Concurrent Investment Advisors’s Kinder Morgan KMI Stock Holding History

Concurrent Investment Advisors’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 Q2	$4.91M	Buy	153,439 +1,049	+0.7%	+$33.8K	0.04%	440
2026 Q1	$5.11M	Buy	152,390 +2,139	+1%	+$66.8K	0.06%	352
2025 Q4	$4.13M	Buy	150,251 +24,630	+20%	+$665K	0.05%	375
2025 Q3	$3.56M	Buy	125,621 +3,845	+3%	+$105K	0.06%	314
2025 Q2	$3.58M	Sell	121,776 -3,551	-3%	-$97.5K	0.07%	289
2025 Q1	$3.58M	Buy	125,327 +11,046	+10%	+$306K	0.09%	241
2024 Q4	$3.13M	Buy	114,281 +1,537	+1%	+$40.1K	0.08%	239
2024 Q3	$2.49M	Buy	112,744 +5,235	+5%	+$110K	0.07%	255
2024 Q2	$2.14M	Buy	107,509 +27,813	+35%	+$530K	0.07%	256
2024 Q1	$1.46M	Buy	79,696 +11,323	+17%	+$198K	0.06%	300
2023 Q4	$1.21M	Buy	+68,373	New	+$1.17M	0.06%	301

Other funds holding KMI

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Concurrent Investment Advisors's KMI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Kinder Morgan (KMI) stake by 0.69% in Q2 2026, buying an estimated $33.8K and bringing the position to 153,439 shares worth $4.91M. The position accounts for 0.04% of the portfolio, ranked #440.

Concurrent Investment Advisors first reported a position in KMI in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.11M in Q1 2026. 673 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Concurrent Investment Advisors held 153,439 shares of Kinder Morgan worth $4.91M as of Q2 2026.
Concurrent Investment Advisors bought 1,049 Kinder Morgan shares in Q2 2026, an estimated $33.8K.
Kinder Morgan made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #440 holding.
Concurrent Investment Advisors first reported a position in Kinder Morgan in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Kinder Morgan position peaked at $5.11M in Q1 2026.
673 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.