Synergy Investment Management’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.23K Buy
289
+25
+9% +$806 ﹤0.01% 647
2026
Q1
$8.85K Buy
+264
New +$8.25K ﹤0.01% 510
2025
Q2
Sell
-168
Closed -$4.79K 357
2025
Q1
$4.79K Sell
168
-208
-55% -$5.76K ﹤0.01% 458
2024
Q4
$10.3K Buy
+376
New +$9.8K ﹤0.01% 388

Other funds holding KMI

Synergy Investment Management's KMI Position: Q2 2026 in Review

Synergy Investment Management increased its Kinder Morgan (KMI) stake by 9.5% in Q2 2026, buying an estimated $806 and bringing the position to 289 shares worth $9.23K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Synergy Investment Management first reported a position in KMI in Q4 2024 and has held it in 4 quarters since. The position peaked at $10.3K in Q4 2024. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Synergy Investment Management held 289 shares of Kinder Morgan worth $9.23K as of Q2 2026.
  • Synergy Investment Management bought 25 Kinder Morgan shares in Q2 2026, an estimated $806.
  • Kinder Morgan made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #647 holding.
  • Synergy Investment Management first reported a position in Kinder Morgan in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Kinder Morgan position peaked at $10.3K in Q4 2024.
  • 1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.