Modern Wealth Management, LLC

Position in KMI — Kinder Morgan, Inc.

CIK 2001900 KANSAS CITY, MO

Position in KMI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$11,459,579

-$1,262,136 QoQ

Shares Held

358,448

-5.5% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#292

of 1,801 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Modern Wealth Management, LLC holds $20,248,279 across 11 Oil & Gas Midstream names. KMI ranks #1 (56.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc. This page	358,448	$11,459,579
2	OKE	Oneok Inc /New/	13,895	$1,208,029
3	DTM	DT Midstream, Inc.	7,882	$1,156,603
4	ENB	Enbridge Inc	20,936	$1,134,939
5	WMB	Williams Companies, Inc.	14,728	$1,094,877
6	LNG	Cheniere Energy, Inc.	4,574	$1,093,231
7	EPD	Enterprise Products Partners L.P.	27,465	$1,009,613
8	PAGP	Plains Gp Holdings LP	38,983	$946,115

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,459,579	358,448	-5.5%	Shares	Other	2026-08-14
2026-03-31	$12,721,715	379,413	-4.4%	Shares	Other	2026-05-14
2025-12-31	$10,908,276	396,809	+1.5%	Shares	Other	2026-02-17
2025-09-30	$11,072,888	391,130	+1.9%	Shares	Other	2025-11-12
2025-06-30	$11,288,188	383,952	+0.2%	Shares	Sole	2025-11-12
2025-03-31	$10,930,954	383,139	+0.2%	Shares	Other	2025-06-02
2024-12-31	$10,478,115	382,413	+946.1%	Shares	Other	2025-05-30
2024-09-30	$807,542	36,557	+11.1%	Shares	Other	2025-05-30
2024-06-30	$653,801	32,904	+28.3%	Shares	Other	2025-05-29
2024-03-31	$470,236	25,640	—	Shares	Other	2025-05-29
No filing history on record for this holder in this stock.