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Delta Financial Advisors’s Kinder Morgan KMI Stock Holding History

Delta Financial 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 		$1.45M Buy
45,305
+208
+0.5% +$6.7K 0.34% 78
2026
Q1 		$1.51M Buy
45,097
+76
+0.2% +$2.38K 0.39% 68
2025
Q4 		$1.24M Buy
45,021
+44
+0.1% +$1.19K 0.32% 82
2025
Q3 		$1.27M Buy
44,977
+320
+0.7% +$8.76K 0.36% 73
2025
Q2 		$1.31M Sell
44,657
-1,406
-3% -$38.6K 0.46% 59
2025
Q1 		$1.31M Buy
46,063
+1,258
+3% +$34.8K 0.49% 60
2024
Q4 		$1.23M Buy
44,805
+242
+0.5% +$6.31K 0.46% 61
2024
Q3 		$984K Buy
44,563
+8,820
+25% +$186K 0.36% 77
2024
Q2 		$710K Buy
35,743
+190
+0.5% +$3.62K 0.28% 78
2024
Q1 		$652K Buy
35,553
+212
+0.6% +$3.7K 0.26% 81
2023
Q4 		$623K Sell
35,341
-89
-0.3% -$1.52K 0.27% 82
2023
Q3 		$587K Buy
35,430
+3,271
+10% +$56.4K 0.26% 85
2023
Q2 		$554K Buy
32,159
+1,539
+5% +$26.1K 0.24% 88
2023
Q1 		$536K Buy
30,620
+150
+0.5% +$2.67K 0.26% 83
2022
Q4 		$551K Buy
30,470
+144
+0.5% +$2.59K 0.27% 83
2022
Q3 		$505K Buy
30,326
+417
+1% +$7.41K 0.27% 84
2022
Q2 		$501K Buy
29,909
+128
+0.4% +$2.4K 0.25% 87
2022
Q1 		$563K Sell
29,781
-3,860
-11% -$67.9K 0.24% 88
2021
Q4 		$534K Sell
33,641
-2,358
-7% -$39.2K 0.22% 94
2021
Q3 		$602K Sell
35,999
-67
-0.2% -$1.14K 0.27% 89
2021
Q2 		$657K Buy
36,066
+171
+0.5% +$3.05K 0.29% 89
2021
Q1 		$598K Buy
35,895
+1,524
+4% +$23.3K 0.28% 88
2020
Q4 		$470K Sell
34,371
-35,201
-51% -$471K 0.24% 92
2020
Q3 		$858K Sell
69,572
-4,479
-6% -$62.4K 0.47% 72
2020
Q2 		$1.12M Sell
74,051
-11,343
-13% -$172K 0.66% 57
2020
Q1 		$1.19M Sell
85,394
-13,432
-14% -$256K 0.82% 49
2019
Q4 		$2.09M Sell
98,826
-2,351
-2% -$47.6K 0.82% 49
2019
Q3 		$2.08M Buy
101,177
+3,048
+3% +$62.6K 0.84% 50
2019
Q2 		$2.05M Buy
+98,129
New +$1.98M 0.85% 50

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Delta Financial Advisors's KMI Position: Q2 2026 in Review

Delta Financial Advisors increased its Kinder Morgan (KMI) stake by 0.46% in Q2 2026, buying an estimated $6.7K and bringing the position to 45,305 shares worth $1.45M. The position accounts for 0.34% of the portfolio, ranked #78.

Delta Financial Advisors first reported a position in KMI in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.09M in Q4 2019. 1,839 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Delta Financial Advisors held 45,305 shares of Kinder Morgan worth $1.45M as of Q2 2026.
  • Delta Financial Advisors bought 208 Kinder Morgan shares in Q2 2026, an estimated $6.7K.
  • Kinder Morgan made up 0.34% of Delta Financial Advisors's portfolio in Q2 2026, its #78 holding.
  • Delta Financial Advisors first reported a position in Kinder Morgan in Q2 2019 and has held it in 29 quarters since.
  • Delta Financial Advisors's Kinder Morgan position peaked at $2.09M in Q4 2019.
  • 1,839 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.