Lantern Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Lantern Wealth 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	$1.69M	Buy	55,938 +9	+0%	+$285	0.73%	37
2026 Q2	$1.79M	Buy	55,929 +2	+0%	+$64	0.82%	32
2026 Q1	$1.88M	Sell	55,927 -802	-1%	-$25.1K	0.96%	27
2025 Q4	$1.56M	Buy	56,729 +2	+0%	+$54	0.83%	32
2025 Q3	$1.61M	Sell	56,727 -398	-0.7%	-$10.9K	0.85%	30
2025 Q2	$1.68M	Buy	+57,125	New	+$1.57M	1%	27
2024 Q4	$1.59M	Sell	58,013 -587	-1%	-$15.3K	1.03%	26
2024 Q3	$1.29M	Hold	58,600	–	–	0.9%	33
2024 Q2	$1.16M	Buy	58,600 +1,500	+3%	+$28.6K	0.84%	36
2024 Q1	$1.05M	Hold	57,100	–	–	0.74%	39
2023 Q4	$1.01M	Buy	+57,100	New	+$973K	0.79%	37

Other funds holding KMI

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Lantern Wealth Advisors's KMI Position: Q3 2026 in Review

Lantern Wealth Advisors increased its Kinder Morgan (KMI) stake by 0.02% in Q3 2026, buying an estimated $285 and bringing the position to 55,938 shares worth $1.69M. The position accounts for 0.73% of the portfolio, ranked #37.

Lantern Wealth Advisors first reported a position in KMI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.88M in Q1 2026. 496 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

Lantern Wealth Advisors held 55,938 shares of Kinder Morgan worth $1.69M as of Q3 2026.
Lantern Wealth Advisors bought 9 Kinder Morgan shares in Q3 2026, an estimated $285.
Kinder Morgan made up 0.73% of Lantern Wealth Advisors's portfolio in Q3 2026, its #37 holding.
Lantern Wealth Advisors first reported a position in Kinder Morgan in Q4 2023 and has held it in 11 quarters since.
Lantern Wealth Advisors's Kinder Morgan position peaked at $1.88M in Q1 2026.
496 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.