Sterling Investment Advisors (Pennsylvania)’s Kinder Morgan KMI Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$11.5M	Sell	358,543 -60,166	-14%	-$1.94M	1.91%	9
2026 Q1	$14M	Sell	418,709 -30,220	-7%	-$944K	2.54%	7
2025 Q4	$12.3M	Buy	448,929 +664	+0.1%	+$17.9K	2.27%	9
2025 Q3	$12.7M	Buy	448,265 +915	+0.2%	+$25K	2.47%	7
2025 Q2	$13.2M	Sell	447,350 -8,416	-2%	-$231K	2.88%	3
2025 Q1	$13M	Sell	455,766 -20,217	-4%	-$560K	3.12%	3
2024 Q4	$13M	Sell	475,983 -44,123	-8%	-$1.15M	3.16%	3
2024 Q3	$11.5M	Sell	520,106 -19,664	-4%	-$414K	2.91%	4
2024 Q2	$10.7M	Buy	539,770 +2,780	+0.5%	+$53K	2.9%	5
2024 Q1	$9.85M	Buy	536,990 +20,841	+4%	+$364K	2.77%	3
2023 Q4	$9.1M	Buy	516,149 +12,441	+2%	+$212K	2.84%	6
2023 Q3	$8.35M	Buy	503,708 +60,247	+14%	+$1.04M	2.92%	6
2023 Q2	$7.64M	Buy	443,461 +5,590	+1%	+$94.9K	2.52%	7
2023 Q1	$7.67M	Buy	437,871 +13,521	+3%	+$240K	2.59%	6
2022 Q4	$7.67M	Buy	424,350 +8,813	+2%	+$159K	2.75%	5
2022 Q3	$6.92M	Buy	415,537 +31,156	+8%	+$554K	2.59%	6
2022 Q2	$6.44M	Buy	384,381 +36,786	+11%	+$689K	2.22%	8
2022 Q1	$6.57M	Buy	347,595 +97,949	+39%	+$1.72M	1.86%	11
2021 Q4	$3.96M	Buy	249,646 +71,093	+40%	+$1.18M	1.11%	23
2021 Q3	$2.99M	Buy	178,553 +11,302	+7%	+$192K	0.89%	31
2021 Q2	$3.05M	Buy	167,251 +1,771	+1%	+$31.6K	0.89%	32
2021 Q1	$2.75M	Buy	165,480 +35,755	+28%	+$546K	0.89%	31
2020 Q4	$1.77M	Buy	129,725 +6,935	+6%	+$92.8K	0.6%	58
2020 Q3	$1.51M	Buy	122,790 +29,080	+31%	+$405K	0.58%	56
2020 Q2	$1.42M	Buy	93,710 +3,627	+4%	+$55.1K	0.59%	54
2020 Q1	$1.25M	Sell	90,083 -3,217	-3%	-$61.2K	0.66%	47
2019 Q4	$1.98M	Buy	+93,300	New	+$1.89M	0.91%	31

Other funds holding KMI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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 New York $303B AUM 53.02% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s KMI Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its Kinder Morgan (KMI) stake by 14% in Q2 2026, selling an estimated $1.94M and leaving 358,543 shares worth $11.5M. The position accounts for 1.91% of the portfolio, ranked #9.

Sterling Investment Advisors (Pennsylvania) first reported a position in KMI in Q4 2019 and has held it in 27 quarters since. The position peaked at $14M in Q1 2026. 867 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 358,543 shares of Kinder Morgan worth $11.5M as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) sold 60,166 Kinder Morgan shares in Q2 2026, an estimated $1.94M.
Kinder Morgan made up 1.91% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #9 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in Kinder Morgan in Q4 2019 and has held it in 27 quarters since.
Sterling Investment Advisors (Pennsylvania)'s Kinder Morgan position peaked at $14M in Q1 2026.
867 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.