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TrueWealth Advisors’s Kinder Morgan KMI Stock Holding History

TrueWealth 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 		$1.38M Sell
43,181
-246
-0.6% -$7.93K 0.31% 59
2026
Q1 		$1.46M Buy
43,427
+287
+0.7% +$8.97K 0.37% 47
2025
Q4 		$1.19M Sell
43,140
-4,600
-10% -$124K 0.31% 61
2025
Q3 		$1.35M Buy
47,740
+1
+0% +$27 0.37% 57
2025
Q2 		$1.4M Buy
47,739
+507
+1% +$13.9K 0.42% 49
2025
Q1 		$1.35M Sell
47,232
-2
-0% -$55 0.44% 49
2024
Q4 		$1.29M Sell
47,234
-14
-0% -$365 0.43% 53
2024
Q3 		$1.04M Buy
47,248
+271
+0.6% +$5.71K 0.35% 63
2024
Q2 		$933K Sell
46,977
-1,706
-4% -$32.5K 0.35% 59
2024
Q1 		$893K Sell
48,683
-775
-2% -$13.5K 0.34% 61
2023
Q4 		$872K Buy
49,458
+377
+0.8% +$6.43K 0.34% 57
2023
Q3 		$814K Buy
49,081
+2
+0% +$34 0.34% 57
2023
Q2 		$845K Buy
49,079
+1,000
+2% +$17K 0.35% 56
2023
Q1 		$842K Sell
48,079
-2,459
-5% -$43.7K 0.35% 57
2022
Q4 		$914K Buy
50,538
+6
+0% +$108 0.4% 50
2022
Q3 		$841K Sell
50,532
-4,644
-8% -$82.6K 0.4% 53
2022
Q2 		$925K Sell
55,176
-10,811
-16% -$202K 0.43% 53
2022
Q1 		$1.05M Hold
65,987
– – 0.47% 49
2021
Q4 		$1.05M Buy
65,987
+3,137
+5% +$52.2K 0.47% 49
2021
Q3 		$1.05M Buy
62,850
+500
+0.8% +$8.49K 0.59% 40
2021
Q2 		$1.14M Buy
62,350
+576
+0.9% +$10.3K 0.66% 32
2021
Q1 		$1.02M Buy
61,774
+5,619
+10% +$85.8K 0.66% 35
2020
Q4 		$828K Buy
+56,155
New +$752K 0.71% 39

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

TrueWealth Advisors's KMI Position: Q2 2026 in Review

TrueWealth Advisors reduced its Kinder Morgan (KMI) stake by 0.57% in Q2 2026, selling an estimated $7.93K and leaving 43,181 shares worth $1.38M. The position accounts for 0.31% of the portfolio, ranked #59.

TrueWealth Advisors first reported a position in KMI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.46M in Q1 2026. 798 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • TrueWealth Advisors held 43,181 shares of Kinder Morgan worth $1.38M as of Q2 2026.
  • TrueWealth Advisors sold 246 Kinder Morgan shares in Q2 2026, an estimated $7.93K.
  • Kinder Morgan made up 0.31% of TrueWealth Advisors's portfolio in Q2 2026, its #59 holding.
  • TrueWealth Advisors first reported a position in Kinder Morgan in Q4 2020 and has held it in 23 quarters since.
  • TrueWealth Advisors's Kinder Morgan position peaked at $1.46M in Q1 2026.
  • 798 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

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