Atlas Private Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Atlas Private 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
2025 Q3	–	Sell	-12,167	Closed	-$358K	–	171
2025 Q2	$358K	Buy	12,167 +228	+2%	+$6.26K	0.05%	142
2025 Q1	$341K	Buy	11,939 +185	+2%	+$5.12K	0.05%	134
2024 Q4	$322K	Buy	11,754 +2	+0%	+$52	0.05%	127
2024 Q3	$260K	Buy	11,752 +4	+0%	+$84	0.04%	138
2024 Q2	$233K	Buy	+11,748	New	+$224K	0.04%	141
2024 Q1	–	Sell	-18,538	Closed	-$327K	–	143
2023 Q4	$327K	Buy	18,538 +2,066	+13%	+$35.2K	0.06%	113
2023 Q3	$273K	Buy	+16,472	New	+$284K	0.05%	152
2021 Q4	–	Sell	-348	Closed	-$6K	–	451
2021 Q3	$6K	Hold	348	–	–	﹤0.01%	535
2021 Q2	$6K	Buy	348 +103	+42%	+$1.84K	﹤0.01%	549
2021 Q1	$4K	Hold	245	–	–	﹤0.01%	649
2020 Q4	$3K	Hold	245	–	–	﹤0.01%	594
2020 Q3	$3K	Hold	245	–	–	﹤0.01%	534
2020 Q2	$4K	Buy	+245	New	+$3.72K	﹤0.01%	533

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Atlas Private Wealth Advisors's KMI Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of Kinder Morgan (KMI) in Q3 2025, closing a stake of 12,167 shares — an estimated $358K sold.

Atlas Private Wealth Advisors first reported a position in KMI in Q2 2020 and held it in 13 quarters. The position peaked at $358K in Q2 2025. 1,681 funds tracked by Wall St. Rank hold KMI as of Q3 2025.

Atlas Private Wealth Advisors reported no remaining Kinder Morgan position as of Q3 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 12,167 Kinder Morgan shares in Q3 2025, an estimated $358K.
Atlas Private Wealth Advisors first reported a position in Kinder Morgan in Q2 2020 and held it in 13 quarters.
Atlas Private Wealth Advisors's Kinder Morgan position peaked at $358K in Q2 2025.
1,681 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.