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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
Q3 		$314K Hold
10,400
– – 0.05% 122
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

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Pettinga Financial Advisors's KMI Position: Q3 2026 in Review

Pettinga Financial Advisors held its Kinder Morgan (KMI) position steady in Q3 2026 at 10,400 shares worth $314K. The position accounts for 0.05% of the portfolio, ranked #122.

Pettinga Financial Advisors first reported a position in KMI in Q4 2019 and has held it in 20 quarters since. The position peaked at $340K in Q1 2026. 174 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • Pettinga Financial Advisors held 10,400 shares of Kinder Morgan worth $314K as of Q3 2026.
  • Pettinga Financial Advisors left its Kinder Morgan share count unchanged in Q3 2026.
  • Kinder Morgan made up 0.05% of Pettinga Financial Advisors's portfolio in Q3 2026, its #122 holding.
  • Pettinga Financial Advisors first reported a position in Kinder Morgan in Q4 2019 and has held it in 20 quarters since.
  • Pettinga Financial Advisors's Kinder Morgan position peaked at $340K in Q1 2026.
  • 174 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.