Position in KMI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$888,254
-$39,588 QoQ
Shares Held
27,784
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#875
of 1,805 holders
Holding Since
Dec 2021
19 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, 2026Forum Financial Management, LP holds $27,491,683 across 9 Oil & Gas Midstream names. KMI ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
147,028 | $12,782,614 | |
| 2 | ET |
Energy Transfer LP
|
392,423 | $7,503,127 | |
| 3 | MPLX |
Mplx LP
|
62,292 | $3,508,908 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
42,436 | $1,559,947 | |
| 5 | KMI |
Kinder Morgan, Inc.
This page
|
27,784 | $888,254 | |
| 6 | WMB |
Williams Companies, Inc.
|
8,409 | $625,125 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
1,122 | $268,169 | |
| 8 | ENB |
Enbridge Inc
|
4,496 | $243,728 |
All Filings in KMI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $888,254 | 27,784 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $927,842 | 27,672 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $2,002,508 | 72,845 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,047,577 | 72,327 | Shares | Other | 2025-10-24 | |
| 2025-06-30 | $1,930,198 | 65,653 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $1,785,378 | 62,579 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,736,447 | 63,374 | Shares | Other | 2025-02-20 | |
| 2024-09-30 | $1,206,974 | 54,639 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,083,073 | 54,508 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,009,488 | 55,043 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $974,097 | 55,221 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $933,636 | 56,311 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,037,367 | 60,242 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,054,837 | 60,242 | Shares | Other | 2023-04-19 | |
| 2022-12-31 | $1,062,561 | 58,770 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $973,772 | 58,520 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $958,973 | 57,218 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,127,678 | 59,634 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $992,518 | 62,580 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||