Keudell/Morrison Wealth Management’s Kinder Morgan KMI Stock Holding History

Keudell/Morrison 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 Q2	$500K	Sell	15,634 -524	-3%	-$16.9K	0.09%	134
2026 Q1	$542K	Sell	16,158 -3,085	-16%	-$96.4K	0.11%	128
2025 Q4	$529K	Buy	+19,243	New	+$520K	0.11%	127
2025 Q2	$565K	Sell	19,219 -89	-0.5%	-$2.44K	0.13%	112
2025 Q1	$551K	Sell	19,308 -149	-0.8%	-$4.13K	0.13%	101
2024 Q4	$533K	Sell	19,457 -2,242	-10%	-$58.5K	0.14%	103
2024 Q3	$479K	Sell	21,699 -743	-3%	-$15.7K	0.13%	116
2024 Q2	$446K	Buy	22,442 +1,141	+5%	+$21.8K	0.13%	123
2024 Q1	$391K	Sell	21,301 -50	-0.2%	-$873	0.12%	133
2023 Q4	$377K	Sell	21,351 -21	-0.1%	-$358	0.12%	127
2023 Q3	$354K	Sell	21,372 -252	-1%	-$4.34K	0.11%	125
2023 Q2	$372K	Sell	21,624 -1,208	-5%	-$20.5K	0.11%	123
2023 Q1	$400K	Buy	22,832 +140	+0.6%	+$2.49K	0.12%	112
2022 Q4	$410K	Sell	22,692 -1,240	-5%	-$22.3K	0.13%	106
2022 Q3	$398K	Sell	23,932 -2,548	-10%	-$45.3K	0.15%	106
2022 Q2	$444K	Sell	26,480 -917	-3%	-$17.2K	0.16%	102
2022 Q1	$518K	Buy	27,397 +937	+4%	+$16.5K	0.22%	95
2021 Q4	$420K	Sell	26,460 -2,767	-9%	-$46K	0.17%	111
2021 Q3	$489K	Buy	29,227 +2,727	+10%	+$46.3K	0.21%	101
2021 Q2	$483K	Buy	26,500 +163	+0.6%	+$2.91K	0.26%	97
2021 Q1	$439K	Buy	26,337 +6,910	+36%	+$106K	0.25%	104
2020 Q4	$266K	Sell	19,427 -4,525	-19%	-$60.6K	0.17%	132
2020 Q3	$295K	Buy	23,952 +1,779	+8%	+$24.8K	0.19%	118
2020 Q2	$336K	Sell	22,173 -770	-3%	-$11.7K	0.28%	103
2020 Q1	$319K	Sell	22,943 -231	-1%	-$4.4K	0.31%	98
2019 Q4	$491K	Buy	23,174 +1,520	+7%	+$30.8K	0.34%	82
2019 Q3	$446K	Buy	21,654 +569	+3%	+$11.7K	0.37%	81
2019 Q2	$421K	Buy	21,085 +4,353	+26%	+$87.8K	0.37%	80
2019 Q1	$335K	Buy	+16,732	New	+$312K	0.29%	96

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

Keudell/Morrison Wealth Management's KMI Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Kinder Morgan (KMI) stake by 3.2% in Q2 2026, selling an estimated $16.9K and leaving 15,634 shares worth $500K. The position accounts for 0.09% of the portfolio, ranked #134.

Keudell/Morrison Wealth Management first reported a position in KMI in Q1 2019 and has held it in 29 quarters since. The position peaked at $565K in Q2 2025. 292 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Keudell/Morrison Wealth Management held 15,634 shares of Kinder Morgan worth $500K as of Q2 2026.
Keudell/Morrison Wealth Management sold 524 Kinder Morgan shares in Q2 2026, an estimated $16.9K.
Kinder Morgan made up 0.09% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #134 holding.
Keudell/Morrison Wealth Management first reported a position in Kinder Morgan in Q1 2019 and has held it in 29 quarters since.
Keudell/Morrison Wealth Management's Kinder Morgan position peaked at $565K in Q2 2025.
292 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.