Valmark Advisers’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
Q1 | – | Sell |
-11,117
| Closed | -$306K | – | 691 |
|
|
2025
Q4 | $306K | Hold |
11,117
| – | – | ﹤0.01% | 555 |
|
|
2025
Q3 | $315K | Sell |
11,117
-250
| -2% | -$6.84K | ﹤0.01% | 539 |
|
|
2025
Q2 | $334K | Buy |
11,367
+109
| +1% | +$2.99K | ﹤0.01% | 520 |
|
|
2025
Q1 | $321K | Sell |
11,258
-200
| -2% | -$5.54K | ﹤0.01% | 503 |
|
|
2024
Q4 | $314K | Buy |
11,458
+14
| +0.1% | +$365 | ﹤0.01% | 502 |
|
|
2024
Q3 | $253K | Sell |
11,444
-938
| -8% | -$19.8K | ﹤0.01% | 529 |
|
|
2024
Q2 | $246K | Buy |
12,382
+98
| +0.8% | +$1.87K | ﹤0.01% | 511 |
|
|
2024
Q1 | $225K | Buy |
12,284
+450
| +4% | +$7.86K | ﹤0.01% | 506 |
|
|
2023
Q4 | $209K | Hold |
11,834
| – | – | ﹤0.01% | 483 |
|
|
2023
Q3 | $196K | Hold |
11,834
| – | – | ﹤0.01% | 465 |
|
|
2023
Q2 | $204K | Sell |
11,834
-190
| -2% | -$3.23K | ﹤0.01% | 463 |
|
|
2023
Q1 | $211K | Sell |
12,024
-2,522
| -17% | -$44.9K | ﹤0.01% | 454 |
|
|
2022
Q4 | $263K | Hold |
14,546
| – | – | 0.01% | 389 |
|
|
2022
Q3 | $242K | Sell |
14,546
-119
| -0.8% | -$2.12K | ﹤0.01% | 376 |
|
|
2022
Q2 | $246K | Buy |
14,665
+1,278
| +10% | +$23.9K | ﹤0.01% | 373 |
|
|
2022
Q1 | $253K | Buy |
13,387
+938
| +8% | +$16.5K | ﹤0.01% | 390 |
|
|
2021
Q4 | $197K | Buy |
12,449
+644
| +5% | +$10.7K | ﹤0.01% | 400 |
|
|
2021
Q3 | $197K | Hold |
11,805
| – | – | ﹤0.01% | 385 |
|
|
2021
Q2 | $215K | Hold |
11,805
| – | – | ﹤0.01% | 371 |
|
|
2021
Q1 | $197K | Buy |
+11,805
| New | +$180K | ﹤0.01% | 369 |
|
|
2020
Q2 | – | Sell |
-11,043
| Closed | -$154K | – | 281 |
|
|
2020
Q1 | $154K | Sell |
11,043
-1,416
| -11% | -$26.9K | ﹤0.01% | 227 |
|
|
2019
Q4 | $264K | Buy |
12,459
+104
| +0.8% | +$2.1K | 0.01% | 209 |
|
|
2019
Q3 | $255K | Buy |
12,355
+2,446
| +25% | +$50.2K | 0.01% | 213 |
|
|
2019
Q2 | $207K | Buy |
+9,909
| New | +$200K | ﹤0.01% | 219 |
|
|
2018
Q2 | – | Sell |
-11,343
| Closed | -$171K | – | 191 |
|
|
2018
Q1 | $171K | Sell |
11,343
-516
| -4% | -$8.94K | ﹤0.01% | 188 |
|
|
2017
Q4 | $214K | Buy |
+11,859
| New | +$213K | ﹤0.01% | 179 |
|
|
2016
Q4 | – | Sell |
-9,224
| Closed | -$213K | – | 76 |
|
|
2016
Q3 | $213K | Buy |
+9,224
| New | +$195K | 0.01% | 71 |
|
|
2015
Q4 | – | Sell |
-9,224
| Closed | -$255K | – | 68 |
|
|
2015
Q3 | $255K | Sell |
9,224
-54
| -0.6% | -$1.79K | 0.01% | 53 |
|
|
2015
Q2 | $356K | Sell |
9,278
-130
| -1% | -$5.43K | 0.01% | 47 |
|
|
2015
Q1 | $396K | Buy |
9,408
+274
| +3% | +$11.3K | 0.01% | 47 |
|
|
2014
Q4 | $386K | Buy |
+9,134
| New | +$360K | 0.01% | 46 |
|
Other funds holding KMI
Valmark Advisers's KMI Position: Q1 2026 in Review
Valmark Advisers sold out of Kinder Morgan (KMI) in Q1 2026, closing a stake of 11,117 shares — an estimated $306K sold.
Valmark Advisers first reported a position in KMI in Q4 2014 and held it in 31 quarters. The position peaked at $396K in Q1 2015. 1,839 funds tracked by Wall St. Rank hold KMI as of Q1 2026.
- Valmark Advisers reported no remaining Kinder Morgan position as of Q1 2026 after selling out during the quarter.
- Valmark Advisers sold 11,117 Kinder Morgan shares in Q1 2026, an estimated $306K.
- Valmark Advisers first reported a position in Kinder Morgan in Q4 2014 and held it in 31 quarters.
- Valmark Advisers's Kinder Morgan position peaked at $396K in Q1 2015.
- 1,839 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.
Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.