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Lantz Financial’s Kinder Morgan KMI Stock Holding History

Lantz Financial’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 		$2.14M Sell
66,862
-418
-0.6% -$13.5K 0.39% 71
2026
Q1 		$2.26M Sell
67,280
-1,838
-3% -$57.4K 0.47% 57
2025
Q4 		$1.9M Sell
69,118
-1,648
-2% -$44.5K 0.4% 69
2025
Q3 		$2M Sell
70,766
-185
-0.3% -$5.06K 0.44% 61
2025
Q2 		$2.09M Sell
70,951
-121
-0.2% -$3.32K 0.52% 55
2025
Q1 		$2.03M Sell
71,072
-8,119
-10% -$225K 0.55% 51
2024
Q4 		$2.17M Buy
79,191
+36
+0% +$939 0.58% 51
2024
Q3 		$1.75M Buy
79,155
+829
+1% +$17.5K 0.47% 63
2024
Q2 		$1.56M Buy
78,326
+234
+0.3% +$4.46K 0.48% 62
2024
Q1 		$1.43M Buy
78,092
+466
+0.6% +$8.14K 0.46% 65
2023
Q4 		$1.37M Buy
77,626
+3,685
+5% +$62.8K 0.49% 64
2023
Q3 		$1.23M Sell
73,941
-2,783
-4% -$48K 0.49% 64
2023
Q2 		$1.32M Sell
76,724
-95
-0.1% -$1.61K 0.52% 62
2023
Q1 		$1.35M Buy
76,819
+488
+0.6% +$8.68K 0.56% 58
2022
Q4 		$1.38M Buy
76,331
+3,105
+4% +$55.8K 0.63% 50
2022
Q3 		$1.22M Buy
73,226
+235
+0.3% +$4.18K 0.63% 48
2022
Q2 		$1.22M Buy
72,991
+995
+1% +$18.6K 0.55% 55
2022
Q1 		$1.36M Buy
71,996
+1,041
+1% +$18.3K 0.55% 56
2021
Q4 		$1.13M Buy
70,955
+1,378
+2% +$22.9K 0.52% 53
2021
Q3 		$1.16M Buy
69,577
+534
+0.8% +$9.07K 0.6% 54
2021
Q2 		$1.26M Sell
69,043
-931
-1% -$16.6K 0.65% 48
2021
Q1 		$1.17M Buy
69,974
+2,585
+4% +$39.5K 0.66% 44
2020
Q4 		$921K Sell
67,389
-5,181
-7% -$69.3K 0.57% 49
2020
Q3 		$895K Buy
72,570
+690
+1% +$9.62K 0.6% 50
2020
Q2 		$1.09M Sell
71,880
-5,072
-7% -$77.1K 0.78% 45
2020
Q1 		$1.07M Sell
76,952
-2,583
-3% -$49.2K 0.84% 41
2019
Q4 		$1.68M Buy
79,535
+756
+1% +$15.3K 1% 25
2019
Q3 		$1.59M Buy
78,779
+504
+0.6% +$10.3K 1.07% 19
2019
Q2 		$1.64M Buy
78,275
+912
+1% +$18.4K 1.11% 19
2019
Q1 		$1.55M Buy
+77,363
New +$1.44M 1.12% 21

Other funds holding KMI

Assenagon Asset Management
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Lantz Financial's KMI Position: Q2 2026 in Review

Lantz Financial reduced its Kinder Morgan (KMI) stake by 0.62% in Q2 2026, selling an estimated $13.5K and leaving 66,862 shares worth $2.14M. The position accounts for 0.39% of the portfolio, ranked #71.

Lantz Financial first reported a position in KMI in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.26M in Q1 2026. 377 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Lantz Financial held 66,862 shares of Kinder Morgan worth $2.14M as of Q2 2026.
  • Lantz Financial sold 418 Kinder Morgan shares in Q2 2026, an estimated $13.5K.
  • Kinder Morgan made up 0.39% of Lantz Financial's portfolio in Q2 2026, its #71 holding.
  • Lantz Financial first reported a position in Kinder Morgan in Q1 2019 and has held it in 30 quarters since.
  • Lantz Financial's Kinder Morgan position peaked at $2.26M in Q1 2026.
  • 377 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.