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Old North State Wealth Management’s Kinder Morgan KMI Stock Holding History

Old North State Wealth 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
Q2 		$2.7M Buy
84,403
+538
+0.6% +$17.3K 1.15% 32
2026
Q1 		$2.81M Buy
83,865
+1,238
+1% +$38.7K 1.3% 31
2025
Q4 		$2.27M Buy
82,627
+2,989
+4% +$80.8K 1.07% 33
2025
Q3 		$2.26M Buy
79,638
+950
+1% +$26K 1.06% 33
2025
Q2 		$2.31M Buy
78,688
+2,916
+4% +$80K 1.21% 30
2025
Q1 		$2.16M Buy
75,772
+2,867
+4% +$79.4K 1.2% 32
2024
Q4 		$2M Sell
72,905
-1,718
-2% -$44.8K 1.12% 32
2024
Q3 		$1.65M Sell
74,623
-141,298
-65% -$2.98M 0.92% 35
2024
Q2 		$4.29M Buy
215,921
+134
+0.1% +$2.56K 2.83% 10
2024
Q1 		$3.96M Buy
215,787
+5,366
+3% +$93.7K 2.58% 11
2023
Q4 		$3.71M Buy
210,421
+8,133
+4% +$139K 2.74% 9
2023
Q3 		$3.35M Buy
202,288
+2,924
+1% +$50.4K 2.95% 8
2023
Q2 		$3.43M Buy
199,364
+2,018
+1% +$34.3K 3.01% 9
2023
Q1 		$3.46M Buy
197,346
+2,961
+2% +$52.7K 3.23% 9
2022
Q4 		$3.52M Buy
194,385
+4,287
+2% +$77.1K 3.53% 8
2022
Q3 		$3.16M Sell
190,098
-2,416
-1% -$42.9K 3.66% 9
2022
Q2 		$3.23M Buy
192,514
+2,936
+2% +$55K 3.68% 9
2022
Q1 		$3.59M Buy
189,578
+2,649
+1% +$46.6K 3.58% 10
2021
Q4 		$2.97M Buy
+186,929
New +$3.11M 2.99% 13

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Old North State Wealth Management's KMI Position: Q2 2026 in Review

Old North State Wealth Management increased its Kinder Morgan (KMI) stake by 0.64% in Q2 2026, buying an estimated $17.3K and bringing the position to 84,403 shares worth $2.7M. The position accounts for 1.15% of the portfolio, ranked #32.

Old North State Wealth Management first reported a position in KMI in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.29M in Q2 2024. 377 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Old North State Wealth Management held 84,403 shares of Kinder Morgan worth $2.7M as of Q2 2026.
  • Old North State Wealth Management bought 538 Kinder Morgan shares in Q2 2026, an estimated $17.3K.
  • Kinder Morgan made up 1.15% of Old North State Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Old North State Wealth Management first reported a position in Kinder Morgan in Q4 2021 and has held it in 19 quarters since.
  • Old North State Wealth Management's Kinder Morgan position peaked at $4.29M in Q2 2024.
  • 377 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.