VFA
KMI icon

Valeo Financial Advisors’s Kinder Morgan KMI Stock Holding History

Valeo 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
2022
Q1 		– Sell
-1,000
Closed -$16K – 665
2021
Q4 		$16K Hold
1,000
– – ﹤0.01% 586
2021
Q3 		$17K Buy
+1,000
New +$17K ﹤0.01% 571
2020
Q4 		– Sell
-5,800
Closed -$71K – 1757
2020
Q3 		$71K Buy
+5,800
New +$80.8K 0.01% 552

Other funds holding KMI

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Valeo Financial Advisors increased its Kinder Morgan (KMI) stake by 0.67% in Q2 2026, buying an estimated $5.48K and bringing the position to 25,674 shares worth $821K. The position accounts for 0.02% of the portfolio, ranked #332.

Valeo Financial Advisors first reported a position in KMI in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.14M in Q1 2023. 1,013 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Valeo Financial Advisors held 25,674 shares of Kinder Morgan worth $821K as of Q2 2026.
  • Valeo Financial Advisors bought 170 Kinder Morgan shares in Q2 2026, an estimated $5.48K.
  • Kinder Morgan made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #332 holding.
  • Valeo Financial Advisors first reported a position in Kinder Morgan in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Kinder Morgan position peaked at $2.14M in Q1 2023.
  • 1,013 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

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