Valley Wealth Managers
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Valley Wealth Managers’s Kinder Morgan KMI Stock Holding History

Valley Wealth Managers’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 		$5.12M Buy
169,865
+2,222
+1% +$70.4K 0.29% 75
2026
Q2 		$5.36M Buy
167,643
+2,695
+2% +$86.9K 0.31% 71
2026
Q1 		$5.53M Buy
164,948
+675
+0.4% +$21.1K 0.36% 57
2025
Q4 		$4.52M Buy
164,273
+4,386
+3% +$118K 0.29% 75
2025
Q3 		$4.53M Buy
159,887
+3,407
+2% +$93.3K 0.3% 72
2025
Q2 		$4.6M Sell
156,480
-298
-0.2% -$8.18K 0.33% 65
2025
Q1 		$4.47M Sell
156,778
-9,084
-5% -$252K 0.34% 61
2024
Q4 		$4.54M Sell
165,862
-28,473
-15% -$742K 0.34% 59
2024
Q3 		$4.29M Sell
194,335
-6,798
-3% -$143K 0.32% 74
2024
Q2 		$4M Sell
201,133
-14,887
-7% -$284K 0.32% 74
2024
Q1 		$3.96M Sell
216,020
-14,454
-6% -$252K 0.3% 85
2023
Q4 		$4.07M Buy
230,474
+14,882
+7% +$254K 0.32% 81
2023
Q3 		$3.57M Sell
215,592
-5,850
-3% -$101K 0.3% 94
2023
Q2 		$3.81M Sell
221,442
-6,876
-3% -$117K 0.34% 80
2023
Q1 		$4M Buy
228,318
+1,396
+0.6% +$24.8K 0.36% 78
2022
Q4 		$4.1M Sell
226,922
-2,508
-1% -$45.1K 0.38% 71
2022
Q3 		$3.82M Sell
229,430
-4,312
-2% -$76.6K 0.38% 68
2022
Q2 		$3.92M Buy
233,742
+2,041
+0.9% +$38.2K 0.37% 70
2022
Q1 		$4.38M Buy
231,701
+8,572
+4% +$151K 0.37% 69
2021
Q4 		$3.54M Buy
223,129
+558
+0.3% +$9.28K 0.28% 84
2021
Q3 		$3.72M Sell
222,571
-1,732
-0.8% -$29.4K 0.32% 71
2021
Q2 		$4.09M Buy
224,303
+12,320
+6% +$220K 0.35% 62
2021
Q1 		$3.53M Buy
211,983
+6,710
+3% +$102K 0.32% 67
2020
Q4 		$2.81M Buy
205,273
+20,913
+11% +$280K 0.27% 74
2020
Q3 		$2.27M Buy
+184,360
New +$2.57M 0.25% 81
2017
Q3 		– Sell
-11,870
Closed -$227K – 124
2017
Q2 		$227K Buy
11,870
+6,876
+138% +$137K 0.03% 121
2017
Q1 		$109K Sell
4,994
-2,250
-31% -$49.2K 0.01% 125
2016
Q4 		$150K Sell
7,244
-13,429
-65% -$284K 0.02% 120
2016
Q3 		$479K Buy
20,673
+12,295
+147% +$260K 0.07% 104
2016
Q2 		$157K Buy
+8,378
New +$149K 0.02% 121

Other funds holding KMI

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Valley Wealth Managers's KMI Position: Q3 2026 in Review

Valley Wealth Managers increased its Kinder Morgan (KMI) stake by 1.3% in Q3 2026, buying an estimated $70.4K and bringing the position to 169,865 shares worth $5.12M. The position accounts for 0.29% of the portfolio, ranked #75.

Valley Wealth Managers first reported a position in KMI in Q2 2016 and has held it in 30 quarters since. The position peaked at $5.53M in Q1 2026. 402 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • Valley Wealth Managers held 169,865 shares of Kinder Morgan worth $5.12M as of Q3 2026.
  • Valley Wealth Managers bought 2,222 Kinder Morgan shares in Q3 2026, an estimated $70.4K.
  • Kinder Morgan made up 0.29% of Valley Wealth Managers's portfolio in Q3 2026, its #75 holding.
  • Valley Wealth Managers first reported a position in Kinder Morgan in Q2 2016 and has held it in 30 quarters since.
  • Valley Wealth Managers's Kinder Morgan position peaked at $5.53M in Q1 2026.
  • 402 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.