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Atria Wealth Solutions’s Kinder Morgan KMI Stock Holding History

Atria Wealth Solutions’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
Q2 		$1.55M Sell
52,785
-102,117
-66% -$2.8M 0.04% 492
2025
Q1 		$4.42M Sell
154,902
-29,877
-16% -$827K 0.05% 373
2024
Q4 		$5.06M Buy
184,779
+18,078
+11% +$471K 0.06% 348
2024
Q3 		$3.68M Sell
166,701
-23,298
-12% -$491K 0.04% 429
2024
Q2 		$3.78M Sell
189,999
-3,896
-2% -$74.3K 0.04% 410
2024
Q1 		$3.56M Buy
193,895
+12,163
+7% +$212K 0.04% 442
2023
Q4 		$3.21M Buy
181,732
+13,943
+8% +$238K 0.04% 445
2023
Q3 		$2.78M Sell
167,789
-10,701
-6% -$184K 0.04% 461
2023
Q2 		$3.07M Sell
178,490
-3,922
-2% -$66.6K 0.04% 436
2023
Q1 		$3.19M Sell
182,412
-998
-0.5% -$17.8K 0.05% 393
2022
Q4 		$3.32M Buy
183,410
+6,528
+4% +$117K 0.05% 355
2022
Q3 		$2.94M Buy
176,882
+8,461
+5% +$150K 0.05% 352
2022
Q2 		$2.82M Buy
168,421
+50,823
+43% +$952K 0.05% 357
2022
Q1 		$2.22M Buy
+117,598
New +$2.07M 0.04% 457

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Atria Wealth Solutions's KMI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Kinder Morgan (KMI) stake by 66% in Q2 2025, selling an estimated $2.8M and leaving 52,785 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #492.

Atria Wealth Solutions first reported a position in KMI in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.06M in Q4 2024. 1,670 funds tracked by Wall St. Rank hold KMI as of Q2 2025.

  • Atria Wealth Solutions held 52,785 shares of Kinder Morgan worth $1.55M as of Q2 2025.
  • Atria Wealth Solutions sold 102,117 Kinder Morgan shares in Q2 2025, an estimated $2.8M.
  • Kinder Morgan made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #492 holding.
  • Atria Wealth Solutions first reported a position in Kinder Morgan in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Kinder Morgan position peaked at $5.06M in Q4 2024.
  • 1,670 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.