KMG Fiduciary Partners’s Kinder Morgan KMI Stock Holding History

KMG Fiduciary Partners’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	$5.69M	Buy	178,106 +35,205	+25%	+$1.13M	0.53%	47
2026 Q1	$4.79M	Buy	142,901 +612	+0.4%	+$19.1K	0.35%	78
2025 Q4	$3.91M	Buy	142,289 +10,578	+8%	+$286K	0.28%	87
2025 Q3	$3.73M	Buy	131,711 +22,693	+21%	+$621K	0.25%	96
2025 Q2	$3.21M	Buy	109,018 +3,515	+3%	+$96.5K	0.24%	101
2025 Q1	$3.01M	Sell	105,503 -29,985	-22%	-$830K	0.25%	93
2024 Q4	$3.71M	Sell	135,488 -3,164	-2%	-$82.5K	0.31%	82
2024 Q3	$3.06M	Buy	+138,652	New	+$2.92M	0.26%	90

Other funds holding KMI

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

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

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

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return