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Sheets Smith Wealth Management’s Kinder Morgan KMI Stock Holding History

Sheets Smith 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 		$439K Sell
13,725
-777
-5% -$25K 0.04% 312
2026
Q1 		$486K Sell
14,502
-1,470
-9% -$45.9K 0.05% 290
2025
Q4 		$439K Buy
15,972
+246
+2% +$6.65K 0.05% 291
2025
Q3 		$445K Buy
15,726
+931
+6% +$25.5K 0.05% 296
2025
Q2 		$435K Buy
14,795
+66
+0.4% +$1.81K 0.05% 299
2025
Q1 		$420K Sell
14,729
-308
-2% -$8.53K 0.05% 270
2024
Q4 		$412K Sell
15,037
-645
-4% -$16.8K 0.05% 289
2024
Q3 		$346K Sell
15,682
-426
-3% -$8.97K 0.04% 301
2024
Q2 		$320K Buy
16,108
+1,273
+9% +$24.3K 0.04% 306
2024
Q1 		$272K Buy
14,835
+438
+3% +$7.65K 0.03% 330
2023
Q4 		$254K Sell
14,397
-8,309
-37% -$142K 0.04% 301
2023
Q3 		$376K Buy
22,706
+193
+0.9% +$3.33K 0.06% 243
2023
Q2 		$388K Sell
22,513
-1,435
-6% -$24.4K 0.06% 240
2023
Q1 		$419K Sell
23,948
-668
-3% -$11.9K 0.06% 220
2022
Q4 		$445K Buy
24,616
+207
+0.8% +$3.72K 0.07% 210
2022
Q3 		$406K Buy
24,409
+392
+2% +$6.97K 0.07% 210
2022
Q2 		$403K Buy
24,017
+1,553
+7% +$29.1K 0.07% 213
2022
Q1 		$425K Buy
22,464
+427
+2% +$7.52K 0.06% 237
2021
Q4 		$350K Sell
22,037
-786
-3% -$13.1K 0.04% 287
2021
Q3 		$382K Sell
22,823
-3,307
-13% -$56.2K 0.05% 258
2021
Q2 		$476K Sell
26,130
-184
-0.7% -$3.28K 0.06% 227
2021
Q1 		$438K Sell
26,314
-2,421
-8% -$37K 0.06% 223
2020
Q4 		$393K Sell
28,735
-11,027
-28% -$148K 0.06% 238
2020
Q3 		$490K Buy
39,762
+558
+1% +$7.78K 0.09% 186
2020
Q2 		$595K Buy
39,204
+2,502
+7% +$38K 0.12% 143
2020
Q1 		$511K Sell
36,702
-7,861
-18% -$150K 0.11% 158
2019
Q4 		$943K Buy
44,563
+1,629
+4% +$33K 0.18% 128
2019
Q3 		$885K Buy
42,934
+1,650
+4% +$33.9K 0.18% 133
2019
Q2 		$862K Buy
41,284
+2,702
+7% +$54.5K 0.18% 142
2019
Q1 		$772K Buy
38,582
+11,233
+41% +$210K 0.17% 145
2018
Q4 		$421K Sell
27,349
-4,255
-13% -$72K 0.11% 181
2018
Q3 		$560K Buy
+31,604
New +$565K 0.12% 199
2015
Q4 		– Sell
-17,030
Closed -$471K – 236
2015
Q3 		$471K Buy
17,030
+316
+2% +$10.5K 0.16% 139
2015
Q2 		$642K Buy
16,714
+9,077
+119% +$379K 0.18% 146
2015
Q1 		$321K Buy
7,637
+895
+13% +$37.1K 0.09% 183
2014
Q4 		$285K Buy
+6,742
New +$266K 0.07% 201

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
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Sheets Smith Wealth Management's KMI Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Kinder Morgan (KMI) stake by 5.4% in Q2 2026, selling an estimated $25K and leaving 13,725 shares worth $439K. The position accounts for 0.04% of the portfolio, ranked #312.

Sheets Smith Wealth Management first reported a position in KMI in Q4 2014 and has held it in 36 quarters since. The position peaked at $943K in Q4 2019. 261 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Sheets Smith Wealth Management held 13,725 shares of Kinder Morgan worth $439K as of Q2 2026.
  • Sheets Smith Wealth Management sold 777 Kinder Morgan shares in Q2 2026, an estimated $25K.
  • Kinder Morgan made up 0.04% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #312 holding.
  • Sheets Smith Wealth Management first reported a position in Kinder Morgan in Q4 2014 and has held it in 36 quarters since.
  • Sheets Smith Wealth Management's Kinder Morgan position peaked at $943K in Q4 2019.
  • 261 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

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