Jeppson Wealth Management
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Jeppson Wealth Management’s Kinder Morgan KMI Stock Holding History

Jeppson Wealth Management’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 		$2.9M Sell
96,163
-97
-0.1% -$3.08K 0.83% 28
2026
Q2 		$3.08M Sell
96,260
-1,052
-1% -$33.9K 0.91% 25
2026
Q1 		$3.26M Sell
97,312
-327
-0.3% -$10.2K 1.02% 23
2025
Q4 		$2.68M Buy
97,639
+5
+0% +$135 0.85% 29
2025
Q3 		$2.76M Sell
97,634
-237
-0.2% -$6.49K 0.88% 26
2025
Q2 		$2.88M Buy
97,871
+930
+1% +$25.5K 1% 21
2025
Q1 		$2.77M Buy
96,941
+2,089
+2% +$57.8K 1.01% 18
2024
Q4 		$2.6M Sell
94,852
-481
-0.5% -$12.5K 0.94% 21
2024
Q3 		$2.11M Sell
95,333
-1,584
-2% -$33.4K 0.75% 32
2024
Q2 		$1.93M Sell
96,917
-289
-0.3% -$5.51K 0.73% 31
2024
Q1 		$1.78M Buy
97,206
+3,152
+3% +$55.1K 0.69% 35
2023
Q4 		$1.66M Buy
94,054
+10,071
+12% +$172K 0.69% 32
2023
Q3 		$1.39M Buy
83,983
+2,965
+4% +$51.1K 0.64% 36
2023
Q2 		$1.4M Buy
81,018
+10,375
+15% +$176K 0.61% 40
2023
Q1 		$1.24M Buy
70,643
+5,989
+9% +$107K 0.54% 44
2022
Q4 		$1.17M Buy
64,654
+3,812
+6% +$68.6K 0.49% 46
2022
Q3 		$1.01M Buy
60,842
+12,270
+25% +$218K 0.46% 49
2022
Q2 		$814K Buy
48,572
+10,027
+26% +$188K 0.35% 67
2022
Q1 		$728K Buy
38,545
+2,455
+7% +$43.2K 0.34% 69
2021
Q4 		$572K Buy
36,090
+220
+0.6% +$3.66K 0.28% 81
2021
Q3 		$600K Sell
35,870
-150
-0.4% -$2.55K 0.31% 71
2021
Q2 		$656K Sell
36,020
-135
-0.4% -$2.41K 0.36% 68
2021
Q1 		$601K Sell
36,155
-1,755
-5% -$26.8K 0.36% 66
2020
Q4 		$518K Sell
37,910
-9,365
-20% -$125K 0.34% 70
2020
Q3 		$583K Buy
+47,275
New +$659K 0.46% 53

Other funds holding KMI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Jeppson Wealth Management's KMI Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Kinder Morgan (KMI) stake by 0.1% in Q3 2026, selling an estimated $3.08K and leaving 96,163 shares worth $2.9M. The position accounts for 0.83% of the portfolio, ranked #28.

Jeppson Wealth Management first reported a position in KMI in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.26M in Q1 2026. 1,314 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • Jeppson Wealth Management held 96,163 shares of Kinder Morgan worth $2.9M as of Q3 2026.
  • Jeppson Wealth Management sold 97 Kinder Morgan shares in Q3 2026, an estimated $3.08K.
  • Kinder Morgan made up 0.83% of Jeppson Wealth Management's portfolio in Q3 2026, its #28 holding.
  • Jeppson Wealth Management first reported a position in Kinder Morgan in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Kinder Morgan position peaked at $3.26M in Q1 2026.
  • 1,314 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.