Physician Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Physician Wealth 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	$257K	Buy	8,035 +70	+0.9%	+$2.26K	0.03%	185
2026 Q1	$267K	Buy	7,965 +189	+2%	+$5.91K	0.04%	161
2025 Q4	$214K	Sell	7,776 -198	-2%	-$5.35K	0.03%	192
2025 Q3	$226K	Buy	7,974 +310	+4%	+$8.48K	0.03%	177
2025 Q2	$225K	Buy	7,664 +70	+0.9%	+$1.92K	0.04%	166
2025 Q1	$217K	Buy	7,594 +1	+0%	+$28	0.04%	167
2024 Q4	$208K	Buy	+7,593	New	+$198K	0.04%	176
2022 Q1	–	Sell	-11,279	Closed	-$195K	–	163
2021 Q4	$195K	Sell	11,279 -1	-0%	-$17	0.05%	157
2021 Q3	$208K	Buy	11,280 +300	+3%	+$5.1K	0.06%	153
2021 Q2	$192K	Buy	+10,980	New	+$196K	0.06%	151
2021 Q1	–	Sell	-12,279	Closed	-$181K	–	147
2020 Q4	$181K	Buy	+12,279	New	+$164K	0.06%	141

Other funds holding KMI

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Physician Wealth Advisors's KMI Position: Q2 2026 in Review

Physician Wealth Advisors increased its Kinder Morgan (KMI) stake by 0.88% in Q2 2026, buying an estimated $2.26K and bringing the position to 8,035 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #185.

Physician Wealth Advisors first reported a position in KMI in Q4 2020 and has held it in 11 quarters since. The position peaked at $267K in Q1 2026. 811 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Physician Wealth Advisors held 8,035 shares of Kinder Morgan worth $257K as of Q2 2026.
Physician Wealth Advisors bought 70 Kinder Morgan shares in Q2 2026, an estimated $2.26K.
Kinder Morgan made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #185 holding.
Physician Wealth Advisors first reported a position in Kinder Morgan in Q4 2020 and has held it in 11 quarters since.
Physician Wealth Advisors's Kinder Morgan position peaked at $267K in Q1 2026.
811 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.