Lee Financial’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $235K | Sell |
7,015
-5,300
| -43% | -$166K | 0.03% | 138 |
|
|
2025
Q4 | $339K | Sell |
12,315
-4,478
| -27% | -$121K | 0.05% | 115 |
|
|
2025
Q3 | $475K | Buy |
16,793
+5,099
| +44% | +$140K | 0.06% | 115 |
|
|
2025
Q2 | $344K | Hold |
11,694
| – | – | 0.05% | 110 |
|
|
2025
Q1 | $334K | Sell |
11,694
-2,139
| -15% | -$59.2K | 0.05% | 115 |
|
|
2024
Q4 | $379K | Buy |
13,833
+62
| +0.5% | +$1.62K | 0.05% | 131 |
|
|
2024
Q3 | $304K | Buy |
13,771
+2,288
| +20% | +$48.2K | 0.04% | 146 |
|
|
2024
Q2 | $228K | Hold |
11,483
| – | – | 0.04% | 130 |
|
|
2024
Q1 | $211K | Buy |
11,483
+97
| +0.9% | +$1.69K | 0.04% | 140 |
|
|
2023
Q4 | $201K | Hold |
11,386
| – | – | 0.04% | 137 |
|
|
2023
Q3 | $189K | Hold |
11,386
| – | – | 0.04% | 133 |
|
|
2023
Q2 | $196K | Sell |
11,386
-195
| -2% | -$3.31K | 0.03% | 129 |
|
|
2023
Q1 | $203K | Sell |
11,581
-783
| -6% | -$13.9K | 0.03% | 127 |
|
|
2022
Q4 | $224K | Hold |
12,364
| – | – | 0.04% | 141 |
|
|
2022
Q3 | $205K | Buy |
12,364
+27
| +0.2% | +$480 | 0.04% | 142 |
|
|
2022
Q2 | $207K | Hold |
12,337
| – | – | 0.04% | 142 |
|
|
2022
Q1 | $233K | Hold |
12,337
| – | – | 0.04% | 138 |
|
|
2021
Q4 | $196K | Hold |
12,337
| – | – | 0.04% | 143 |
|
|
2021
Q3 | $207K | Sell |
12,337
-64,208
| -84% | -$1.09M | 0.04% | 139 |
|
|
2021
Q2 | $1.4M | Sell |
76,545
-275
| -0.4% | -$4.9K | 0.3% | 53 |
|
|
2021
Q1 | $1.28M | Buy |
76,820
+5,013
| +7% | +$76.6K | 0.3% | 54 |
|
|
2020
Q4 | $981K | Sell |
71,807
-9,069
| -11% | -$121K | 0.25% | 56 |
|
|
2020
Q3 | $997K | Buy |
80,876
+5,305
| +7% | +$73.9K | 0.28% | 58 |
|
|
2020
Q2 | $1.15M | Sell |
75,571
-2,664
| -3% | -$40.5K | 0.32% | 56 |
|
|
2020
Q1 | $1.09M | Buy |
78,235
+1,136
| +1% | +$21.6K | 0.36% | 46 |
|
|
2019
Q4 | $1.63M | Buy |
77,099
+455
| +0.6% | +$9.21K | 0.35% | 38 |
|
|
2019
Q3 | $1.58M | Buy |
76,644
+966
| +1% | +$19.8K | 0.36% | 38 |
|
|
2019
Q2 | $1.58M | Buy |
75,678
+812
| +1% | +$16.4K | 0.36% | 37 |
|
|
2019
Q1 | $1.5M | Buy |
74,866
+8,350
| +13% | +$156K | 0.35% | 38 |
|
|
2018
Q4 | $1.02M | Buy |
66,516
+60,049
| +929% | +$1.02M | 0.27% | 52 |
|
|
2018
Q3 | $115K | Sell |
6,467
-958
| -13% | -$17.1K | 0.03% | 154 |
|
|
2018
Q2 | $131K | Hold |
7,425
| – | – | 0.03% | 191 |
|
|
2018
Q1 | $111K | Buy |
7,425
+958
| +15% | +$16.6K | 0.03% | 198 |
|
|
2017
Q4 | $117K | Hold |
6,467
| – | – | 0.03% | 144 |
|
|
2017
Q3 | $124K | Hold |
6,467
| – | – | 0.04% | 132 |
|
|
2017
Q2 | $124K | Hold |
6,467
| – | – | 0.05% | 138 |
|
|
2017
Q1 | $141K | Hold |
6,467
| – | – | 0.06% | 121 |
|
|
2016
Q4 | $134K | Buy |
+6,467
| New | +$137K | 0.08% | 122 |
|
Other funds holding KMI
VCM
VPM
Lee Financial's KMI Position: Q1 2026 in Review
Lee Financial reduced its Kinder Morgan (KMI) stake by 43% in Q1 2026, selling an estimated $166K and leaving 7,015 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #138.
Lee Financial first reported a position in KMI in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.63M in Q4 2019. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.
- Lee Financial held 7,015 shares of Kinder Morgan worth $235K as of Q1 2026.
- Lee Financial sold 5,300 Kinder Morgan shares in Q1 2026, an estimated $166K.
- Kinder Morgan made up 0.03% of Lee Financial's portfolio in Q1 2026, its #138 holding.
- Lee Financial first reported a position in Kinder Morgan in Q4 2016 and has held it in 38 quarters since.
- Lee Financial's Kinder Morgan position peaked at $1.63M in Q4 2019.
- 1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.