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Southern Financial Group’s Kinder Morgan KMI Stock Holding History

Southern Financial Group’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 		$301K Buy
9,429
+50
+0.5% +$1.61K 0.08% 64
2026
Q1 		$314K Buy
9,379
+57
+0.6% +$1.78K 0.09% 58
2025
Q4 		$256K Buy
+9,322
New +$252K 0.07% 68

Other funds holding KMI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Southern Financial Group's KMI Position: Q2 2026 in Review

Southern Financial Group increased its Kinder Morgan (KMI) stake by 0.53% in Q2 2026, buying an estimated $1.61K and bringing the position to 9,429 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #64.

Southern Financial Group first reported a position in KMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $314K in Q1 2026. 981 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Southern Financial Group held 9,429 shares of Kinder Morgan worth $301K as of Q2 2026.
  • Southern Financial Group bought 50 Kinder Morgan shares in Q2 2026, an estimated $1.61K.
  • Kinder Morgan made up 0.08% of Southern Financial Group's portfolio in Q2 2026, its #64 holding.
  • Southern Financial Group first reported a position in Kinder Morgan in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Kinder Morgan position peaked at $314K in Q1 2026.
  • 981 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.