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Advyzon Investment Management’s Kinder Morgan KMI Stock Holding History

Advyzon Investment 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
Q2 		$542K Buy
16,947
+2,972
+21% +$95.8K 0.04% 446
2026
Q1 		$469K Buy
13,975
+5,595
+67% +$175K 0.04% 422
2025
Q4 		$230K Buy
+8,380
New +$226K 0.03% 521

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advyzon Investment Management's KMI Position: Q2 2026 in Review

Advyzon Investment Management increased its Kinder Morgan (KMI) stake by 21% in Q2 2026, buying an estimated $95.8K and bringing the position to 16,947 shares worth $542K. The position accounts for 0.04% of the portfolio, ranked #446.

Advyzon Investment Management first reported a position in KMI in Q4 2025 and has held it in 3 quarters since. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Advyzon Investment Management held 16,947 shares of Kinder Morgan worth $542K as of Q2 2026.
  • Advyzon Investment Management bought 2,972 Kinder Morgan shares in Q2 2026, an estimated $95.8K.
  • Kinder Morgan made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #446 holding.
  • Advyzon Investment Management first reported a position in Kinder Morgan in Q4 2025 and has held it in 3 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.