Confluence Wealth Services, Inc.

Position in KMI — Kinder Morgan, Inc.

CIK 1910411 MCMURRAY, PA

Position in KMI

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,105,202

+$705,558 QoQ

Shares Held

34,570

+190.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#812

of 1,805 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $9,182,103 across 10 Oil & Gas Midstream names. KMI ranks #2 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP	253,943	$4,855,390
2	KMI	Kinder Morgan, Inc. This page	34,570	$1,105,202
3	EPD	Enterprise Products Partners L.P.	21,002	$772,033
4	WMB	Williams Companies, Inc.	8,138	$604,978
5	ENB	Enbridge Inc	11,086	$600,972
6	OKE	Oneok Inc /New/	4,426	$384,796
7	MPLX	Mplx LP	5,733	$322,939
8	LNG	Cheniere Energy, Inc.	988	$236,141

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,105,202	34,570	+190.0%	Shares	Sole	2026-07-22
2026-03-31	$399,644	11,919	0.0%	Shares	Sole	2026-05-07
2025-12-31	$327,653	11,919	0.0%	Shares	Sole	2026-01-28
2025-09-30	$337,426	11,919	-1.2%	Shares	Sole	2025-10-28
2025-06-30	$354,593	12,061	0.0%	Shares	Sole	2025-07-22
2025-03-31	$344,100	12,061	-6.3%	Shares	Sole	2025-04-24
2024-12-31	$352,802	12,876	-10.4%	Shares	Sole	2025-01-27
2024-09-30	$317,565	14,376	-48.5%	Shares	Sole	2024-10-29
2024-06-30	$554,790	27,921	+102.2%	Shares	Sole	2024-07-31
2024-03-31	$253,257	13,809	-16.3%	Shares	Sole	2024-04-22
2022-09-30	$274,626	16,504	-5.8%	Shares	Sole	2022-11-08
2022-06-30	$293,786	17,529	0.0%	Shares	Sole	2022-08-15
2022-03-31	$331,473	17,529	-4.8%	Shares	Sole	2022-04-26
2021-12-31	$291,998	18,411	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.