WA
KMI icon

Waddell & Associates’s Kinder Morgan KMI Stock Holding History

Waddell & Associates’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 		$991K Sell
31,011
-2,668
-8% -$86K 0.05% 137
2026
Q1 		$1.13M Buy
33,679
+7,473
+29% +$234K 0.06% 102
2025
Q4 		$720K Buy
26,206
+336
+1% +$9.08K 0.05% 119
2025
Q3 		$732K Buy
25,870
+8,175
+46% +$224K 0.06% 94
2025
Q2 		$520K Buy
17,695
+1,674
+10% +$45.9K 0.06% 107
2025
Q1 		$457K Buy
16,021
+275
+2% +$7.61K 0.06% 92
2024
Q4 		$431K Buy
+15,746
New +$411K 0.04% 92
2024
Q1 		– Sell
-14,004
Closed -$247K – 150
2023
Q4 		$247K Sell
14,004
-1,775
-11% -$30.3K 0.03% 131
2023
Q3 		$262K Buy
15,779
+4,300
+37% +$74.1K 0.04% 140
2023
Q2 		$198K Sell
11,479
-1,875
-14% -$31.8K 0.03% 162
2023
Q1 		$234K Sell
13,354
-1,100
-8% -$19.6K 0.04% 139
2022
Q4 		$261K Buy
14,454
+855
+6% +$15.4K 0.04% 121
2022
Q3 		$226K Sell
13,599
-260
-2% -$4.62K 0.04% 124
2022
Q2 		$232K Sell
13,859
-5,700
-29% -$107K 0.05% 122
2022
Q1 		$370K Buy
19,559
+370
+2% +$6.51K 0.06% 85
2021
Q4 		$304K Buy
19,189
+5,135
+37% +$85.4K 0.05% 94
2021
Q3 		$235K Hold
14,054
– – 0.04% 101
2021
Q2 		$256 Buy
+14,054
New +$251K 0.04% 103

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Waddell & Associates's KMI Position: Q2 2026 in Review

Waddell & Associates reduced its Kinder Morgan (KMI) stake by 7.9% in Q2 2026, selling an estimated $86K and leaving 31,011 shares worth $991K. The position accounts for 0.05% of the portfolio, ranked #137.

Waddell & Associates first reported a position in KMI in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.13M in Q1 2026. 437 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Waddell & Associates held 31,011 shares of Kinder Morgan worth $991K as of Q2 2026.
  • Waddell & Associates sold 2,668 Kinder Morgan shares in Q2 2026, an estimated $86K.
  • Kinder Morgan made up 0.05% of Waddell & Associates's portfolio in Q2 2026, its #137 holding.
  • Waddell & Associates first reported a position in Kinder Morgan in Q2 2021 and has held it in 18 quarters since.
  • Waddell & Associates's Kinder Morgan position peaked at $1.13M in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.