Position in KMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$590,038
-$10,316 QoQ
Shares Held
18,456
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,014
of 1,805 holders
Holding Since
Jun 2024
8 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, 2026WCG Wealth Advisors LLC holds $16,121,931 across 6 Oil & Gas Midstream names. KMI ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
60,503 | $5,260,130 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
107,100 | $3,936,996 | |
| 3 | WMB |
Williams Companies, Inc.
|
47,494 | $3,530,703 | |
| 4 | ENB |
Enbridge Inc
|
31,538 | $1,709,674 | |
| 5 | ET |
Energy Transfer LP
|
57,238 | $1,094,390 | |
| 6 | KMI |
Kinder Morgan, Inc.
This page
|
18,456 | $590,038 |
All Filings in KMI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,038 | 18,456 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $600,354 | 17,905 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $532,976 | 19,388 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $480,873 | 16,986 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $499,770 | 16,999 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $447,853 | 16,345 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $362,121 | 16,393 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $294,731 | 14,833 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||