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Roxbury Financial’s Kinder Morgan KMI Stock Holding History

Roxbury Financial’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 		$83K Buy
2,597
+9
+0.3% +$290 0.07% 159
2026
Q1 		$86.8K Buy
2,588
+10
+0.4% +$312 0.08% 148
2025
Q4 		$70.9K Sell
2,578
-55
-2% -$1.49K 0.06% 159
2025
Q3 		$74.5K Sell
2,633
-167
-6% -$4.57K 0.07% 148
2025
Q2 		$82.3K Buy
2,800
+12
+0.4% +$329 0.08% 132
2025
Q1 		$75.5K Sell
2,788
-87
-3% -$2.41K 0.07% 135
2024
Q4 		$81.3K Buy
+2,875
New +$75K 0.08% 126

Other funds holding KMI

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
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Roxbury Financial's KMI Position: Q2 2026 in Review

Roxbury Financial increased its Kinder Morgan (KMI) stake by 0.35% in Q2 2026, buying an estimated $290 and bringing the position to 2,597 shares worth $83K. The position accounts for 0.07% of the portfolio, ranked #159.

Roxbury Financial first reported a position in KMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $86.8K in Q1 2026. 545 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Roxbury Financial held 2,597 shares of Kinder Morgan worth $83K as of Q2 2026.
  • Roxbury Financial bought 9 Kinder Morgan shares in Q2 2026, an estimated $290.
  • Kinder Morgan made up 0.07% of Roxbury Financial's portfolio in Q2 2026, its #159 holding.
  • Roxbury Financial first reported a position in Kinder Morgan in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Kinder Morgan position peaked at $86.8K in Q1 2026.
  • 545 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.