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Segment Wealth Management’s Kinder Morgan KMI Stock Holding History

Segment 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 		$1.3M Buy
40,614
+2,903
+8% +$93.6K 0.07% 151
2026
Q1 		$1.26M Sell
37,711
-1,516
-4% -$47.4K 0.07% 147
2025
Q4 		$1.08M Buy
39,227
+497
+1% +$13.4K 0.06% 158
2025
Q3 		$1.1M Buy
38,730
+1,699
+5% +$46.5K 0.07% 157
2025
Q2 		$1.09M Buy
37,031
+2,329
+7% +$63.9K 0.07% 152
2025
Q1 		$990K Buy
34,702
+8,740
+34% +$242K 0.07% 151
2024
Q4 		$711K Buy
25,962
+680
+3% +$17.7K 0.05% 171
2024
Q3 		$558K Buy
25,282
+12,030
+91% +$253K 0.04% 177
2024
Q2 		$263K Hold
13,252
– – 0.02% 224
2024
Q1 		$243K Sell
13,252
-1,213
-8% -$21.2K 0.02% 229
2023
Q4 		$255K Buy
14,465
+300
+2% +$5.11K 0.02% 218
2023
Q3 		$235K Buy
14,165
+1,213
+9% +$20.9K 0.02% 201
2023
Q2 		$223K Sell
12,952
-2,870
-18% -$48.7K 0.02% 197
2023
Q1 		$277K Hold
15,822
– – 0.03% 179
2022
Q4 		$286K Buy
15,822
+1,180
+8% +$21.2K 0.03% 179
2022
Q3 		$244K Hold
14,642
– – 0.03% 193
2022
Q2 		$245K Sell
14,642
-4,705
-24% -$88.1K 0.03% 195
2022
Q1 		$366K Sell
19,347
-39
-0.2% -$686 0.04% 192
2021
Q4 		$307K Buy
19,386
+5,846
+43% +$97.3K 0.03% 206
2021
Q3 		$227K Sell
13,540
-32,248
-70% -$548K 0.03% 210
2021
Q2 		$835K Buy
45,788
+28,748
+169% +$513K 0.1% 128
2021
Q1 		$284K Buy
17,040
+3,700
+28% +$56.5K 0.04% 193
2020
Q4 		$182K Sell
13,340
-19,308
-59% -$258K 0.03% 208
2020
Q3 		$403K Sell
32,648
-3,860
-11% -$53.8K 0.07% 145
2020
Q2 		$554K Buy
36,508
+10,050
+38% +$153K 0.1% 124
2020
Q1 		$368K Sell
26,458
-5,743
-18% -$109K 0.08% 135
2019
Q4 		$682K Buy
+32,201
New +$652K 0.12% 121
2018
Q2 		– Sell
-203,537
Closed -$3.06M – 215
2018
Q1 		$3.06M Buy
203,537
+158,169
+349% +$2.74M 0.76% 55
2017
Q4 		$820K Sell
45,368
-4,496
-9% -$80.7K 0.2% 104
2017
Q3 		$957K Sell
49,864
-1,596
-3% -$31.1K 0.25% 96
2017
Q2 		$986K Sell
51,460
-696
-1% -$13.8K 0.27% 94
2017
Q1 		$1.13M Buy
52,156
+7,808
+18% +$171K 0.37% 81
2016
Q4 		$918K Sell
44,348
-591
-1% -$12.5K 0.34% 81
2016
Q3 		$1.04M Sell
44,939
-3,527
-7% -$74.7K 0.41% 70
2016
Q2 		$907K Sell
48,466
-5,379
-10% -$95.9K 0.37% 68
2016
Q1 		$962K Sell
53,845
-4,045
-7% -$66.2K 0.36% 69
2015
Q4 		$864K Sell
57,890
-63,401
-52% -$1.51M 0.33% 72
2015
Q3 		$3.36M Sell
121,291
-447
-0.4% -$14.8K 1.28% 21
2015
Q2 		$4.67M Sell
121,738
-1,662
-1% -$69.4K 1.62% 12
2015
Q1 		$5.19M Buy
123,400
+11,836
+11% +$490K 1.73% 10
2014
Q4 		$4.72M Buy
111,564
+95,481
+594% +$3.76M 1.81% 11
2014
Q3 		$617K Buy
16,083
+612
+4% +$23.3K 0.24% 85
2014
Q2 		$561K Buy
15,471
+83
+0.5% +$2.8K 0.22% 98
2014
Q1 		$500K Sell
15,388
-1,334
-8% -$44.7K 0.23% 92
2013
Q4 		$602K Buy
16,722
+5
+0% +$175 0.3% 78
2013
Q3 		$595K Buy
16,717
+7,858
+89% +$295K 0.32% 76
2013
Q2 		$338K Buy
+8,859
New +$344K 0.2% 99

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Segment Wealth Management's KMI Position: Q2 2026 in Review

Segment Wealth Management increased its Kinder Morgan (KMI) stake by 7.7% in Q2 2026, buying an estimated $93.6K and bringing the position to 40,614 shares worth $1.3M. The position accounts for 0.07% of the portfolio, ranked #151.

Segment Wealth Management first reported a position in KMI in Q2 2013 and has held it in 47 quarters since. The position peaked at $5.19M in Q1 2015. 377 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Segment Wealth Management held 40,614 shares of Kinder Morgan worth $1.3M as of Q2 2026.
  • Segment Wealth Management bought 2,903 Kinder Morgan shares in Q2 2026, an estimated $93.6K.
  • Kinder Morgan made up 0.07% of Segment Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Segment Wealth Management first reported a position in Kinder Morgan in Q2 2013 and has held it in 47 quarters since.
  • Segment Wealth Management's Kinder Morgan position peaked at $5.19M in Q1 2015.
  • 377 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.