Pettinga Financial Advisors’s Kinder Morgan KMI Stock Holding History

Pettinga 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	$332K	Buy	10,400 +250	+2%	+$8.06K	0.05%	115
2026 Q1	$340K	Sell	10,150 -284	-3%	-$8.88K	0.06%	112
2025 Q4	$287K	Buy	10,434 +800	+8%	+$21.6K	0.05%	118
2025 Q3	$273K	Hold	9,634	–	–	0.05%	113
2025 Q2	$283K	Sell	9,634 -700	-7%	-$19.2K	0.06%	112
2025 Q1	$295K	Sell	10,334 -1,250	-11%	-$34.6K	0.07%	101
2024 Q4	$317K	Sell	11,584 -1,750	-13%	-$45.6K	0.07%	104
2024 Q3	$295K	Sell	13,334 -1,000	-7%	-$21.1K	0.07%	100
2024 Q2	$285K	Buy	14,334 +1,000	+7%	+$19.1K	0.07%	104
2024 Q1	$245K	Hold	13,334	–	–	0.06%	109
2023 Q4	$235K	Hold	13,334	–	–	0.06%	109
2023 Q3	$221K	Hold	13,334	–	–	0.07%	97
2023 Q2	$230K	Hold	13,334	–	–	0.07%	93
2023 Q1	$233K	Buy	+13,334	New	+$237K	0.07%	93
2021 Q4	–	Sell	-10,100	Closed	-$169K	–	118
2021 Q3	$169K	Buy	+10,100	New	+$172K	0.04%	109
2020 Q4	–	Sell	-12,000	Closed	-$148K	–	95
2020 Q3	$148K	Buy	12,000 +250	+2%	+$3.48K	0.06%	78
2020 Q2	$178K	Buy	11,750 +300	+3%	+$4.56K	0.09%	75
2020 Q1	$159K	Sell	11,450 -150	-1%	-$2.85K	0.11%	67
2019 Q4	$246K	Buy	+11,600	New	+$235K	0.13%	75

Other funds holding KMI

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

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

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return