WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Position in KMI — Kinder Morgan, Inc.
CIK 752365
SOUTH BEND, IN
Position in KMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$960,922
-$45,581 QoQ
Shares Held
30,057
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#854
of 1,805 holders
Holding Since
Jun 2020
19 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, 2026WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $1,222,755 across 3 Oil & Gas Midstream names. KMI ranks #1 (78.6% 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 | $960,922 | 30,057 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,006,503 | 30,018 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $821,511 | 29,884 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $864,785 | 30,547 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,019,415 | 34,674 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $890,991 | 31,230 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $842,796 | 30,759 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $688,810 | 31,182 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $638,144 | 32,116 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $576,077 | 31,411 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $572,753 | 32,469 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $669,682 | 40,391 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,116,148 | 64,817 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,300,047 | 74,246 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,199,770 | 66,359 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $749,532 | 45,044 | Shares | Sole | 2022-10-21 | |
| 2020-12-31 | $145,380 | 10,635 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $131,129 | 10,635 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $161,332 | 10,635 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||