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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

NPA

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Valeo Financial Advisors's KMI Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Kinder Morgan (KMI) stake by 0.46% in Q3 2026, selling an estimated $3.74K and leaving 25,556 shares worth $771K. The position accounts for 0.02% of the portfolio, ranked #353.

Valeo Financial Advisors first reported a position in KMI in Q3 2017 and has held it in 37 quarters since. The position peaked at $2.14M in Q1 2023. 236 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

Valeo Financial Advisors held 25,556 shares of Kinder Morgan worth $771K as of Q3 2026.
Valeo Financial Advisors sold 118 Kinder Morgan shares in Q3 2026, an estimated $3.74K.
Kinder Morgan made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #353 holding.
Valeo Financial Advisors first reported a position in Kinder Morgan in Q3 2017 and has held it in 37 quarters since.
Valeo Financial Advisors's Kinder Morgan position peaked at $2.14M in Q1 2023.
236 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.