Position in KMI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,899,913
-$341,802 QoQ
Shares Held
59,428
-11.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#676
of 1,805 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Clearstead Advisors, LLC holds $10,908,557 across 35 Oil & Gas Midstream names. KMI ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
93,924 | $3,452,646 | |
| 2 | WMB |
Williams Companies, Inc.
|
25,766 | $1,915,444 | |
| 3 | KMI |
Kinder Morgan, Inc.
This page
|
59,428 | $1,899,913 | |
| 4 | ENB |
Enbridge Inc
|
22,533 | $1,221,513 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
2,972 | $710,337 | |
| 6 | OKE |
Oneok Inc /New/
|
4,921 | $427,831 | |
| 7 | TRGP |
Targa Resources Corp.
|
1,260 | $337,856 | |
| 8 | MPLX |
Mplx LP
|
4,038 | $227,460 |
All Filings in KMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,899,913 | 59,428 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,241,715 | 66,857 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,142,979 | 41,578 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,153,094 | 40,731 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $983,753 | 33,461 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $887,197 | 31,097 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $979,659 | 35,754 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $912,802 | 41,322 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $832,135 | 41,879 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $22,961 | 1,252 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $21,379 | 1,212 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $29,180 | 1,760 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $34,009 | 1,975 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $37,243 | 2,127 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $31,513 | 1,743 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $57,291 | 3,443 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $34,425 | 2,054 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $27,608 | 1,460 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $23,155 | 1,460 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $35,216 | 2,105 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $55,054 | 3,020 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $45,987 | 2,762 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $37,756 | 2,762 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $34,055 | 2,762 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $58,267 | 3,841 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $14,156 | 1,017 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||