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Robertson Stephens Wealth Management’s Kinder Morgan KMI Stock Holding History

Robertson Stephens Wealth Management’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 		$572K Buy
17,885
+227
+1% +$7.32K 0.01% 420
2026
Q1 		$592K Sell
17,658
-462
-3% -$14.4K 0.02% 393
2025
Q4 		$498K Buy
18,120
+437
+2% +$11.8K 0.01% 425
2025
Q3 		$501K Buy
17,683
+528
+3% +$14.5K 0.02% 356
2025
Q2 		$504K Sell
17,155
-162
-0.9% -$4.45K 0.02% 363
2025
Q1 		$494K Buy
17,317
+1,640
+10% +$45.4K 0.02% 368
2024
Q4 		$430K Buy
15,677
+281
+2% +$7.33K 0.02% 390
2024
Q3 		$340K Sell
15,396
-215
-1% -$4.53K 0.01% 502
2024
Q2 		$310K Buy
15,611
+274
+2% +$5.22K 0.02% 405
2024
Q1 		$281K Sell
15,337
-210
-1% -$3.67K 0.01% 435
2023
Q4 		$274K Buy
15,547
+924
+6% +$15.7K 0.02% 394
2023
Q3 		$242K Sell
14,623
-9
-0.1% -$155 0.02% 403
2023
Q2 		$252K Sell
14,632
-942
-6% -$16K 0.02% 376
2023
Q1 		$273K Buy
15,574
+470
+3% +$8.36K 0.02% 378
2022
Q4 		$273K Sell
15,104
-2,063
-12% -$37.1K 0.03% 350
2022
Q3 		$285K Buy
17,167
+1,690
+11% +$30K 0.03% 286
2022
Q2 		$259K Sell
15,477
-220
-1% -$4.12K 0.02% 314
2022
Q1 		$296K Buy
15,697
+261
+2% +$4.59K 0.02% 314
2021
Q4 		$244K Buy
+15,436
New +$257K 0.02% 352

Other funds holding KMI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Assenagon Asset Management
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robertson Stephens Wealth Management's KMI Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Kinder Morgan (KMI) stake by 1.3% in Q2 2026, buying an estimated $7.32K and bringing the position to 17,885 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #420.

Robertson Stephens Wealth Management first reported a position in KMI in Q4 2021 and has held it in 19 quarters since. The position peaked at $592K in Q1 2026. 866 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Robertson Stephens Wealth Management held 17,885 shares of Kinder Morgan worth $572K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 227 Kinder Morgan shares in Q2 2026, an estimated $7.32K.
  • Kinder Morgan made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #420 holding.
  • Robertson Stephens Wealth Management first reported a position in Kinder Morgan in Q4 2021 and has held it in 19 quarters since.
  • Robertson Stephens Wealth Management's Kinder Morgan position peaked at $592K in Q1 2026.
  • 866 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.