Optivise Advisory Services’s Kinder Morgan KMI Stock Holding History

Optivise Advisory 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 Q3	$378K	Buy	12,534 +354	+3%	+$11.2K	0.19%	133
2026 Q2	$389K	Buy	12,180 +1,805	+17%	+$58.2K	0.2%	133
2026 Q1	$348K	Sell	10,375 -1,907	-16%	-$59.6K	0.21%	119
2025 Q4	$338K	Buy	12,282 +3,698	+43%	+$100K	0.19%	124
2025 Q3	$243K	Buy	+8,584	New	+$235K	0.14%	154

Other funds holding KMI

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

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

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

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

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Optivise Advisory Services's KMI Position: Q3 2026 in Review

Optivise Advisory Services increased its Kinder Morgan (KMI) stake by 2.9% in Q3 2026, buying an estimated $11.2K and bringing the position to 12,534 shares worth $378K. The position accounts for 0.19% of the portfolio, ranked #133.

Optivise Advisory Services first reported a position in KMI in Q3 2025 and has held it in 5 quarters since. The position peaked at $389K in Q2 2026. 688 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

Optivise Advisory Services held 12,534 shares of Kinder Morgan worth $378K as of Q3 2026.
Optivise Advisory Services bought 354 Kinder Morgan shares in Q3 2026, an estimated $11.2K.
Kinder Morgan made up 0.19% of Optivise Advisory Services's portfolio in Q3 2026, its #133 holding.
Optivise Advisory Services first reported a position in Kinder Morgan in Q3 2025 and has held it in 5 quarters since.
Optivise Advisory Services's Kinder Morgan position peaked at $389K in Q2 2026.
688 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.