MB, Levis & Associates
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MB, Levis & Associates’s Kinder Morgan KMI Stock Holding History

MB, Levis & Associates’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 		$137K Sell
4,533
-800
-15% -$25.4K 0.05% 71
2026
Q2 		$170K Hold
5,333
– – 0.06% 64
2026
Q1 		$179K Sell
5,333
-1,500
-22% -$46.9K 0.07% 60
2025
Q4 		$188K Sell
6,833
-363
-5% -$9.8K 0.08% 58
2025
Q3 		$204K Sell
7,196
-731
-9% -$20K 0.09% 56
2025
Q2 		$233K Sell
7,927
-1,357
-15% -$37.2K 0.1% 65
2025
Q1 		$265K Sell
9,284
-1,518
-14% -$42K 0.12% 60
2024
Q4 		$296K Buy
10,802
+91
+0.8% +$2.37K 0.15% 55
2024
Q3 		$237K Buy
10,711
+52
+0.5% +$1.1K 0.12% 62
2024
Q2 		$212K Sell
10,659
-375
-3% -$7.15K 0.11% 60
2024
Q1 		$202K Sell
11,034
-2,010
-15% -$35.1K 0.11% 61
2023
Q4 		$230K Buy
13,044
+175
+1% +$2.98K 0.13% 53
2023
Q3 		$213K Buy
12,869
+166
+1% +$2.86K 0.14% 60
2023
Q2 		$219K Buy
12,703
+172
+1% +$2.92K 0.14% 59
2023
Q1 		$219K Buy
12,531
+1
+0% +$18 0.15% 57
2022
Q4 		$227K Buy
+12,530
New +$225K 0.18% 51

Other funds holding KMI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

MB, Levis & Associates's KMI Position: Q3 2026 in Review

MB, Levis & Associates reduced its Kinder Morgan (KMI) stake by 15% in Q3 2026, selling an estimated $25.4K and leaving 4,533 shares worth $137K. The position accounts for 0.05% of the portfolio, ranked #71.

MB, Levis & Associates first reported a position in KMI in Q4 2022 and has held it in 16 quarters since. The position peaked at $296K in Q4 2024. 695 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • MB, Levis & Associates held 4,533 shares of Kinder Morgan worth $137K as of Q3 2026.
  • MB, Levis & Associates sold 800 Kinder Morgan shares in Q3 2026, an estimated $25.4K.
  • Kinder Morgan made up 0.05% of MB, Levis & Associates's portfolio in Q3 2026, its #71 holding.
  • MB, Levis & Associates first reported a position in Kinder Morgan in Q4 2022 and has held it in 16 quarters since.
  • MB, Levis & Associates's Kinder Morgan position peaked at $296K in Q4 2024.
  • 695 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.