Oak Family Advisors’s Kinder Morgan KMI Stock Holding History

Oak Family Advisors’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	$3.63M	Buy	+113,460	New	+$3.66M	0.93%	33
2023 Q2	–	Sell	-145,132	Closed	-$2.54M	–	118
2023 Q1	$2.54M	Sell	145,132 -33,333	-19%	-$593K	1.25%	27
2022 Q4	$3.23M	Sell	178,465 -13,398	-7%	-$241K	1.73%	20
2022 Q3	$3.19M	Sell	191,863 -192,624	-50%	-$3.42M	1.71%	15
2022 Q2	$6.44M	Sell	384,487 -15,371	-4%	-$288K	3.24%	5
2022 Q1	$7.56M	Buy	399,858 +230,065	+135%	+$4.05M	2.96%	5
2021 Q4	$2.69M	Buy	169,793 +3,918	+2%	+$65.2K	1.01%	22
2021 Q3	$2.77M	Sell	165,875 -57,052	-26%	-$969K	1.01%	24
2021 Q2	$4.06M	Buy	222,927 +17,749	+9%	+$316K	1.7%	14
2021 Q1	$3.42M	Buy	205,178 +41,025	+25%	+$627K	1.48%	13
2020 Q4	$2.24M	Buy	+164,153	New	+$2.2M	1.16%	18

Other funds holding KMI

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Oak Family Advisors's KMI Position: Q2 2026 in Review

Oak Family Advisors opened a new position in Kinder Morgan (KMI) in Q2 2026: 113,460 shares worth $3.63M. The stake represents 0.93% of the portfolio and ranks #33 among its holdings. This is a return to the name: Oak Family Advisors previously reported a position in KMI as recently as Q1 2023.

Oak Family Advisors first reported a position in KMI in Q4 2020 and has held it in 11 quarters since. The position peaked at $7.56M in Q1 2022. 482 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Oak Family Advisors held 113,460 shares of Kinder Morgan worth $3.63M as of Q2 2026.
Kinder Morgan was a new Oak Family Advisors position in Q2 2026.
Kinder Morgan made up 0.93% of Oak Family Advisors's portfolio in Q2 2026, its #33 holding.
Oak Family Advisors first reported a position in Kinder Morgan in Q4 2020 and has held it in 11 quarters since.
Oak Family Advisors's Kinder Morgan position peaked at $7.56M in Q1 2022.
482 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.