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Core Wealth Partners’s Kinder Morgan KMI Stock Holding History

Core Wealth Partners’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 		$424K Sell
13,254
-7,562
-36% -$244K 0.18% 110
2026
Q1 		$698K Sell
20,816
-3,498
-14% -$109K 0.32% 76
2025
Q4 		$668K Buy
24,314
+5,900
+32% +$159K 0.3% 76
2025
Q3 		$521K Buy
+18,414
New +$504K 0.24% 89

Other funds holding KMI

Assenagon Asset Management
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
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Core Wealth Partners's KMI Position: Q2 2026 in Review

Core Wealth Partners reduced its Kinder Morgan (KMI) stake by 36% in Q2 2026, selling an estimated $244K and leaving 13,254 shares worth $424K. The position accounts for 0.18% of the portfolio, ranked #110.

Core Wealth Partners first reported a position in KMI in Q3 2025 and has held it in 4 quarters since. The position peaked at $698K in Q1 2026. 545 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Core Wealth Partners held 13,254 shares of Kinder Morgan worth $424K as of Q2 2026.
  • Core Wealth Partners sold 7,562 Kinder Morgan shares in Q2 2026, an estimated $244K.
  • Kinder Morgan made up 0.18% of Core Wealth Partners's portfolio in Q2 2026, its #110 holding.
  • Core Wealth Partners first reported a position in Kinder Morgan in Q3 2025 and has held it in 4 quarters since.
  • Core Wealth Partners's Kinder Morgan position peaked at $698K in Q1 2026.
  • 545 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.