Wendell David Associates’s Kinder Morgan KMI Stock Holding History

Wendell David 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	$320K	Hold	10,000	–	–	0.03%	136
2026 Q1	$335K	Hold	10,000	–	–	0.04%	134
2025 Q4	$275K	Hold	10,000	–	–	0.03%	136
2025 Q3	$283K	Hold	10,000	–	–	0.03%	141
2025 Q2	$294K	Hold	10,000	–	–	0.03%	140
2025 Q1	$285K	Hold	10,000	–	–	0.03%	140
2024 Q4	$274K	Hold	10,000	–	–	0.03%	142
2024 Q3	$221K	Hold	10,000	–	–	0.02%	155
2024 Q2	$199K	Hold	10,000	–	–	0.02%	158
2024 Q1	$183K	Hold	10,000	–	–	0.02%	162
2023 Q4	$176K	Hold	10,000	–	–	0.02%	161
2023 Q3	$166K	Hold	10,000	–	–	0.02%	154
2023 Q2	$172K	Hold	10,000	–	–	0.02%	146
2023 Q1	$175K	Hold	10,000	–	–	0.02%	145
2022 Q4	$181K	Hold	10,000	–	–	0.02%	144
2022 Q3	$166K	Hold	10,000	–	–	0.02%	144
2022 Q2	$168K	Hold	10,000	–	–	0.02%	148
2022 Q1	$189K	Hold	10,000	–	–	0.02%	152
2021 Q4	$159K	Buy	+10,000	New	+$166K	0.02%	154

Other funds holding KMI

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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wendell David Associates's KMI Position: Q2 2026 in Review

Wendell David Associates held its Kinder Morgan (KMI) position steady in Q2 2026 at 10,000 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #136.

Wendell David Associates first reported a position in KMI in Q4 2021 and has held it in 19 quarters since. The position peaked at $335K in Q1 2026. 667 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Wendell David Associates held 10,000 shares of Kinder Morgan worth $320K as of Q2 2026.
Wendell David Associates left its Kinder Morgan share count unchanged in Q2 2026.
Kinder Morgan made up 0.03% of Wendell David Associates's portfolio in Q2 2026, its #136 holding.
Wendell David Associates first reported a position in Kinder Morgan in Q4 2021 and has held it in 19 quarters since.
Wendell David Associates's Kinder Morgan position peaked at $335K in Q1 2026.
667 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.