Position in KMI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,170,677
-$48,373 QoQ
Shares Held
36,618
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#789
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, 2026Morton Capital Management LLC/CA holds $3,684,545 across 4 Oil & Gas Midstream names. KMI ranks #1 (31.8% of the industry book) .
All Filings in KMI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,170,677 | 36,618 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,219,050 | 36,357 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $992,224 | 36,094 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,092,397 | 38,587 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,125,432 | 38,280 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,083,597 | 37,981 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,030,349 | 37,604 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $818,854 | 37,069 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $729,209 | 36,699 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $666,915 | 36,364 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $632,446 | 35,853 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $587,164 | 35,414 | Shares | Sole | 2023-12-05 | |
| 2023-06-30 | $590,112 | 34,269 | Shares | Sole | 2023-12-05 | |
| 2023-03-31 | $620,817 | 35,455 | Shares | Sole | 2023-12-05 | |
| 2022-12-31 | $634,119 | 35,073 | Shares | Sole | 2023-12-05 | |
| 2022-09-30 | $577,873 | 34,728 | Shares | Sole | 2023-12-05 | |
| 2022-06-30 | $575,638 | 34,346 | Shares | Sole | 2023-12-05 | |
| 2022-03-31 | $588,762 | 31,135 | Shares | Sole | 2023-12-05 | |
| 2021-12-31 | $493,943 | 31,144 | Shares | Sole | 2023-12-05 | |
| No filing history on record for this holder in this stock. | ||||||