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Ellerson Group’s Kinder Morgan KMI Stock Holding History

Ellerson Group’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 		$4.92M Sell
153,809
-445
-0.3% -$14.3K 2.9% 12
2026
Q1 		$5.17M Buy
154,254
+63
+0% +$1.97K 3.39% 8
2025
Q4 		$4.24M Sell
154,191
-17
-0% -$459 2.87% 10
2025
Q3 		$4.37M Buy
154,208
+4
+0% +$109 2.72% 11
2025
Q2 		$4.53M Sell
154,204
-7,931
-5% -$218K 3.2% 9
2025
Q1 		$4.63M Sell
162,135
-1,093
-0.7% -$30.3K 3.68% 7
2024
Q4 		$4.47M Sell
163,228
-1,136
-0.7% -$29.6K 3.26% 10
2024
Q3 		$3.63M Buy
164,364
+3,058
+2% +$64.4K 2.85% 15
2024
Q2 		$3.21M Buy
161,306
+73,901
+85% +$1.41M 2.44% 18
2024
Q1 		$1.6M Sell
87,405
-1,665
-2% -$29.1K 1.23% 28
2023
Q4 		$1.57M Sell
89,070
-1,115
-1% -$19K 1.36% 27
2023
Q3 		$1.5M Buy
90,185
+6,359
+8% +$110K 1.39% 27
2023
Q2 		$1.44M Buy
83,826
+4,260
+5% +$72.3K 1.37% 25
2023
Q1 		$1.39M Sell
79,566
-6,344
-7% -$113K 1.51% 23
2022
Q4 		$1.55M Buy
+85,910
New +$1.55M 1.65% 24

Other funds holding KMI

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Ellerson Group's KMI Position: Q2 2026 in Review

Ellerson Group reduced its Kinder Morgan (KMI) stake by 0.29% in Q2 2026, selling an estimated $14.3K and leaving 153,809 shares worth $4.92M. The position accounts for 2.9% of the portfolio, ranked #12.

Ellerson Group first reported a position in KMI in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.17M in Q1 2026. 1,043 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Ellerson Group held 153,809 shares of Kinder Morgan worth $4.92M as of Q2 2026.
  • Ellerson Group sold 445 Kinder Morgan shares in Q2 2026, an estimated $14.3K.
  • Kinder Morgan made up 2.9% of Ellerson Group's portfolio in Q2 2026, its #12 holding.
  • Ellerson Group first reported a position in Kinder Morgan in Q4 2022 and has held it in 15 quarters since.
  • Ellerson Group's Kinder Morgan position peaked at $5.17M in Q1 2026.
  • 1,043 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Ellerson Group's 13F filing for Q2 2026, filed 31 Jul 2026.