United Advisor Group’s Kinder Morgan KMI Stock Holding History

United Advisor Group’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 Q3	$936K	Buy	31,049 +201	+0.7%	+$6.37K	0.09%	235
2026 Q2	$986K	Sell	30,848 -160	-0.5%	-$5.16K	0.1%	217
2026 Q1	$1.04M	Sell	31,008 -500	-2%	-$15.6K	0.13%	182
2025 Q4	$866K	Buy	31,508 +724	+2%	+$19.6K	0.11%	200
2025 Q3	$871K	Buy	30,784 +9,445	+44%	+$259K	0.12%	185
2025 Q2	$627K	Buy	21,339 +112	+0.5%	+$3.07K	0.11%	189
2025 Q1	$606K	Sell	21,227 -12,015	-36%	-$333K	0.12%	165
2024 Q4	$911K	Buy	33,242 +11,618	+54%	+$303K	0.18%	131
2024 Q3	$478K	Buy	21,624 +3,733	+21%	+$78.6K	0.11%	198
2024 Q2	$355K	Buy	+17,891	New	+$341K	0.11%	175

Other funds holding KMI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

United Advisor Group's KMI Position: Q3 2026 in Review

United Advisor Group increased its Kinder Morgan (KMI) stake by 0.65% in Q3 2026, buying an estimated $6.37K and bringing the position to 31,049 shares worth $936K. The position accounts for 0.09% of the portfolio, ranked #235.

United Advisor Group first reported a position in KMI in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.04M in Q1 2026. 1,010 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

United Advisor Group held 31,049 shares of Kinder Morgan worth $936K as of Q3 2026.
United Advisor Group bought 201 Kinder Morgan shares in Q3 2026, an estimated $6.37K.
Kinder Morgan made up 0.09% of United Advisor Group's portfolio in Q3 2026, its #235 holding.
United Advisor Group first reported a position in Kinder Morgan in Q2 2024 and has held it in 10 quarters since.
United Advisor Group's Kinder Morgan position peaked at $1.04M in Q1 2026.
1,010 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.