Obermeyer Wealth Partners’s Kinder Morgan KMI Stock Holding History

Obermeyer Wealth Partners’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	$324K	Buy	10,734 +289	+3%	+$9.16K	0.01%	239
2026 Q2	$334K	Buy	10,445 +440	+4%	+$14.2K	0.01%	232
2026 Q1	$335K	Hold	10,005	–	–	0.02%	226
2025 Q4	$275K	Buy	10,005 +2,104	+27%	+$56.8K	0.01%	251
2025 Q3	$224K	Hold	7,901	–	–	0.01%	271
2025 Q2	$232K	Buy	+7,901	New	+$217K	0.01%	253
2017 Q3	–	Sell	-10,672	Closed	-$204K	–	123
2017 Q2	$204K	Hold	10,672	–	–	0.02%	123
2017 Q1	$232K	Sell	10,672 -2,520	-19%	-$55.1K	0.02%	119
2016 Q4	$273K	Buy	13,192 +3,211	+32%	+$67.9K	0.03%	110
2016 Q3	$231K	Buy	+9,981	New	+$211K	0.02%	116
2015 Q4	–	Sell	-9,681	Closed	-$268K	–	125
2015 Q3	$268K	Hold	9,681	–	–	0.03%	102
2015 Q2	$372K	Hold	9,681	–	–	0.03%	95
2015 Q1	$407K	Hold	9,681	–	–	0.03%	99
2014 Q4	$410K	Buy	+9,681	New	+$381K	0.04%	104

Other funds holding KMI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Obermeyer Wealth Partners's KMI Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Kinder Morgan (KMI) stake by 2.8% in Q3 2026, buying an estimated $9.16K and bringing the position to 10,734 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #239.

Obermeyer Wealth Partners first reported a position in KMI in Q4 2014 and has held it in 14 quarters since. The position peaked at $410K in Q4 2014. 1,010 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

Obermeyer Wealth Partners held 10,734 shares of Kinder Morgan worth $324K as of Q3 2026.
Obermeyer Wealth Partners bought 289 Kinder Morgan shares in Q3 2026, an estimated $9.16K.
Kinder Morgan made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #239 holding.
Obermeyer Wealth Partners first reported a position in Kinder Morgan in Q4 2014 and has held it in 14 quarters since.
Obermeyer Wealth Partners's Kinder Morgan position peaked at $410K in Q4 2014.
1,010 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.