Root Financial Partners, LLC

Position in KMI — Kinder Morgan, Inc.

CIK 1977181 ENCINITAS, CA

Position in KMI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$245,401

+$12,737 QoQ

Shares Held

7,676

+10.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,371

of 1,805 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Root Financial Partners, LLC holds $2,297,588 across 5 Oil & Gas Midstream names. KMI ranks #5 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	31,633	$1,162,829
2	WMB	Williams Companies, Inc.	4,277	$317,952
3	ET	Energy Transfer LP	15,641	$299,055
4	ENB	Enbridge Inc	5,024	$272,351
5	KMI	Kinder Morgan, Inc. This page	7,676	$245,401

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$245,401	7,676	+10.6%	Shares	Sole	2026-07-29
2026-03-31	$232,664	6,939	+106.9%	Shares	Sole	2026-04-24
2025-12-31	$92,173	3,353	+2.8%	Shares	Sole	2026-02-10
2025-09-30	$92,318	3,261	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.