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 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

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

COPPSERS

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

ETC

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

PDM

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Precedent Wealth Partners's KMI Position: Q2 2026 in Review

Precedent Wealth Partners increased its Kinder Morgan (KMI) stake by 20% in Q2 2026, buying an estimated $566K and bringing the position to 104,108 shares worth $3.33M. The position accounts for 0.55% of the portfolio, ranked #54.

Precedent Wealth Partners first reported a position in KMI in Q4 2023 and has held it in 11 quarters since. 482 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Precedent Wealth Partners held 104,108 shares of Kinder Morgan worth $3.33M as of Q2 2026.
Precedent Wealth Partners bought 17,561 Kinder Morgan shares in Q2 2026, an estimated $566K.
Kinder Morgan made up 0.55% of Precedent Wealth Partners's portfolio in Q2 2026, its #54 holding.
Precedent Wealth Partners first reported a position in Kinder Morgan in Q4 2023 and has held it in 11 quarters since.
482 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.