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Summit Wealth Group (Colorado)’s Kinder Morgan KMI Stock Holding History

Summit Wealth Group (Colorado)’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 		$212K Buy
+6,643
New +$214K 0.02% 376
2025
Q4 		– Sell
-22,983
Closed -$1.16M – 366
2025
Q3 		$1.16M Buy
+22,983
New +$629K 0.18% 85

Other funds holding KMI

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
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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Summit Wealth Group (Colorado)'s KMI Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in Kinder Morgan (KMI) in Q2 2026: 6,643 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #376 among its holdings. This is a return to the name: Summit Wealth Group (Colorado) previously reported a position in KMI as recently as Q3 2025.

Summit Wealth Group (Colorado) first reported a position in KMI in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.16M in Q3 2025. 800 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Summit Wealth Group (Colorado) held 6,643 shares of Kinder Morgan worth $212K as of Q2 2026.
  • Kinder Morgan was a new Summit Wealth Group (Colorado) position in Q2 2026.
  • Kinder Morgan made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #376 holding.
  • Summit Wealth Group (Colorado) first reported a position in Kinder Morgan in Q3 2025 and has held it in 2 quarters since.
  • Summit Wealth Group (Colorado)'s Kinder Morgan position peaked at $1.16M in Q3 2025.
  • 800 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.