Position in KMI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,050,661
+$220,570 QoQ
Shares Held
61,159
-8.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026NewEdge Wealth, LLC holds $29,531,416 across 16 Oil & Gas Midstream names. KMI ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
114,289 | $8,317,953 | |
| 2 | TRGP |
Targa Resources Corp.
|
17,061 | $4,277,704 | |
| 3 | ET |
Energy Transfer LP
|
172,289 | $3,325,177 | |
| 4 | KMI |
Kinder Morgan, Inc.
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|
61,159 | $2,050,661 | |
| 5 | INSW |
International Seaways, Inc.
|
24,942 | $1,817,772 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
6,197 | $1,758,460 | |
| 7 | ENB |
Enbridge Inc
|
29,525 | $1,598,483 | |
| 8 | EPD |
Enterprise Products Partners L.P.
|
39,608 | $1,498,766 |
All Filings in KMI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,050,661 | 61,159 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,830,091 | 66,573 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,566,279 | 55,326 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,660,394 | 56,476 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,376,772 | 48,257 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $912,420 | 33,300 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $719,073 | 32,552 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $693,999 | 34,927 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $809,325 | 44,129 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $830,791 | 47,097 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $850,985 | 51,326 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $830,004 | 48,200 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $844,839 | 48,249 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $796,460 | 44,052 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $459,829 | 27,634 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $244,662 | 14,598 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||