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Summit Financial’s Kinder Morgan KMI Stock Holding History

Summit 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
Q1 		$1.45M Buy
43,352
+2,951
+7% +$92.2K 0.02% 662
2025
Q4 		$1.11M Sell
40,401
-1,195
-3% -$32.3K 0.02% 631
2025
Q3 		$1.18M Sell
41,596
-461
-1% -$12.6K 0.02% 603
2025
Q2 		$1.24M Buy
42,057
+159
+0.4% +$4.36K 0.03% 372
2025
Q1 		$1.2M Buy
41,898
+2,463
+6% +$68.2K 0.03% 338
2024
Q4 		$1.08M Buy
39,435
+28,420
+258% +$741K 0.04% 302
2024
Q3 		$243K Buy
11,015
+114
+1% +$2.4K 0.01% 489
2024
Q2 		$217K Buy
+10,901
New +$208K 0.01% 465

Other funds holding KMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Financial's KMI Position: Q1 2026 in Review

Summit Financial increased its Kinder Morgan (KMI) stake by 7.3% in Q1 2026, buying an estimated $92.2K and bringing the position to 43,352 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #662.

Summit Financial first reported a position in KMI in Q2 2024 and has held it in 8 quarters since. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Summit Financial held 43,352 shares of Kinder Morgan worth $1.45M as of Q1 2026.
  • Summit Financial bought 2,951 Kinder Morgan shares in Q1 2026, an estimated $92.2K.
  • Kinder Morgan made up 0.02% of Summit Financial's portfolio in Q1 2026, its #662 holding.
  • Summit Financial first reported a position in Kinder Morgan in Q2 2024 and has held it in 8 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.