AWA
KMI icon

Arete Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Arete Wealth 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
Q1 		$2.66M Sell
79,685
-3,294
-4% -$103K 0.2% 131
2025
Q4 		$2.28M Buy
82,979
+9,788
+13% +$264K 0.14% 159
2025
Q3 		$2.07M Buy
73,191
+1,318
+2% +$36.1K 0.13% 158
2025
Q2 		$2.11M Buy
71,873
+776
+1% +$21.3K 0.15% 132
2025
Q1 		$2.03M Sell
71,097
-3,084
-4% -$85.4K 0.15% 141
2024
Q4 		$2.04M Buy
74,181
+7,616
+11% +$199K 0.15% 137
2024
Q3 		$1.47M Sell
66,565
-35,503
-35% -$748K 0.13% 164
2024
Q2 		$2.02M Sell
102,068
-31,875
-24% -$608K 0.17% 125
2024
Q1 		$2.46M Sell
133,943
-14,781
-10% -$258K 0.23% 104
2023
Q4 		$2.62M Buy
148,724
+3,951
+3% +$67.3K 0.2% 106
2023
Q3 		$2.4M Sell
144,773
-1,698
-1% -$29.3K 0.42% 57
2023
Q2 		$2.52M Buy
146,471
+7,816
+6% +$133K 0.22% 100
2023
Q1 		$2.43M Sell
138,655
-428
-0.3% -$7.61K 0.2% 103
2022
Q4 		$2.51B Buy
139,083
+5,086
+4% +$91.5K 0.22% 92
2022
Q3 		$2.23M Buy
133,997
+69,050
+106% +$1.23M 0.22% 94
2022
Q2 		$1.09M Sell
64,947
-49,121
-43% -$920K 0.11% 141
2022
Q1 		$2.16M Buy
114,068
+6,560
+6% +$115K 0.18% 109
2021
Q4 		$1.74M Buy
107,508
+20,249
+23% +$337K 0.15% 133
2021
Q3 		$1.46M Buy
87,259
+41,322
+90% +$702K 0.16% 124
2021
Q2 		$825K Buy
45,937
+4,445
+11% +$79.2K 0.12% 156
2021
Q1 		$691K Buy
41,492
+1,247
+3% +$19K 0.09% 199
2020
Q4 		$550K Buy
40,245
+16,286
+68% +$218K 0.08% 219
2020
Q3 		$295K Buy
23,959
+370
+2% +$5.16K 0.04% 294
2020
Q2 		$358K Buy
23,589
+190
+0.8% +$2.89K 0.06% 264
2020
Q1 		$326K Buy
23,399
+476
+2% +$9.06K 0.06% 236
2019
Q4 		$485K Sell
22,923
-3,521
-13% -$71.3K 0.08% 234
2019
Q3 		$545K Buy
26,444
+1,185
+5% +$24.3K 0.1% 206
2019
Q2 		$527K Buy
25,259
+779
+3% +$15.7K 0.1% 213
2019
Q1 		$490K Buy
24,480
+835
+4% +$15.6K 0.1% 207
2018
Q4 		$364K Buy
+23,645
New +$400K 0.09% 239

Other funds holding KMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arete Wealth Advisors's KMI Position: Q1 2026 in Review

Arete Wealth Advisors reduced its Kinder Morgan (KMI) stake by 4% in Q1 2026, selling an estimated $103K and leaving 79,685 shares worth $2.66M. The position accounts for 0.2% of the portfolio, ranked #131.

Arete Wealth Advisors first reported a position in KMI in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.51B in Q4 2022. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Arete Wealth Advisors held 79,685 shares of Kinder Morgan worth $2.66M as of Q1 2026.
  • Arete Wealth Advisors sold 3,294 Kinder Morgan shares in Q1 2026, an estimated $103K.
  • Kinder Morgan made up 0.2% of Arete Wealth Advisors's portfolio in Q1 2026, its #131 holding.
  • Arete Wealth Advisors first reported a position in Kinder Morgan in Q4 2018 and has held it in 30 quarters since.
  • Arete Wealth Advisors's Kinder Morgan position peaked at $2.51B in Q4 2022.
  • 1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.