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Arkadios Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Arkadios 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 		$10.1M Sell
301,894
-8,286
-3% -$259K 0.17% 141
2025
Q4 		$8.53M Buy
310,180
+8,036
+3% +$217K 0.17% 138
2025
Q3 		$8.55M Buy
302,144
+9,880
+3% +$270K 0.21% 108
2025
Q2 		$8.59M Buy
292,264
+134,515
+85% +$3.69M 0.25% 76
2025
Q1 		$4.5M Buy
157,749
+76,660
+95% +$2.12M 0.17% 136
2024
Q4 		$2.22M Sell
81,089
-268
-0.3% -$6.99K 0.12% 162
2024
Q3 		$1.8M Buy
81,357
+2,446
+3% +$51.5K 0.1% 203
2024
Q2 		$1.57M Buy
78,911
+13,209
+20% +$252K 0.11% 201
2024
Q1 		$1.2M Buy
65,702
+5,748
+10% +$100K 0.09% 206
2023
Q4 		$1.06M Buy
59,954
+4,821
+9% +$82.2K 0.09% 213
2023
Q3 		$914K Buy
+55,133
New +$950K 0.09% 224
2022
Q1 		– Sell
-11,748
Closed -$186K – 600
2021
Q4 		$186K Sell
11,748
-17,913
-60% -$298K 0.02% 561
2021
Q3 		$496K Sell
29,661
-55,597
-65% -$944K 0.07% 291
2021
Q2 		$1.55M Sell
85,258
-55
-0.1% -$981 0.19% 139
2021
Q1 		$1.42M Buy
85,313
+82,233
+2,670% +$1.26M 0.23% 112
2020
Q4 		$42K Buy
3,080
+1,131
+58% +$15.1K 0.01% 586
2020
Q3 		$25.1K Buy
1,949
+689
+55% +$9.6K 0.01% 553
2020
Q2 		$18.3K Sell
1,260
-342
-21% -$5.2K 0.01% 553
2020
Q1 		$22.3K Buy
1,602
+278
+21% +$5.29K 0.01% 465
2019
Q4 		$29K Buy
+1,324
New +$26.8K 0.02% 393

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

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

Arkadios Wealth Advisors reduced its Kinder Morgan (KMI) stake by 2.7% in Q1 2026, selling an estimated $259K and leaving 301,894 shares worth $10.1M. The position accounts for 0.17% of the portfolio, ranked #141.

Arkadios Wealth Advisors first reported a position in KMI in Q4 2019 and has held it in 20 quarters since. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Arkadios Wealth Advisors held 301,894 shares of Kinder Morgan worth $10.1M as of Q1 2026.
  • Arkadios Wealth Advisors sold 8,286 Kinder Morgan shares in Q1 2026, an estimated $259K.
  • Kinder Morgan made up 0.17% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #141 holding.
  • Arkadios Wealth Advisors first reported a position in Kinder Morgan in Q4 2019 and has held it in 20 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

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