Copley Financial Group’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
$282K Sell
8,822
-5,259
-37% -$169K 0.17% 84
2026
Q1
$472K Sell
14,081
-1,341
-9% -$41.9K 0.28% 55
2025
Q4
$424K Buy
15,422
+395
+3% +$10.7K 0.26% 64
2025
Q3
$425K Buy
+15,027
New +$411K 0.29% 61
2024
Q4
Sell
-221
Closed -$4.88K 156
2024
Q3
$4.88K Buy
+221
New +$4.66K ﹤0.01% 157

Other funds holding KMI

Copley Financial Group's KMI Position: Q2 2026 in Review

Copley Financial Group reduced its Kinder Morgan (KMI) stake by 37% in Q2 2026, selling an estimated $169K and leaving 8,822 shares worth $282K. The position accounts for 0.17% of the portfolio, ranked #84.

Copley Financial Group first reported a position in KMI in Q3 2024 and has held it in 5 quarters since. The position peaked at $472K in Q1 2026. 1,834 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Copley Financial Group held 8,822 shares of Kinder Morgan worth $282K as of Q2 2026.
  • Copley Financial Group sold 5,259 Kinder Morgan shares in Q2 2026, an estimated $169K.
  • Kinder Morgan made up 0.17% of Copley Financial Group's portfolio in Q2 2026, its #84 holding.
  • Copley Financial Group first reported a position in Kinder Morgan in Q3 2024 and has held it in 5 quarters since.
  • Copley Financial Group's Kinder Morgan position peaked at $472K in Q1 2026.
  • 1,834 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.