Everhart Financial Group’s Kinder Morgan KMI Stock Holding History

Everhart Financial 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	$545K	Buy	17,056 +473	+3%	+$15.2K	0.03%	267
2026 Q1	$556K	Buy	16,583 +4,395	+36%	+$137K	0.05%	255
2025 Q4	$335K	Sell	12,188 -153	-1%	-$4.13K	0.03%	310
2025 Q3	$349K	Buy	12,341 +4,152	+51%	+$114K	0.04%	294
2025 Q2	$241K	Buy	8,189 +1,126	+16%	+$30.9K	0.03%	308
2025 Q1	$202K	Buy	+7,063	New	+$196K	0.03%	320

Other funds holding KMI

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Everhart Financial Group's KMI Position: Q2 2026 in Review

Everhart Financial Group increased its Kinder Morgan (KMI) stake by 2.9% in Q2 2026, buying an estimated $15.2K and bringing the position to 17,056 shares worth $545K. The position accounts for 0.03% of the portfolio, ranked #267.

Everhart Financial Group first reported a position in KMI in Q1 2025 and has held it in 6 quarters since. The position peaked at $556K in Q1 2026. 377 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Everhart Financial Group held 17,056 shares of Kinder Morgan worth $545K as of Q2 2026.
Everhart Financial Group bought 473 Kinder Morgan shares in Q2 2026, an estimated $15.2K.
Kinder Morgan made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #267 holding.
Everhart Financial Group first reported a position in Kinder Morgan in Q1 2025 and has held it in 6 quarters since.
Everhart Financial Group's Kinder Morgan position peaked at $556K in Q1 2026.
377 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.