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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
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% +$99.9K 0.19% 124
2025
Q3 		$243K Buy
+8,584
New +$235K 0.14% 154

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

Optivise Advisory Services's KMI Position: Q2 2026 in Review

Optivise Advisory Services increased its Kinder Morgan (KMI) stake by 17% in Q2 2026, buying an estimated $58.2K and bringing the position to 12,180 shares worth $389K. The position accounts for 0.2% of the portfolio, ranked #133.

Optivise Advisory Services first reported a position in KMI in Q3 2025 and has held it in 4 quarters since. 594 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Optivise Advisory Services held 12,180 shares of Kinder Morgan worth $389K as of Q2 2026.
  • Optivise Advisory Services bought 1,805 Kinder Morgan shares in Q2 2026, an estimated $58.2K.
  • Kinder Morgan made up 0.2% of Optivise Advisory Services's portfolio in Q2 2026, its #133 holding.
  • Optivise Advisory Services first reported a position in Kinder Morgan in Q3 2025 and has held it in 4 quarters since.
  • 594 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.