Arete Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.65M Buy
82,955
+3,270
+4% +$105K 0.18% 139
2026
Q1
$2.66M Sell
79,685
-3,285
-4% -$103K 0.2% 131
2025
Q4
$2.28M Buy
82,970
+9,779
+13% +$264K 0.16% 151
2025
Q3
$2.07M Buy
73,191
+1,318
+2% +$36.1K 0.13% 158
2025
Q2
$2.11M Buy
71,873
+776
+1% +$21.3K 0.15% 132
2025
Q1
$2.03M Sell
71,097
-3,084
-4% -$85.4K 0.15% 141
2024
Q4
$2.04M Buy
74,181
+7,616
+11% +$199K 0.15% 137
2024
Q3
$1.47M Sell
66,565
-35,503
-35% -$748K 0.13% 164
2024
Q2
$2.02M Sell
102,068
-31,875
-24% -$608K 0.17% 125
2024
Q1
$2.46M Sell
133,943
-14,781
-10% -$258K 0.23% 104
2023
Q4
$2.62M Buy
148,724
+3,951
+3% +$67.3K 0.2% 106
2023
Q3
$2.4M Sell
144,773
-1,698
-1% -$29.3K 0.42% 57
2023
Q2
$2.52M Buy
146,471
+7,816
+6% +$133K 0.22% 100
2023
Q1
$2.43M Sell
138,655
-428
-0.3% -$7.61K 0.2% 103
2022
Q4
$2.51M Buy
139,083
+5,086
+4% +$91.5K 0.22% 92
2022
Q3
$2.23M Buy
133,997
+69,050
+106% +$1.23M 0.22% 94
2022
Q2
$1.09M Sell
64,947
-49,121
-43% -$920K 0.11% 141
2022
Q1
$2.16M Buy
114,068
+6,560
+6% +$115K 0.18% 109
2021
Q4
$1.74M Buy
107,508
+20,249
+23% +$337K 0.15% 133
2021
Q3
$1.46M Buy
87,259
+41,322
+90% +$702K 0.16% 124
2021
Q2
$825K Buy
45,937
+4,445
+11% +$79.2K 0.12% 156
2021
Q1
$691K Buy
41,492
+1,247
+3% +$19K 0.09% 199
2020
Q4
$550K Buy
40,245
+16,286
+68% +$218K 0.08% 219
2020
Q3
$295K Buy
23,959
+370
+2% +$5.16K 0.04% 294
2020
Q2
$358K Buy
23,589
+190
+0.8% +$2.89K 0.06% 264
2020
Q1
$326K Buy
23,399
+476
+2% +$9.06K 0.06% 236
2019
Q4
$485K Sell
22,923
-3,521
-13% -$71.3K 0.08% 234
2019
Q3
$545K Buy
26,444
+1,185
+5% +$24.3K 0.1% 206
2019
Q2
$527K Buy
25,259
+779
+3% +$15.7K 0.1% 213
2019
Q1
$490K Buy
24,480
+835
+4% +$15.6K 0.1% 207
2018
Q4
$364K Buy
+23,645
New +$400K 0.09% 239

Other funds holding KMI

Arete Wealth Advisors's KMI Position: Q2 2026 in Review

Arete Wealth Advisors increased its Kinder Morgan (KMI) stake by 4.1% in Q2 2026, buying an estimated $105K and bringing the position to 82,955 shares worth $2.65M. The position accounts for 0.18% of the portfolio, ranked #139.

Arete Wealth Advisors first reported a position in KMI in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.66M in Q1 2026. 1,836 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Arete Wealth Advisors held 82,955 shares of Kinder Morgan worth $2.65M as of Q2 2026.
  • Arete Wealth Advisors bought 3,270 Kinder Morgan shares in Q2 2026, an estimated $105K.
  • Kinder Morgan made up 0.18% of Arete Wealth Advisors's portfolio in Q2 2026, its #139 holding.
  • Arete Wealth Advisors first reported a position in Kinder Morgan in Q4 2018 and has held it in 31 quarters since.
  • Arete Wealth Advisors's Kinder Morgan position peaked at $2.66M in Q1 2026.
  • 1,836 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.