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Uptown Financial Advisors’s Kinder Morgan KMI Stock Holding History

Uptown 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 		$222K Hold
6,952
– – 0.15% 75
2026
Q1 		$233K Buy
+6,952
New +$217K 0.19% 66
2025
Q3 		– Sell
-6,952
Closed -$204K – 75
2025
Q2 		$204K Buy
+6,952
New +$191K 0.18% 72

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

Uptown Financial Advisors held its Kinder Morgan (KMI) position steady in Q2 2026 at 6,952 shares worth $222K. The position accounts for 0.15% of the portfolio, ranked #75.

Uptown Financial Advisors first reported a position in KMI in Q2 2025 and has held it in 3 quarters since. The position peaked at $233K in Q1 2026. 450 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Uptown Financial Advisors held 6,952 shares of Kinder Morgan worth $222K as of Q2 2026.
  • Uptown Financial Advisors left its Kinder Morgan share count unchanged in Q2 2026.
  • Kinder Morgan made up 0.15% of Uptown Financial Advisors's portfolio in Q2 2026, its #75 holding.
  • Uptown Financial Advisors first reported a position in Kinder Morgan in Q2 2025 and has held it in 3 quarters since.
  • Uptown Financial Advisors's Kinder Morgan position peaked at $233K in Q1 2026.
  • 450 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.