Position in KMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,469,660
+$243,871 QoQ
Shares Held
45,970
+25.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#738
of 1,805 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Diversify Advisory Services, LLC holds $16,557,364 across 11 Oil & Gas Midstream names. KMI ranks #6 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
49,777 | $3,700,422 | |
| 2 | ENB |
Enbridge Inc
|
60,387 | $3,273,579 | |
| 3 | ET |
Energy Transfer LP
|
99,789 | $1,907,965 | |
| 4 | OKE |
Oneok Inc /New/
|
21,829 | $1,897,813 | |
| 5 | KNTK |
Kinetik Holdings Inc.
|
33,846 | $1,636,115 | |
| 6 | KMI |
Kinder Morgan, Inc.
This page
|
45,970 | $1,469,660 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
28,733 | $1,056,225 | |
| 8 | MPLX |
Mplx LP
|
10,467 | $589,606 |
All Filings in KMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,469,660 | 45,970 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,225,789 | 36,558 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,102,349 | 40,100 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,093,615 | 38,630 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,144,130 | 38,916 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $339,021 | 11,883 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $408,095 | 14,894 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||