Peak Financial Advisors’s Kinder Morgan KMI Stock Holding History

Peak Financial Advisors’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	$723K	Sell	22,610 -771	-3%	-$24.8K	0.3%	48
2026 Q1	$784K	Buy	23,381 +157	+0.7%	+$4.91K	0.35%	44
2025 Q4	$638K	Sell	23,224 -688	-3%	-$18.6K	0.29%	49
2025 Q3	$677K	Buy	23,912 +1	+0%	+$27	0.32%	54
2025 Q2	$703K	Sell	23,911 -59	-0.2%	-$1.62K	0.36%	40
2025 Q1	$684K	Buy	23,970 +1	+0%	+$28	0.35%	49
2024 Q4	$657K	Sell	23,969 -239	-1%	-$6.23K	0.34%	48
2024 Q3	$535K	Sell	24,208 -288	-1%	-$6.07K	0.28%	52
2024 Q2	$487K	Buy	24,496 +241	+1%	+$4.59K	0.28%	48
2024 Q1	$445K	Buy	24,255 +170	+0.7%	+$2.97K	0.27%	52
2023 Q4	$425K	Buy	24,085 +2,816	+13%	+$48K	0.28%	53
2023 Q3	$353K	Buy	+21,269	New	+$367K	0.38%	30
2021 Q3	–	Sell	-13,128	Closed	-$239K	–	77
2021 Q2	$239K	Buy	+13,128	New	+$234K	0.21%	65

Other funds holding KMI

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

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Peak Financial Advisors's KMI Position: Q2 2026 in Review

Peak Financial Advisors reduced its Kinder Morgan (KMI) stake by 3.3% in Q2 2026, selling an estimated $24.8K and leaving 22,610 shares worth $723K. The position accounts for 0.3% of the portfolio, ranked #48.

Peak Financial Advisors first reported a position in KMI in Q2 2021 and has held it in 13 quarters since. The position peaked at $784K in Q1 2026. 340 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Peak Financial Advisors held 22,610 shares of Kinder Morgan worth $723K as of Q2 2026.
Peak Financial Advisors sold 771 Kinder Morgan shares in Q2 2026, an estimated $24.8K.
Kinder Morgan made up 0.3% of Peak Financial Advisors's portfolio in Q2 2026, its #48 holding.
Peak Financial Advisors first reported a position in Kinder Morgan in Q2 2021 and has held it in 13 quarters since.
Peak Financial Advisors's Kinder Morgan position peaked at $784K in Q1 2026.
340 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.