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Oak Harvest Investment Services’s Kinder Morgan KMI Stock Holding History

Oak Harvest Investment Services’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 		$15.4M Buy
481,778
+2,274
+0.5% +$73.3K 1.44% 15
2026
Q1 		$16.1M Buy
479,504
+13,992
+3% +$437K 1.68% 10
2025
Q4 		$12.8M Buy
465,512
+11,554
+3% +$312K 1.4% 17
2025
Q3 		$12.9M Buy
453,958
+14,162
+3% +$388K 1.5% 17
2025
Q2 		$12.9M Buy
439,796
+8,298
+2% +$228K 1.62% 12
2025
Q1 		$12.3M Sell
431,498
-1,167
-0.3% -$32.3K 1.72% 9
2024
Q4 		$11.9M Sell
432,665
-107,257
-20% -$2.8M 1.65% 12
2024
Q3 		$11.9M Buy
539,922
+5,895
+1% +$124K 1.71% 13
2024
Q2 		$10.6M Buy
534,027
+2,757
+0.5% +$52.6K 1.65% 15
2024
Q1 		$9.74M Sell
531,270
-4,611
-0.9% -$80.5K 1.59% 19
2023
Q4 		$9.45M Buy
535,881
+6,847
+1% +$117K 1.89% 10
2023
Q3 		$8.77M Buy
529,034
+127,881
+32% +$2.2M 1.86% 14
2023
Q2 		$6.91M Buy
401,153
+223,445
+126% +$3.79M 1.55% 23
2023
Q1 		$3.11M Buy
+177,708
New +$3.16M 0.72% 49

Other funds holding KMI

Assenagon Asset Management
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Oak Harvest Investment Services's KMI Position: Q2 2026 in Review

Oak Harvest Investment Services increased its Kinder Morgan (KMI) stake by 0.47% in Q2 2026, buying an estimated $73.3K and bringing the position to 481,778 shares worth $15.4M. The position accounts for 1.44% of the portfolio, ranked #15.

Oak Harvest Investment Services first reported a position in KMI in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.1M in Q1 2026. 556 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Oak Harvest Investment Services held 481,778 shares of Kinder Morgan worth $15.4M as of Q2 2026.
  • Oak Harvest Investment Services bought 2,274 Kinder Morgan shares in Q2 2026, an estimated $73.3K.
  • Kinder Morgan made up 1.44% of Oak Harvest Investment Services's portfolio in Q2 2026, its #15 holding.
  • Oak Harvest Investment Services first reported a position in Kinder Morgan in Q1 2023 and has held it in 14 quarters since.
  • Oak Harvest Investment Services's Kinder Morgan position peaked at $16.1M in Q1 2026.
  • 556 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.