Herold Advisors
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Herold Advisors’s Kinder Morgan KMI Stock Holding History

Herold Advisors’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 		$747K Sell
24,783
-909
-4% -$28.8K 0.15% 141
2026
Q2 		$824K Buy
25,692
+162
+0.6% +$5.22K 0.16% 138
2026
Q1 		$856K Sell
25,530
-346
-1% -$10.8K 0.19% 118
2025
Q4 		$711K Buy
25,876
+854
+3% +$23.1K 0.16% 140
2025
Q3 		$708K Sell
25,022
-3,150
-11% -$86.2K 0.16% 141
2025
Q2 		$828K Hold
28,172
– – 0.17% 131
2025
Q1 		$804K Sell
28,172
-183
-0.6% -$5.07K 0.18% 135
2024
Q4 		$777K Sell
28,355
-259
-0.9% -$6.75K 0.17% 144
2024
Q3 		$632K Sell
28,614
-52
-0.2% -$1.1K 0.14% 164
2024
Q2 		$570K Sell
28,666
-142
-0.5% -$2.71K 0.13% 167
2024
Q1 		$528K Buy
28,808
+1,203
+4% +$21K 0.13% 170
2023
Q4 		$487K Sell
27,605
-690
-2% -$11.8K 0.13% 160
2023
Q3 		$469K Sell
28,295
-822
-3% -$14.2K 0.14% 163
2023
Q2 		$501K Sell
29,117
-2,700
-8% -$45.9K 0.15% 151
2023
Q1 		$557K Buy
31,817
+14,695
+86% +$261K 0.19% 128
2022
Q4 		$310K Buy
17,122
+4,828
+39% +$86.8K 0.13% 152
2022
Q3 		$204K Buy
12,294
+250
+2% +$4.44K 0.1% 179
2022
Q2 		$201K Sell
12,044
-500
-4% -$9.36K 0.09% 186
2022
Q1 		$237K Hold
12,544
– – 0.08% 183
2021
Q4 		$198K Buy
12,544
+850
+7% +$14.1K 0.08% 200
2021
Q3 		$195K Buy
+11,694
New +$199K 0.08% 201

Other funds holding KMI

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Herold Advisors's KMI Position: Q3 2026 in Review

Herold Advisors reduced its Kinder Morgan (KMI) stake by 3.5% in Q3 2026, selling an estimated $28.8K and leaving 24,783 shares worth $747K. The position accounts for 0.15% of the portfolio, ranked #141.

Herold Advisors first reported a position in KMI in Q3 2021 and has held it in 21 quarters since. The position peaked at $856K in Q1 2026. 496 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • Herold Advisors held 24,783 shares of Kinder Morgan worth $747K as of Q3 2026.
  • Herold Advisors sold 909 Kinder Morgan shares in Q3 2026, an estimated $28.8K.
  • Kinder Morgan made up 0.15% of Herold Advisors's portfolio in Q3 2026, its #141 holding.
  • Herold Advisors first reported a position in Kinder Morgan in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Kinder Morgan position peaked at $856K in Q1 2026.
  • 496 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.