Wealth Enhancement Advisory Services
KMI icon

Wealth Enhancement Advisory Services’s Kinder Morgan KMI Stock Holding History

Wealth Enhancement Advisory Services’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 		$32.1M Buy
1,560,475
+86,557
+6% +$2.79M 0.05% 302
2026
Q1 		$30.6M Buy
1,473,918
+338,055
+30% +$10.6M 0.06% 280
2025
Q4 		$29.5M Buy
1,135,863
+350,348
+45% +$9.46M 0.04% 371
2025
Q3 		$22M Sell
785,515
-254,516
-24% -$6.97M 0.03% 431
2025
Q2 		$29.5M Buy
1,040,031
+341,143
+49% +$9.36M 0.05% 319
2025
Q1 		$19.9M Sell
698,888
-172,550
-20% -$4.78M 0.04% 398
2024
Q4 		$23.9M Buy
871,438
+215,446
+33% +$5.62M 0.05% 339
2024
Q3 		$14.5M Sell
655,992
-39,615
-6% -$835K 0.03% 423
2024
Q2 		$13.8M Buy
695,607
+27,071
+4% +$516K 0.03% 408
2024
Q1 		$12.3M Sell
668,536
-4,465
-0.7% -$78K 0.03% 415
2023
Q4 		$11.9M Sell
673,001
-261,529
-28% -$4.46M 0.03% 393
2023
Q3 		$15.5M Buy
+934,530
New +$16.1M 0.05% 323
2022
Q4 		– Sell
-132,907
Closed -$2.29M – 350
2022
Q3 		$2.29M Buy
+132,907
New +$2.36M 0.03% 163
2021
Q2 		– Sell
-68,429
Closed -$1.14M – 293
2021
Q1 		$1.14M Buy
68,429
+2,135
+3% +$32.6K 0.02% 182
2020
Q4 		$1.03M Buy
+66,294
New +$887K 0.02% 165
2020
Q1 		– Sell
-56,580
Closed -$1.2M – 254
2019
Q4 		$1.2M Buy
56,580
+12,894
+30% +$261K 0.04% 166
2019
Q3 		$884K Buy
+43,686
New +$897K 0.04% 169

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
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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wealth Enhancement Advisory Services's KMI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Kinder Morgan (KMI) stake by 5.9% in Q2 2026, buying an estimated $2.79M and bringing the position to 1,560,475 shares worth $32.1M. The position accounts for 0.05% of the portfolio, ranked #302.

Wealth Enhancement Advisory Services first reported a position in KMI in Q3 2019 and has held it in 17 quarters since. 292 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,560,475 shares of Kinder Morgan worth $32.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 86,557 Kinder Morgan shares in Q2 2026, an estimated $2.79M.
  • Kinder Morgan made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #302 holding.
  • Wealth Enhancement Advisory Services first reported a position in Kinder Morgan in Q3 2019 and has held it in 17 quarters since.
  • 292 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.