United Asset Strategies’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
$17.3M Buy
539,887
+30,545
+6% +$984K 1.22% 22
2026
Q1
$17.1M Buy
509,342
+313
+0.1% +$9.78K 1.36% 20
2025
Q4
$14M Buy
509,029
+9,482
+2% +$256K 1.08% 29
2025
Q3
$14.1M Buy
499,547
+6,203
+1% +$170K 1.13% 29
2025
Q2
$14.5M Sell
493,344
-4,599
-0.9% -$126K 1.24% 22
2025
Q1
$14.2M Sell
497,943
-51,243
-9% -$1.42M 1.32% 21
2024
Q4
$15M Buy
549,186
+4,343
+0.8% +$113K 1.38% 18
2024
Q3
$12M Buy
544,843
+19,181
+4% +$404K 1.12% 28
2024
Q2
$10.4M Buy
525,662
+31,833
+6% +$607K 1.03% 35
2024
Q1
$9.06M Buy
493,829
+44,022
+10% +$769K 0.9% 40
2023
Q4
$7.93M Sell
449,807
-36,219
-7% -$617K 0.89% 39
2023
Q3
$8.06M Sell
486,026
-9,480
-2% -$163K 1.04% 34
2023
Q2
$8.53M Buy
495,506
+846
+0.2% +$14.4K 1.06% 34
2023
Q1
$8.66M Buy
494,660
+255,056
+106% +$4.54M 1.14% 29
2022
Q4
$4.33M Sell
239,604
-11,908
-5% -$214K 0.6% 57
2022
Q3
$4.18M Buy
251,512
+38,937
+18% +$692K 0.64% 51
2022
Q2
$3.56M Buy
+212,575
New +$3.98M 0.52% 56
2021
Q4
Sell
-10,580
Closed -$177K 223
2021
Q3
$177K Buy
10,580
+233
+2% +$3.96K 0.02% 193
2021
Q2
$189K Buy
+10,347
New +$184K 0.03% 195
2020
Q2
Sell
-10,052
Closed -$140K 197
2020
Q1
$140K Sell
10,052
-1,483
-13% -$28.2K 0.03% 165
2019
Q4
$244K Hold
11,535
0.05% 183
2019
Q3
$238K Hold
11,535
0.05% 162
2019
Q2
$241K Buy
11,535
+275
+2% +$5.54K 0.06% 165
2019
Q1
$225K Sell
11,260
-5,234
-32% -$97.7K 0.05% 181
2018
Q4
$254K Sell
16,494
-890
-5% -$15.1K 0.07% 165
2018
Q3
$308K Buy
17,384
+335
+2% +$5.99K 0.07% 170
2018
Q2
$301K Sell
17,049
-1,494
-8% -$24.4K 0.08% 168
2018
Q1
$279K Buy
18,543
+1,846
+11% +$32K 0.08% 167
2017
Q4
$302K Buy
+16,697
New +$300K 0.08% 162
2017
Q3
Sell
-222,168
Closed -$4.26M 144
2017
Q2
$4.26M Buy
222,168
+8,177
+4% +$163K 1.26% 30
2017
Q1
$4.65M Buy
213,991
+186,094
+667% +$4.07M 1.42% 26
2016
Q4
$578K Buy
27,897
+501
+2% +$10.6K 0.19% 94
2016
Q3
$622K Buy
27,396
+1,313
+5% +$27.8K 0.22% 88
2016
Q2
$488K Buy
26,083
+2,470
+10% +$44K 0.18% 93
2016
Q1
$422K Buy
23,613
+4,188
+22% +$68.5K 0.19% 86
2015
Q4
$290K Sell
19,425
-33,743
-63% -$804K 0.13% 111
2015
Q3
$1.46M Sell
53,168
-32,476
-38% -$1.08M 0.67% 47
2015
Q2
$3.29M Buy
85,644
+11,183
+15% +$467K 1.47% 23
2015
Q1
$3.2M Buy
74,461
+13,705
+23% +$567K 1.48% 26
2014
Q4
$2.57M Buy
+60,756
New +$2.39M 1.1% 35

Other funds holding KMI

United Asset Strategies's KMI Position: Q2 2026 in Review

United Asset Strategies increased its Kinder Morgan (KMI) stake by 6% in Q2 2026, buying an estimated $984K and bringing the position to 539,887 shares worth $17.3M. The position accounts for 1.22% of the portfolio, ranked #22.

United Asset Strategies first reported a position in KMI in Q4 2014 and has held it in 40 quarters since. 1,123 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • United Asset Strategies held 539,887 shares of Kinder Morgan worth $17.3M as of Q2 2026.
  • United Asset Strategies bought 30,545 Kinder Morgan shares in Q2 2026, an estimated $984K.
  • Kinder Morgan made up 1.22% of United Asset Strategies's portfolio in Q2 2026, its #22 holding.
  • United Asset Strategies first reported a position in Kinder Morgan in Q4 2014 and has held it in 40 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.