Precedent Wealth Partners
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Precedent Wealth Partners’s Kinder Morgan KMI Stock Holding History

Precedent Wealth Partners’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 		$3.24M Buy
107,491
+3,383
+3% +$107K 0.5% 62
2026
Q2 		$3.33M Buy
104,108
+17,561
+20% +$566K 0.55% 54
2026
Q1 		$2.9M Buy
86,547
+2,455
+3% +$76.7K 0.58% 54
2025
Q4 		$2.31M Buy
84,092
+3,197
+4% +$86.4K 0.48% 68
2025
Q3 		$2.29M Buy
80,895
+4,054
+5% +$111K 0.5% 60
2025
Q2 		$2.26M Buy
76,841
+7,230
+10% +$198K 0.55% 53
2025
Q1 		$1.99M Buy
69,611
+10,799
+18% +$299K 0.55% 55
2024
Q4 		$1.61M Sell
58,812
-399
-0.7% -$10.4K 0.53% 52
2024
Q3 		$1.31M Buy
59,211
+4,453
+8% +$93.8K 0.43% 64
2024
Q2 		$1.09M Buy
54,758
+6,684
+14% +$127K 0.44% 63
2024
Q1 		$882K Buy
48,074
+5,175
+12% +$90.4K 0.38% 72
2023
Q4 		$757K Buy
+42,899
New +$731K 0.38% 70

Other funds holding KMI

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Precedent Wealth Partners's KMI Position: Q3 2026 in Review

Precedent Wealth Partners increased its Kinder Morgan (KMI) stake by 3.2% in Q3 2026, buying an estimated $107K and bringing the position to 107,491 shares worth $3.24M. The position accounts for 0.5% of the portfolio, ranked #62.

Precedent Wealth Partners first reported a position in KMI in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.33M in Q2 2026. 621 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • Precedent Wealth Partners held 107,491 shares of Kinder Morgan worth $3.24M as of Q3 2026.
  • Precedent Wealth Partners bought 3,383 Kinder Morgan shares in Q3 2026, an estimated $107K.
  • Kinder Morgan made up 0.5% of Precedent Wealth Partners's portfolio in Q3 2026, its #62 holding.
  • Precedent Wealth Partners first reported a position in Kinder Morgan in Q4 2023 and has held it in 12 quarters since.
  • Precedent Wealth Partners's Kinder Morgan position peaked at $3.33M in Q2 2026.
  • 621 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.