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Diversified Trust’s Kinder Morgan KMI Stock Holding History

Diversified Trust’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 		$924K Sell
28,902
-343
-1% -$11.1K 0.01% 535
2026
Q1 		$981K Sell
29,245
-3,891
-12% -$122K 0.02% 466
2025
Q4 		$911K Sell
33,136
-17,465
-35% -$472K 0.02% 465
2025
Q3 		$1.43M Sell
50,601
-5,402
-10% -$148K 0.03% 329
2025
Q2 		$1.65M Buy
56,003
+35,004
+167% +$961K 0.04% 275
2025
Q1 		$599K Sell
20,999
-232
-1% -$6.42K 0.01% 516
2024
Q4 		$582K Buy
21,231
+69
+0.3% +$1.8K 0.01% 551
2024
Q3 		$467K Buy
+21,162
New +$446K 0.01% 607
2021
Q3 		– Sell
-10,557
Closed -$192K – 831
2021
Q2 		$192K Buy
+10,557
New +$188K 0.01% 715
2020
Q1 		– Sell
-9,864
Closed -$209K – 459
2019
Q4 		$209K Sell
9,864
-7,092
-42% -$144K 0.01% 417
2019
Q3 		$349K Buy
16,956
+5,616
+50% +$115K 0.02% 247
2019
Q2 		$237K Sell
11,340
-46
-0.4% -$928 0.01% 318
2019
Q1 		$228K Sell
11,386
-612
-5% -$11.4K 0.01% 313
2018
Q4 		$185K Buy
+11,998
New +$203K 0.01% 321

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Diversified Trust's KMI Position: Q2 2026 in Review

Diversified Trust reduced its Kinder Morgan (KMI) stake by 1.2% in Q2 2026, selling an estimated $11.1K and leaving 28,902 shares worth $924K. The position accounts for 0.01% of the portfolio, ranked #535.

Diversified Trust first reported a position in KMI in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.65M in Q2 2025. 318 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Diversified Trust held 28,902 shares of Kinder Morgan worth $924K as of Q2 2026.
  • Diversified Trust sold 343 Kinder Morgan shares in Q2 2026, an estimated $11.1K.
  • Kinder Morgan made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #535 holding.
  • Diversified Trust first reported a position in Kinder Morgan in Q4 2018 and has held it in 14 quarters since.
  • Diversified Trust's Kinder Morgan position peaked at $1.65M in Q2 2025.
  • 318 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.