Delap Wealth Advisory’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
$206K Buy
6,436
+54
+0.8% +$1.74K 0.07% 88
2026
Q1
$214K Buy
+6,382
New +$199K 0.08% 85
2024
Q1
Sell
-13,458
Closed -$237K 266
2023
Q4
$237K Buy
+13,458
New +$229K 0.11% 81

Other funds holding KMI

Delap Wealth Advisory's KMI Position: Q2 2026 in Review

Delap Wealth Advisory increased its Kinder Morgan (KMI) stake by 0.85% in Q2 2026, buying an estimated $1.74K and bringing the position to 6,436 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #88.

Delap Wealth Advisory first reported a position in KMI in Q4 2023 and has held it in 3 quarters since. The position peaked at $237K in Q4 2023. 1,839 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Delap Wealth Advisory held 6,436 shares of Kinder Morgan worth $206K as of Q2 2026.
  • Delap Wealth Advisory bought 54 Kinder Morgan shares in Q2 2026, an estimated $1.74K.
  • Kinder Morgan made up 0.07% of Delap Wealth Advisory's portfolio in Q2 2026, its #88 holding.
  • Delap Wealth Advisory first reported a position in Kinder Morgan in Q4 2023 and has held it in 3 quarters since.
  • Delap Wealth Advisory's Kinder Morgan position peaked at $237K in Q4 2023.
  • 1,839 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.