Position in KMI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$7,946
-$201,995 QoQ
Shares Held
237
-96.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $52,626 across 4 Oil & Gas Midstream names. KMI ranks #2 (15.1% of the industry book) .
All Filings in KMI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,946 | 237 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $209,941 | 7,637 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $216,203 | 7,637 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $224,527 | 7,637 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $217,883 | 7,637 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $469,553 | 17,137 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $400,646 | 18,137 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $360,382 | 18,137 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $350,972 | 19,137 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $348,160 | 19,737 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $360,399 | 21,737 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $374,311 | 21,737 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||