Position in KMI
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$23,465
-$3,157 QoQ
Shares Held
734
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,654
of 1,805 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Dogwood Wealth Management LLC holds $108,428 across 7 Oil & Gas Midstream names. KMI ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
338 | $29,385 | |
| 2 | KMI |
Kinder Morgan, Inc.
This page
|
734 | $23,465 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
595 | $21,872 | |
| 4 | WMB |
Williams Companies, Inc.
|
202 | $15,016 | |
| 5 | TRGP |
Targa Resources Corp.
|
35 | $9,384 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
31 | $7,409 | |
| 7 | ENB |
Enbridge Inc
|
35 | $1,897 |
All Filings in KMI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,465 | 734 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $26,622 | 794 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $550,899 | 20,040 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $844,855 | 29,843 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $772,396 | 26,272 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $741,865 | 26,003 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $719,935 | 26,275 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $486,465 | 22,022 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $362,269 | 18,232 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $247,186 | 13,478 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $6 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||