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Venturi Wealth Management’s Kinder Morgan KMI Stock Holding History

Venturi Wealth Management’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 		$376K Sell
11,767
-245
-2% -$7.9K 0.01% 448
2026
Q1 		$403K Buy
12,012
+2,545
+27% +$79.5K 0.02% 399
2025
Q4 		$260K Sell
9,467
-831
-8% -$22.4K 0.01% 486
2025
Q3 		$292K Sell
10,298
-674
-6% -$18.4K 0.01% 444
2025
Q2 		$323K Sell
10,972
-2,083
-16% -$57.2K 0.02% 405
2025
Q1 		$372K Buy
13,055
+663
+5% +$18.4K 0.02% 391
2024
Q4 		$340K Buy
12,392
+683
+6% +$17.8K 0.02% 416
2024
Q3 		$259K Sell
11,709
-104
-0.9% -$2.19K 0.01% 418
2024
Q2 		$235K Buy
11,813
+1,804
+18% +$34.4K 0.01% 384
2024
Q1 		$184K Sell
10,009
-79
-0.8% -$1.38K 0.01% 353
2023
Q4 		$178K Buy
10,088
+1,164
+13% +$19.8K 0.01% 362
2023
Q3 		$148K Sell
8,924
-78
-0.9% -$1.34K 0.01% 364
2023
Q2 		$155K Buy
9,002
+82
+0.9% +$1.39K 0.01% 330
2023
Q1 		$156K Buy
+8,920
New +$159K 0.01% 353
2021
Q3 		– Sell
-10,008
Closed -$182K – 325
2021
Q2 		$182K Buy
+10,008
New +$178K 0.02% 298
2020
Q4 		– Sell
-20,163
Closed -$249K – 320
2020
Q3 		$249K Sell
20,163
-38,687
-66% -$539K 0.03% 252
2020
Q2 		$893K Sell
58,850
-8,082
-12% -$123K 0.12% 113
2020
Q1 		$932K Buy
66,932
+29,633
+79% +$564K 0.16% 98
2019
Q4 		$790K Buy
37,299
+26,173
+235% +$530K 0.1% 126
2019
Q3 		$229K Sell
11,126
-114
-1% -$2.34K 0.03% 213
2019
Q2 		$235K Buy
+11,240
New +$227K 0.03% 228

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
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Venturi Wealth Management's KMI Position: Q2 2026 in Review

Venturi Wealth Management reduced its Kinder Morgan (KMI) stake by 2% in Q2 2026, selling an estimated $7.9K and leaving 11,767 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #448.

Venturi Wealth Management first reported a position in KMI in Q2 2019 and has held it in 21 quarters since. The position peaked at $932K in Q1 2020. 463 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Venturi Wealth Management held 11,767 shares of Kinder Morgan worth $376K as of Q2 2026.
  • Venturi Wealth Management sold 245 Kinder Morgan shares in Q2 2026, an estimated $7.9K.
  • Kinder Morgan made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #448 holding.
  • Venturi Wealth Management first reported a position in Kinder Morgan in Q2 2019 and has held it in 21 quarters since.
  • Venturi Wealth Management's Kinder Morgan position peaked at $932K in Q1 2020.
  • 463 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.