Delap Wealth Advisory
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Delap Wealth Advisory’s Kinder Morgan KMI Stock Holding History

Delap Wealth Advisory’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 		– Sell
-6,436
Closed -$206K – 86
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Delap Wealth Advisory's KMI Position: Q3 2026 in Review

Delap Wealth Advisory sold out of Kinder Morgan (KMI) in Q3 2026, closing a stake of 6,436 shares — an estimated $206K sold.

Delap Wealth Advisory first reported a position in KMI in Q4 2023 and held it in 3 quarters. The position peaked at $237K in Q4 2023. 1,181 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • Delap Wealth Advisory reported no remaining Kinder Morgan position as of Q3 2026 after selling out during the quarter.
  • Delap Wealth Advisory sold 6,436 Kinder Morgan shares in Q3 2026, an estimated $206K.
  • Delap Wealth Advisory first reported a position in Kinder Morgan in Q4 2023 and held it in 3 quarters.
  • Delap Wealth Advisory's Kinder Morgan position peaked at $237K in Q4 2023.
  • 1,181 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.