Atria Investments’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
Q1
$2.63M Sell
78,511
-2,175
-3% -$68K 0.03% 590
2025
Q4
$2.22M Sell
80,686
-1,998
-2% -$54K 0.03% 685
2025
Q3
$2.34M Sell
82,684
-20,011
-19% -$548K 0.03% 665
2025
Q2
$3.02M Sell
102,695
-54,688
-35% -$1.5M 0.04% 560
2025
Q1
$4.49M Buy
157,383
+72,235
+85% +$2M 0.06% 406
2024
Q4
$2.33M Sell
85,148
-3,862
-4% -$101K 0.03% 618
2024
Q3
$1.97M Sell
89,010
-9,208
-9% -$194K 0.02% 675
2024
Q2
$1.95M Sell
98,218
-16,044
-14% -$306K 0.03% 655
2024
Q1
$2.1M Sell
114,262
-2,795
-2% -$48.8K 0.03% 633
2023
Q4
$2.06M Sell
117,057
-2,431
-2% -$41.4K 0.03% 586
2023
Q3
$1.98M Sell
119,488
-5,090
-4% -$87.7K 0.04% 569
2023
Q2
$2.15M Buy
124,578
+9,713
+8% +$165K 0.04% 524
2023
Q1
$2.01M Buy
114,865
+2,236
+2% +$39.8K 0.04% 538
2022
Q4
$2.04M Buy
112,629
+3,320
+3% +$59.7K 0.04% 501
2022
Q3
$1.82M Buy
109,309
+3,784
+4% +$67.3K 0.04% 515
2022
Q2
$1.77M Sell
105,525
-39,133
-27% -$733K 0.04% 541
2022
Q1
$2.73M Buy
144,658
+16,505
+13% +$291K 0.05% 463
2021
Q4
$2.03M Buy
+128,153
New +$2.13M 0.04% 559
2021
Q2
Sell
-61,930
Closed -$1.03M 778
2021
Q1
$1.03M Buy
+61,930
New +$946K 0.02% 692
2020
Q4
Sell
-105,899
Closed -$1.31M 686
2020
Q3
$1.31M Sell
105,899
-27,148
-20% -$378K 0.04% 473
2020
Q2
$2.02M Sell
133,047
-52,918
-28% -$804K 0.07% 305
2020
Q1
$2.59M Sell
185,965
-114,676
-38% -$2.18M 0.2% 108
2019
Q4
$6.37M Buy
300,641
+105,857
+54% +$2.14M 0.17% 122
2019
Q3
$4.01M Buy
194,784
+12,319
+7% +$253K 0.14% 143
2019
Q2
$3.67M Buy
182,465
+48,726
+36% +$983K 0.14% 141
2019
Q1
$2.68M Buy
133,739
+119,151
+817% +$2.22M 0.11% 167
2018
Q4
$224K Sell
14,588
-4,573
-24% -$77.4K 0.01% 771
2018
Q3
$340K Buy
+19,161
New +$343K 0.01% 722
2016
Q4
Sell
-43,951
Closed -$1.02M 660
2016
Q3
$1.02M Buy
43,951
+8,925
+25% +$189K 0.09% 188
2016
Q2
$653K Buy
35,026
+9,162
+35% +$163K 0.07% 212
2016
Q1
$462K Buy
+25,864
New +$423K 0.05% 261
2015
Q4
Sell
-17,863
Closed -$494K 410
2015
Q3
$494K Sell
17,863
-313
-2% -$10.4K 0.07% 196
2015
Q2
$698K Buy
18,176
+353
+2% +$14.7K 0.08% 191
2015
Q1
$750K Sell
17,823
-4,740
-21% -$196K 0.08% 184
2014
Q4
$955K Buy
22,563
+1,800
+9% +$70.9K 0.1% 165
2014
Q3
$796K Buy
20,763
+3,300
+19% +$125K 0.08% 212
2014
Q2
$633K Buy
17,463
+405
+2% +$13.7K 0.06% 241
2014
Q1
$554K Buy
17,058
+550
+3% +$18.4K 0.06% 270
2013
Q4
$594K Sell
16,508
-4,822
-23% -$169K 0.06% 264
2013
Q3
$759K Buy
21,330
+3,574
+20% +$134K 0.08% 214
2013
Q2
$677K Buy
+17,756
New +$689K 0.08% 150

Other funds holding KMI

Atria Investments's KMI Position: Q1 2026 in Review

Atria Investments reduced its Kinder Morgan (KMI) stake by 2.7% in Q1 2026, selling an estimated $68K and leaving 78,511 shares worth $2.63M. The position accounts for 0.03% of the portfolio, ranked #590.

Atria Investments first reported a position in KMI in Q2 2013 and has held it in 41 quarters since. The position peaked at $6.37M in Q4 2019. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Atria Investments held 78,511 shares of Kinder Morgan worth $2.63M as of Q1 2026.
  • Atria Investments sold 2,175 Kinder Morgan shares in Q1 2026, an estimated $68K.
  • Kinder Morgan made up 0.03% of Atria Investments's portfolio in Q1 2026, its #590 holding.
  • Atria Investments first reported a position in Kinder Morgan in Q2 2013 and has held it in 41 quarters since.
  • Atria Investments's Kinder Morgan position peaked at $6.37M in Q4 2019.
  • 1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.