Position in KMI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,424,530
-$288,716 QoQ
Shares Held
107,117
-3.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#535
of 1,805 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026HB Wealth Management, LLC holds $33,359,088 across 17 Oil & Gas Midstream names. KMI ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
81,436 | $6,053,952 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
164,218 | $6,036,653 | |
| 3 | ET |
Energy Transfer LP
|
215,505 | $4,120,455 | |
| 4 | KMI |
Kinder Morgan, Inc.
This page
|
107,117 | $3,424,530 | |
| 5 | OKE |
Oneok Inc /New/
|
35,263 | $3,065,765 | |
| 6 | TRGP |
Targa Resources Corp.
|
11,197 | $3,002,363 | |
| 7 | ENB |
Enbridge Inc
|
29,571 | $1,603,043 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
5,553 | $1,327,222 |
All Filings in KMI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,424,530 | 107,117 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,713,246 | 110,744 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,527,210 | 91,932 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,824,998 | 99,788 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,692,716 | 91,589 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,621,564 | 91,888 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,918,712 | 70,026 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,156,985 | 52,376 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $971,861 | 48,911 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $747,611 | 40,764 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $633,452 | 35,910 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $580,565 | 35,016 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $562,852 | 32,686 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $604,112 | 34,501 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $555,526 | 30,726 | Shares | Sole | 2023-01-20 | |
| 2022-03-31 | $237,017 | 12,534 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||