Avidian Wealth Enterprises’s Kinder Morgan KMI Stock Holding History

Avidian Wealth Enterprises’s Portfolio KMI Stock Details KMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.8M	Buy	159,083 +4,057	+3%	+$129K	0.13%	112
2026 Q2	$4.96M	Buy	155,026 +3,252	+2%	+$105K	0.14%	111
2026 Q1	$5.09M	Buy	151,774 +102,147	+206%	+$3.19M	0.16%	92
2025 Q4	$1.36M	Sell	49,627 -545	-1%	-$14.7K	0.05%	181
2025 Q3	$1.42M	Buy	50,172 +6,353	+14%	+$174K	0.05%	175
2025 Q2	$1.29M	Sell	43,819 -6,880	-14%	-$189K	0.05%	175
2025 Q1	$1.45M	Buy	50,699 +10	+0%	+$277	0.06%	159
2024 Q4	$1.39M	Buy	50,689 +4,498	+10%	+$117K	0.06%	150
2024 Q3	$1.02M	Sell	46,191 -1,187	-3%	-$25K	0.05%	188
2024 Q2	$941K	Buy	47,378 +11,524	+32%	+$220K	0.04%	192
2024 Q1	$658K	Buy	35,854 +978	+3%	+$17.1K	0.03%	222
2023 Q4	$615K	Sell	34,876 -16,279	-32%	-$277K	0.04%	227
2023 Q3	$848K	Sell	51,155 -2,268	-4%	-$39.1K	0.06%	183
2023 Q2	$920K	Sell	53,423 -39,552	-43%	-$672K	0.06%	188
2023 Q1	$1.63M	Buy	92,975 +33,580	+57%	+$597K	0.09%	153
2022 Q4	$1.07M	Sell	59,395 -7,993	-12%	-$144K	0.07%	168
2022 Q3	$1.12M	Sell	67,388 -663	-1%	-$11.8K	0.08%	135
2022 Q2	$1.14M	Buy	68,051 +3,207	+5%	+$60K	0.08%	149
2022 Q1	$1.23M	Buy	64,844 +664	+1%	+$11.7K	0.08%	167
2021 Q4	$1.02M	Buy	64,180 +7,288	+13%	+$121K	0.06%	185
2021 Q3	$952K	Buy	56,892 +2,613	+5%	+$44.4K	0.07%	135
2021 Q2	$989K	Buy	54,279 +2,121	+4%	+$37.8K	0.08%	133
2021 Q1	$868K	Buy	52,158 +9,675	+23%	+$148K	0.07%	135
2020 Q4	$581K	Sell	42,483 -17,146	-29%	-$229K	0.06%	160
2020 Q3	$735K	Buy	59,629 +14,054	+31%	+$196K	0.08%	117
2020 Q2	$691K	Buy	45,575 +8,952	+24%	+$136K	0.09%	110
2020 Q1	$510K	Buy	36,623 +20,126	+122%	+$383K	0.08%	103
2019 Q4	$349K	Buy	16,497 +802	+5%	+$16.2K	0.05%	158
2019 Q3	$323K	Buy	15,695 +294	+2%	+$6.04K	0.05%	142
2019 Q2	$322K	Sell	15,401 -485	-3%	-$9.78K	0.08%	96
2019 Q1	$318K	Buy	+15,886	New	+$297K	0.07%	90
2016 Q1	–	Sell	-30,421	Closed	-$454K	–	83
2015 Q4	$454K	Buy	+30,421	New	+$725K	0.22%	21

Other funds holding KMI

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Avidian Wealth Enterprises's KMI Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Kinder Morgan (KMI) stake by 2.6% in Q3 2026, buying an estimated $129K and bringing the position to 159,083 shares worth $4.8M. The position accounts for 0.13% of the portfolio, ranked #112.

Avidian Wealth Enterprises first reported a position in KMI in Q4 2015 and has held it in 32 quarters since. The position peaked at $5.09M in Q1 2026. 83 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

Avidian Wealth Enterprises held 159,083 shares of Kinder Morgan worth $4.8M as of Q3 2026.
Avidian Wealth Enterprises bought 4,057 Kinder Morgan shares in Q3 2026, an estimated $129K.
Kinder Morgan made up 0.13% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #112 holding.
Avidian Wealth Enterprises first reported a position in Kinder Morgan in Q4 2015 and has held it in 32 quarters since.
Avidian Wealth Enterprises's Kinder Morgan position peaked at $5.09M in Q1 2026.
83 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.