Tompkins Financial’s Kinder Morgan KMI Stock Holding History

Tompkins 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 Q2	$68.2K	Sell	2,133 -527	-20%	-$17K	﹤0.01%	304
2026 Q1	$89.2K	Buy	2,660 +660	+33%	+$20.6K	0.01%	266
2025 Q4	$55K	Hold	2,000	–	–	﹤0.01%	299
2025 Q3	$56.6K	Hold	2,000	–	–	﹤0.01%	307
2025 Q2	$58.8K	Hold	2,000	–	–	0.01%	301
2025 Q1	$57.1K	Hold	2,000	–	–	0.01%	311
2024 Q4	$54.8K	Hold	2,000	–	–	0.01%	311
2024 Q3	$44.2K	Hold	2,000	–	–	﹤0.01%	353
2024 Q2	$39.7K	Sell	2,000 -86	-4%	-$1.64K	﹤0.01%	368
2024 Q1	$38.3K	Buy	2,086 +86	+4%	+$1.5K	﹤0.01%	378
2023 Q4	$35.3K	Hold	2,000	–	–	﹤0.01%	376
2023 Q3	$33.2K	Sell	2,000 -220	-10%	-$3.79K	0.01%	358
2023 Q2	$38.2K	Hold	2,220	–	–	0.01%	353
2023 Q1	$38.9K	Hold	2,220	–	–	0.01%	359
2022 Q4	$40K	Buy	2,220 +220	+11%	+$3.96K	0.01%	351
2022 Q3	$33K	Hold	2,000	–	–	0.01%	369
2022 Q2	$34K	Hold	2,000	–	–	0.01%	365
2022 Q1	$38K	Buy	+2,000	New	+$35.2K	0.01%	374
2019 Q2	–	Sell	-341	Closed	-$7K	–	374
2019 Q1	$7K	Hold	341	–	–	﹤0.01%	362
2018 Q4	$5K	Hold	341	–	–	﹤0.01%	367
2018 Q3	$6K	Buy	341 +41	+14%	+$733	﹤0.01%	377
2018 Q2	$5K	Hold	300	–	–	﹤0.01%	389
2018 Q1	$5K	Hold	300	–	–	﹤0.01%	385
2017 Q4	$5K	Hold	300	–	–	﹤0.01%	350
2017 Q3	$6K	Sell	300 -290	-49%	-$5.65K	﹤0.01%	355
2017 Q2	$11K	Buy	590 +290	+97%	+$5.77K	﹤0.01%	311
2017 Q1	$7K	Hold	300	–	–	﹤0.01%	322
2016 Q4	$6K	Hold	300	–	–	﹤0.01%	338
2016 Q3	$7K	Buy	+300	New	+$6.36K	﹤0.01%	332
2016 Q2	–	Sell	-685	Closed	-$12K	–	548
2016 Q1	$12K	Sell	685 -345	-33%	-$5.64K	﹤0.01%	365
2015 Q4	$15K	Buy	1,030 +985	+2,189%	+$23.5K	﹤0.01%	387
2015 Q3	$1K	Hold	45	–	–	﹤0.01%	490
2015 Q2	$2K	Hold	45	–	–	﹤0.01%	486
2015 Q1	$2K	Hold	45	–	–	﹤0.01%	510
2014 Q4	$2K	Buy	+45	New	+$1.77K	﹤0.01%	452

Other funds holding KMI

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return