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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Delta Financial Advisors's KMI Position: Q1 2026 in Review

Delta Financial Advisors increased its Kinder Morgan (KMI) stake by 0.17% in Q1 2026, buying an estimated $2.38K and bringing the position to 45,097 shares worth $1.51M. The position accounts for 0.39% of the portfolio, ranked #68.

Delta Financial Advisors first reported a position in KMI in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.09M in Q4 2019. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Delta Financial Advisors held 45,097 shares of Kinder Morgan worth $1.51M as of Q1 2026.
  • Delta Financial Advisors bought 76 Kinder Morgan shares in Q1 2026, an estimated $2.38K.
  • Kinder Morgan made up 0.39% of Delta Financial Advisors's portfolio in Q1 2026, its #68 holding.
  • Delta Financial Advisors first reported a position in Kinder Morgan in Q2 2019 and has held it in 28 quarters since.
  • Delta Financial Advisors's Kinder Morgan position peaked at $2.09M in Q4 2019.
  • 1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.