NORTHCAPE WEALTH MANAGEMENT, LLC
Position in KMI — Kinder Morgan, Inc.
CIK 1902806
WILLIAMSVILLE, NY
Position in KMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,247,258
-$652,440 QoQ
Shares Held
289,248
-2.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
3.23%
of 13F equity value
Holder Rank
#322
of 1,805 holders
Holding Since
Dec 2021
19 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, 2025CallValue
$54,207
CallShares
1,900
PutValue
$0
PutShares
0
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, 2026NORTHCAPE WEALTH MANAGEMENT, LLC holds $9,862,013 across 3 Oil & Gas Midstream names. KMI ranks #1 (93.8% of the industry book) .
All Filings in KMI
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,247,258 | 289,248 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $9,899,698 | 295,249 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,495,949 | 309,056 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $8,846,478 | 312,486 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,202,552 | 313,012 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $9,127,802 | 319,937 | Shares | Sole | 2025-04-25 | |
| 2025-03-31 | $54,207 | 1,900 | Call | Sole | 2025-04-25 | |
| 2024-12-31 | $8,882,669 | 324,185 | Shares | Sole | 2025-01-31 | |
| 2024-12-31 | $52,060 | 1,900 | Call | Sole | 2025-01-31 | |
| 2024-09-30 | $7,667,902 | 347,121 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $6,848,712 | 344,676 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $6,023,314 | 328,425 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,263,240 | 355,059 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $5,997,781 | 361,748 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,214,939 | 360,914 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,367,231 | 363,634 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,658,764 | 257,675 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,526,224 | 392,201 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,601,663 | 393,894 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $7,400,768 | 391,368 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $5,689,727 | 358,747 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||