Position in KMI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,780,603
-$99,311 QoQ
Shares Held
337,210
+3.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#299
of 1,805 holders
Holding Since
Jun 2024
9 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, 2026Cyndeo Wealth Partners, LLC holds $27,808,207 across 6 Oil & Gas Midstream names. KMI ranks #1 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
This page
|
337,210 | $10,780,603 | |
| 2 | OKE |
Oneok Inc /New/
|
123,497 | $10,736,829 | |
| 3 | WMB |
Williams Companies, Inc.
|
63,760 | $4,739,918 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
26,744 | $983,109 | |
| 5 | ET |
Energy Transfer LP
|
25,654 | $490,504 | |
| 6 | NAT |
NORDIC AMERICAN TANKERS Ltd
|
13,943 | $77,244 |
All Filings in KMI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,780,603 | 337,210 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $10,879,914 | 324,483 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,538,339 | 310,598 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $8,362,377 | 295,386 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $8,694,315 | 295,725 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $8,095,929 | 283,769 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,407,881 | 306,857 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,678,712 | 302,341 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $5,469,853 | 275,282 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||