GoalVest Advisory’s Kinder Morgan KMI Stock Holding History

GoalVest Advisory’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	$44.9K	Hold	1,405	–	–	0.01%	221
2026 Q1	$47.1K	Hold	1,405	–	–	0.01%	231
2025 Q4	$38.6K	Buy	+1,405	New	+$38K	0.01%	264
2025 Q2	–	Sell	-16	Closed	-$456	–	461
2025 Q1	$456	Buy	+16	New	+$443	﹤0.01%	371
2023 Q4	–	Sell	-145	Closed	-$2.4K	–	438
2023 Q3	$2.4K	Hold	145	–	–	﹤0.01%	408
2023 Q2	$2.5K	Buy	+145	New	+$2.46K	﹤0.01%	339
2022 Q2	–	Sell	-18	Closed	–	–	436
2022 Q1	$0	Buy	+18	New	+$317	﹤0.01%	446

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

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

GoalVest Advisory's KMI Position: Q2 2026 in Review

GoalVest Advisory held its Kinder Morgan (KMI) position steady in Q2 2026 at 1,405 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #221.

GoalVest Advisory first reported a position in KMI in Q1 2022 and has held it in 7 quarters since. The position peaked at $47.1K in Q1 2026. 292 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

GoalVest Advisory held 1,405 shares of Kinder Morgan worth $44.9K as of Q2 2026.
GoalVest Advisory left its Kinder Morgan share count unchanged in Q2 2026.
Kinder Morgan made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #221 holding.
GoalVest Advisory first reported a position in Kinder Morgan in Q1 2022 and has held it in 7 quarters since.
GoalVest Advisory's Kinder Morgan position peaked at $47.1K in Q1 2026.
292 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.