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Teamwork Financial Advisors’s Kinder Morgan KMI Stock Holding History

Teamwork Financial Advisors’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 		$437K Buy
13,677
+2
+0% +$64 0.04% 141
2026
Q1 		$459K Sell
13,675
-209
-2% -$6.53K 0.05% 142
2025
Q4 		$382K Sell
13,884
-4,328
-24% -$117K 0.04% 155
2025
Q3 		$516K Sell
18,212
-2,023
-10% -$55.4K 0.05% 133
2025
Q2 		$595K Sell
20,235
-1,840
-8% -$50.5K 0.07% 119
2025
Q1 		$630K Sell
22,075
-103
-0.5% -$2.85K 0.08% 105
2024
Q4 		$608K Sell
22,178
-7,390
-25% -$193K 0.08% 100
2024
Q3 		$653K Sell
29,568
-39,510
-57% -$832K 0.09% 90
2024
Q2 		$1.37M Buy
69,078
+11,057
+19% +$211K 0.2% 64
2024
Q1 		$1.06M Sell
58,021
-4,572
-7% -$79.9K 0.16% 75
2023
Q4 		$1.1M Buy
62,593
+7,810
+14% +$133K 0.19% 62
2023
Q3 		$908K Buy
54,783
+900
+2% +$15.5K 0.15% 91
2023
Q2 		$928K Buy
53,883
+6,776
+14% +$115K 0.15% 90
2023
Q1 		$825K Buy
47,107
+7,497
+19% +$133K 0.15% 89
2022
Q4 		$716K Buy
39,610
+27,136
+218% +$488K 0.14% 98
2022
Q3 		$208K Buy
+12,474
New +$222K 0.04% 191

Other funds holding KMI

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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Teamwork Financial Advisors's KMI Position: Q2 2026 in Review

Teamwork Financial Advisors increased its Kinder Morgan (KMI) stake by 0.01% in Q2 2026, buying an estimated $64 and bringing the position to 13,677 shares worth $437K. The position accounts for 0.04% of the portfolio, ranked #141.

Teamwork Financial Advisors first reported a position in KMI in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.37M in Q2 2024. 292 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Teamwork Financial Advisors held 13,677 shares of Kinder Morgan worth $437K as of Q2 2026.
  • Teamwork Financial Advisors bought 2 Kinder Morgan shares in Q2 2026, an estimated $64.
  • Kinder Morgan made up 0.04% of Teamwork Financial Advisors's portfolio in Q2 2026, its #141 holding.
  • Teamwork Financial Advisors first reported a position in Kinder Morgan in Q3 2022 and has held it in 16 quarters since.
  • Teamwork Financial Advisors's Kinder Morgan position peaked at $1.37M in Q2 2024.
  • 292 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.