Mowery & Schoenfeld Wealth Management, LLC
Position in KMI — Kinder Morgan, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in KMI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$29,636
-$1,446 QoQ
Shares Held
927
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,628
of 1,805 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $235,259 across 4 Oil & Gas Midstream names. KMI ranks #3 (12.6% of the industry book) .
All Filings in KMI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,636 | 927 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $31,082 | 927 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $25,483 | 927 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $26,243 | 927 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $29,429 | 1,001 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $28,558 | 1,001 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $27,263 | 995 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,056 | 410 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||