Accurate Wealth Management
KMI icon

Accurate Wealth Management’s Kinder Morgan KMI Stock Holding History

Accurate 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
Q3 		$1.61M Buy
48,203
+8,934
+23% +$283K 0.14% 164
2026
Q2 		$1.26M Buy
39,269
+6,062
+18% +$195K 0.12% 185
2026
Q1 		$1.09M Buy
33,207
+3,286
+11% +$103K 0.13% 176
2025
Q4 		$812K Buy
29,921
+1,543
+5% +$41.7K 0.1% 207
2025
Q3 		$775K Buy
28,378
+1,885
+7% +$51.6K 0.1% 208
2025
Q2 		$736K Buy
26,493
+926
+4% +$25.4K 0.11% 195
2025
Q1 		$676K Buy
25,567
+3,286
+15% +$91K 0.13% 163
2024
Q4 		$628K Buy
22,281
+3,743
+20% +$97.6K 0.12% 175
2024
Q3 		$459K Sell
18,538
-419
-2% -$8.83K 0.09% 210
2024
Q2 		$382K Sell
18,957
-3,641
-16% -$69.4K 0.09% 200
2024
Q1 		$426K Buy
22,598
+568
+3% +$9.9K 0.12% 166
2023
Q4 		$393K Sell
22,030
-498
-2% -$8.49K 0.12% 167
2023
Q3 		$390K Buy
22,528
+1,366
+6% +$23.5K 0.12% 161
2023
Q2 		$364K Sell
21,162
-5,385
-20% -$91.4K 0.11% 180
2023
Q1 		$471K Buy
26,547
+10,813
+69% +$192K 0.16% 138
2022
Q4 		$295K Buy
15,734
+1,337
+9% +$24K 0.11% 170
2022
Q3 		$286K Buy
+14,397
New +$256K 0.12% 140

Other funds holding KMI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Accurate Wealth Management's KMI Position: Q3 2026 in Review

Accurate Wealth Management increased its Kinder Morgan (KMI) stake by 23% in Q3 2026, buying an estimated $283K and bringing the position to 48,203 shares worth $1.61M. The position accounts for 0.14% of the portfolio, ranked #164.

Accurate Wealth Management first reported a position in KMI in Q3 2022 and has held it in 17 quarters since. 1,555 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • Accurate Wealth Management held 48,203 shares of Kinder Morgan worth $1.61M as of Q3 2026.
  • Accurate Wealth Management bought 8,934 Kinder Morgan shares in Q3 2026, an estimated $283K.
  • Kinder Morgan made up 0.14% of Accurate Wealth Management's portfolio in Q3 2026, its #164 holding.
  • Accurate Wealth Management first reported a position in Kinder Morgan in Q3 2022 and has held it in 17 quarters since.
  • 1,555 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.