799
+$9,586 QoQ
Shares Held
2,152
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,556
of 1,805 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $396,647 across 9 Oil & Gas Midstream names. KMI ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
6,316 | $120,761 | |
| 2 | KMI |
Kinder Morgan, Inc.
This page
|
2,152 | $68,799 | |
| 3 | DTM |
DT Midstream, Inc.
|
410 | $60,163 | |
| 4 | ENB |
Enbridge Inc
|
788 | $42,717 | |
| 5 | WMB |
Williams Companies, Inc.
|
500 | $37,170 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
600 | $22,056 | |
| 7 | MPLX |
Mplx LP
|
389 | $21,912 | |
| 8 | LPG |
Dorian Lpg Ltd.
|
500 | $17,390 |
All Filings in KMI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,799 | 2,152 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $59,213 | 2,154 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $60,979 | 2,154 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $63,357 | 2,155 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $101,595 | 3,561 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $90,447 | 3,301 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $72,919 | 3,301 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $65,590 | 3,301 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $114,331 | 6,234 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $66,008 | 3,742 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $73,300 | 4,421 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $76,026 | 4,415 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $77,184 | 4,408 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $152,522 | 8,436 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $150,689 | 8,991 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $154,097 | 8,149 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $129,147 | 8,143 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $47,312 | 2,828 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $130,854 | 7,178 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $119,513 | 7,178 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $27 | 2 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||