Perigon Wealth Management
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Perigon Wealth Management’s Kinder Morgan KMI Stock Holding History

Perigon 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
Q3 		$623K Buy
20,666
+1,127
+6% +$35.7K 0.01% 790
2026
Q2 		$625K Buy
19,539
+842
+5% +$27.1K 0.01% 779
2026
Q1 		$627K Sell
18,697
-5,228
-22% -$163K 0.01% 690
2025
Q4 		$658K Sell
23,925
-7,944
-25% -$215K 0.01% 675
2025
Q3 		$902K Buy
31,869
+18,182
+133% +$498K 0.02% 542
2025
Q2 		$402K Sell
13,687
-1,030
-7% -$28.3K 0.01% 739
2025
Q1 		$420K Buy
14,717
+547
+4% +$15.1K 0.01% 689
2024
Q4 		$426K Buy
14,170
+2,183
+18% +$56.9K 0.01% 685
2024
Q3 		$265K Buy
+11,987
New +$253K 0.01% 839
2024
Q2 		– Sell
-10,013
Closed -$184K – 894
2024
Q1 		$184K Buy
+10,013
New +$175K 0.01% 815
2021
Q1 		– Sell
-2,706
Closed -$37K – 791
2020
Q4 		$37K Buy
+2,706
New +$36.2K ﹤0.01% 840
2019
Q1 		– Sell
-15,215
Closed -$270K – 230
2018
Q4 		$270K Buy
+15,215
New +$258K 0.07% 173
2018
Q2 		– Sell
-346
Closed -$5K – 445
2018
Q1 		$5K Hold
346
– – ﹤0.01% 557
2017
Q4 		$6K Sell
346
-17
-5% -$305 ﹤0.01% 523
2017
Q3 		$7K Buy
+363
New +$7.07K ﹤0.01% 539
2016
Q2 		– Sell
-8,814
Closed -$158K – 453
2016
Q1 		$158K Buy
+8,814
New +$144K 0.05% 154
2015
Q4 		– Sell
-11,032
Closed -$305K – 224
2015
Q3 		$305K Buy
11,032
+2,334
+27% +$77.3K 0.09% 170
2015
Q2 		$334K Buy
8,698
+36
+0.4% +$1.5K 0.09% 175
2015
Q1 		$364K Buy
8,662
+35
+0.4% +$1.45K 0.1% 169
2014
Q4 		$365K Buy
+8,627
New +$340K 0.11% 153

Other funds holding KMI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Perigon Wealth Management's KMI Position: Q3 2026 in Review

Perigon Wealth Management increased its Kinder Morgan (KMI) stake by 5.8% in Q3 2026, buying an estimated $35.7K and bringing the position to 20,666 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #790.

Perigon Wealth Management first reported a position in KMI in Q4 2014 and has held it in 20 quarters since. The position peaked at $902K in Q3 2025. 724 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • Perigon Wealth Management held 20,666 shares of Kinder Morgan worth $623K as of Q3 2026.
  • Perigon Wealth Management bought 1,127 Kinder Morgan shares in Q3 2026, an estimated $35.7K.
  • Kinder Morgan made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #790 holding.
  • Perigon Wealth Management first reported a position in Kinder Morgan in Q4 2014 and has held it in 20 quarters since.
  • Perigon Wealth Management's Kinder Morgan position peaked at $902K in Q3 2025.
  • 724 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.