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Elevation Wealth Partners’s Kinder Morgan KMI Stock Holding History

Elevation Wealth Partners’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 		$70.7K Buy
2,346
+67
+3% +$2.12K 0.02% 277
2026
Q2 		$72.8K Buy
2,279
+294
+15% +$9.48K 0.02% 230
2026
Q1 		$66.5K Buy
1,985
+558
+39% +$17.4K 0.02% 208
2025
Q4 		$39.2K Buy
1,427
+341
+31% +$9.21K 0.01% 274
2025
Q3 		$30.7K Buy
1,086
+115
+12% +$3.15K 0.01% 292
2025
Q2 		$28.6K Buy
971
+10
+1% +$274 0.01% 289
2025
Q1 		$27.4K Buy
961
+10
+1% +$277 0.01% 288
2024
Q4 		$26.1K Sell
951
-689
-42% -$18K 0.01% 289
2024
Q3 		$36.2K Buy
+1,640
New +$34.5K 0.02% 252

Other funds holding KMI

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Elevation Wealth Partners's KMI Position: Q3 2026 in Review

Elevation Wealth Partners increased its Kinder Morgan (KMI) stake by 2.9% in Q3 2026, buying an estimated $2.12K and bringing the position to 2,346 shares worth $70.7K. The position accounts for 0.02% of the portfolio, ranked #277.

Elevation Wealth Partners first reported a position in KMI in Q3 2024 and has held it in 9 quarters since. The position peaked at $72.8K in Q2 2026. 83 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • Elevation Wealth Partners held 2,346 shares of Kinder Morgan worth $70.7K as of Q3 2026.
  • Elevation Wealth Partners bought 67 Kinder Morgan shares in Q3 2026, an estimated $2.12K.
  • Kinder Morgan made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #277 holding.
  • Elevation Wealth Partners first reported a position in Kinder Morgan in Q3 2024 and has held it in 9 quarters since.
  • Elevation Wealth Partners's Kinder Morgan position peaked at $72.8K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.