Milestone Asset Management’s Kinder Morgan KMI Stock Holding History

Milestone Asset 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	$900K	Sell	29,849 -61	-0.2%	-$1.93K	0.14%	141
2026 Q2	$956K	Buy	29,910 +1,048	+4%	+$33.8K	0.15%	144
2026 Q1	$968K	Sell	28,862 -19,713	-41%	-$616K	0.18%	121
2025 Q4	$1.34M	Buy	48,575 +13,407	+38%	+$362K	0.25%	78
2025 Q3	$996K	Sell	35,168 -4,005	-10%	-$110K	0.19%	94
2025 Q2	$1.15M	Sell	39,173 -10,327	-21%	-$283K	0.24%	74
2025 Q1	$1.41M	Buy	49,500 +17,275	+54%	+$478K	0.3%	70
2024 Q4	$883K	Buy	+32,225	New	+$840K	0.19%	117

Other funds holding KMI

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

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

NPA

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Milestone Asset Management's KMI Position: Q3 2026 in Review

Milestone Asset Management reduced its Kinder Morgan (KMI) stake by 0.2% in Q3 2026, selling an estimated $1.93K and leaving 29,849 shares worth $900K. The position accounts for 0.14% of the portfolio, ranked #141.

Milestone Asset Management first reported a position in KMI in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.41M in Q1 2025. 255 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

Milestone Asset Management held 29,849 shares of Kinder Morgan worth $900K as of Q3 2026.
Milestone Asset Management sold 61 Kinder Morgan shares in Q3 2026, an estimated $1.93K.
Kinder Morgan made up 0.14% of Milestone Asset Management's portfolio in Q3 2026, its #141 holding.
Milestone Asset Management first reported a position in Kinder Morgan in Q4 2024 and has held it in 8 quarters since.
Milestone Asset Management's Kinder Morgan position peaked at $1.41M in Q1 2025.
255 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.