PRECEDENT WEALTH PARTNERS, LLC

Position in KMI — Kinder Morgan, Inc.

CIK 2008666 HOUSTON, TX

Position in KMI

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$3,328,332

+$426,412 QoQ

Shares Held

104,108

+20.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.88%

of 13F equity value

Holder Rank

#540

of 1,805 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

PRECEDENT WEALTH PARTNERS, LLC holds $4,945,944 across 5 Oil & Gas Midstream names. KMI ranks #1 (67.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc. This page	104,108	$3,328,332
2	WMB	Williams Companies, Inc.	8,915	$662,741
3	PAGP	Plains Gp Holdings LP	16,837	$408,633
4	OKE	Oneok Inc /New/	3,790	$329,502
5	EPD	Enterprise Products Partners L.P.	5,896	$216,736

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,328,332	104,108	+20.3%	Shares	Sole	2026-07-21
2026-03-31	$2,901,920	86,547	+2.9%	Shares	Sole	2026-04-14
2025-12-31	$2,311,689	84,092	+4.0%	Shares	Sole	2026-01-07
2025-09-30	$2,290,137	80,895	+5.3%	Shares	Sole	2025-10-14
2025-06-30	$2,259,125	76,841	+10.4%	Shares	Sole	2025-07-21
2025-03-31	$1,986,001	69,611	+18.4%	Shares	Sole	2025-04-17
2024-12-31	$1,611,448	58,812	-0.7%	Shares	Sole	2025-01-21
2024-09-30	$1,307,970	59,211	+8.1%	Shares	Sole	2024-10-17
2024-06-30	$1,088,041	54,758	+13.9%	Shares	Sole	2024-07-23
2024-03-31	$881,677	48,074	+12.1%	Shares	Sole	2024-04-23
2023-12-31	$756,738	42,899	—	Shares	Sole	2024-01-18
No filing history on record for this holder in this stock.