Position in KMI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$722,841
-$61,123 QoQ
Shares Held
22,610
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#931
of 1,805 holders
Holding Since
Jun 2021
13 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, 2026PEAK FINANCIAL ADVISORS LLC holds $4,076,477 across 3 Oil & Gas Midstream names. KMI ranks #2 (17.7% of the industry book) .
All Filings in KMI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,841 | 22,610 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $783,964 | 23,381 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $638,427 | 23,224 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $676,948 | 23,912 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $702,983 | 23,911 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $683,864 | 23,970 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $656,750 | 23,969 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $534,754 | 24,208 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $486,735 | 24,496 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $444,836 | 24,255 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $424,859 | 24,085 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $352,640 | 21,269 | Shares | Sole | 2023-10-10 | |
| 2021-06-30 | $239,323 | 13,128 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||