Diversify Advisory Services’s Kinder Morgan KMI Stock Holding History

Diversify Advisory Services’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	$1.55M	Buy	47,275 +1,305	+3%	+$41.4K	0.02%	522
2026 Q2	$1.46M	Buy	45,970 +9,412	+26%	+$303K	0.02%	508
2026 Q1	$1.16M	Sell	36,558 -3,542	-9%	-$111K	0.18%	59
2025 Q4	$1.12M	Buy	40,100 +1,470	+4%	+$39.7K	0.04%	373
2025 Q3	$1.01M	Sell	38,630 -286	-0.7%	-$7.83K	0.03%	367
2025 Q2	$1.03M	Buy	38,916 +27,033	+227%	+$742K	0.04%	320
2025 Q1	$323K	Sell	11,883 -3,011	-20%	-$83.4K	0.02%	474
2024 Q4	$419K	Buy	+14,894	New	+$388K	0.02%	401

Other funds holding KMI

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Diversify Advisory Services's KMI Position: Q3 2026 in Review

Diversify Advisory Services increased its Kinder Morgan (KMI) stake by 2.8% in Q3 2026, buying an estimated $41.4K and bringing the position to 47,275 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #522.

Diversify Advisory Services first reported a position in KMI in Q4 2024 and has held it in 8 quarters since. 402 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

Diversify Advisory Services held 47,275 shares of Kinder Morgan worth $1.55M as of Q3 2026.
Diversify Advisory Services bought 1,305 Kinder Morgan shares in Q3 2026, an estimated $41.4K.
Kinder Morgan made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #522 holding.
Diversify Advisory Services first reported a position in Kinder Morgan in Q4 2024 and has held it in 8 quarters since.
402 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.