West Financial Advisors’s Kinder Morgan KMI Stock Holding History

West Financial Advisors’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	$7.18K	Buy	225 +2	+0.9%	+$64	﹤0.01%	146
2026 Q1	$7.46K	Buy	223 +2	+0.9%	+$62	﹤0.01%	143
2025 Q4	$6.06K	Buy	221 +3	+1%	+$81	﹤0.01%	167
2025 Q3	$6.18K	Buy	218 +2	+0.9%	+$55	﹤0.01%	148
2025 Q2	$6.35K	Buy	216 +2	+0.9%	+$55	﹤0.01%	161
2025 Q1	$6.09K	Buy	214 +3	+1%	+$83	﹤0.01%	161
2024 Q4	$5.79K	Buy	211 +2	+1%	+$52	﹤0.01%	162
2024 Q3	$4.62K	Buy	209 +3	+1%	+$63	﹤0.01%	163
2024 Q2	$4.1K	Buy	206 +3	+1%	+$57	﹤0.01%	135
2024 Q1	$3.73K	Buy	203 +3	+2%	+$52	﹤0.01%	133
2023 Q4	$3.53K	Buy	+200	New	+$3.41K	﹤0.01%	138

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

West Financial Advisors's KMI Position: Q2 2026 in Review

West Financial Advisors increased its Kinder Morgan (KMI) stake by 0.9% in Q2 2026, buying an estimated $64 and bringing the position to 225 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #146.

West Financial Advisors first reported a position in KMI in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.46K in Q1 2026. 452 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

West Financial Advisors held 225 shares of Kinder Morgan worth $7.18K as of Q2 2026.
West Financial Advisors bought 2 Kinder Morgan shares in Q2 2026, an estimated $64.
Kinder Morgan made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #146 holding.
West Financial Advisors first reported a position in Kinder Morgan in Q4 2023 and has held it in 11 quarters since.
West Financial Advisors's Kinder Morgan position peaked at $7.46K in Q1 2026.
452 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.