Lyell Wealth Management’s Kinder Morgan KMI Stock Holding History

Lyell 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 Q3	$395K	Sell	13,104 -31	-0.2%	-$983	0.02%	183
2026 Q2	$420K	Hold	13,135	–	–	0.03%	178
2026 Q1	$440K	Hold	13,135	–	–	0.03%	161
2025 Q4	$361K	Buy	13,135 +616	+5%	+$16.6K	0.03%	171
2025 Q3	$354K	Hold	12,519	–	–	0.03%	167
2025 Q2	$368K	Buy	12,519 +3,319	+36%	+$91.1K	0.03%	166
2025 Q1	$262K	Hold	9,200	–	–	0.02%	179
2024 Q4	$252K	Hold	9,200	–	–	0.02%	184
2024 Q3	$203K	Buy	+9,200	New	+$194K	0.02%	203

Other funds holding KMI

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 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

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 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

Lyell Wealth Management's KMI Position: Q3 2026 in Review

Lyell Wealth Management reduced its Kinder Morgan (KMI) stake by 0.24% in Q3 2026, selling an estimated $983 and leaving 13,104 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #183.

Lyell Wealth Management first reported a position in KMI in Q3 2024 and has held it in 9 quarters since. The position peaked at $440K in Q1 2026. 724 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

Lyell Wealth Management held 13,104 shares of Kinder Morgan worth $395K as of Q3 2026.
Lyell Wealth Management sold 31 Kinder Morgan shares in Q3 2026, an estimated $983.
Kinder Morgan made up 0.02% of Lyell Wealth Management's portfolio in Q3 2026, its #183 holding.
Lyell Wealth Management first reported a position in Kinder Morgan in Q3 2024 and has held it in 9 quarters since.
Lyell Wealth Management's Kinder Morgan position peaked at $440K in Q1 2026.
724 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.