Avantax Advisory Services’s Kinder Morgan KMI Stock Holding History

Avantax Advisory Services’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	$3.95M	Buy	134,493 +34,828	+35%	+$956K	0.02%	533
2025 Q1	$2.84M	Buy	99,665 +8,566	+9%	+$237K	0.02%	601
2024 Q4	$2.5M	Sell	91,099 -28,859	-24%	-$752K	0.02%	619
2024 Q3	$2.65M	Buy	119,958 +10,751	+10%	+$226K	0.02%	582
2024 Q2	$2.17M	Buy	109,207 +55,920	+105%	+$1.07M	0.02%	634
2024 Q1	$977K	Sell	53,287 -3,254	-6%	-$56.8K	0.01%	759
2023 Q4	$997K	Buy	56,541 +3,285	+6%	+$56K	0.01%	711
2023 Q3	$883K	Sell	53,256 -37,602	-41%	-$648K	0.01%	736
2023 Q2	$1.56M	Buy	90,858 +471	+0.5%	+$8K	0.02%	534
2023 Q1	$1.58M	Sell	90,387 -8,798	-9%	-$156K	0.02%	509
2022 Q4	$1.79M	Buy	99,185 +4,402	+5%	+$79.2K	0.02%	453
2022 Q3	$1.58M	Sell	94,783 -61,205	-39%	-$1.09M	0.02%	430
2022 Q2	$2.61M	Buy	155,988 +62,654	+67%	+$1.17M	0.04%	324
2022 Q1	$1.76M	Buy	93,334 +19,441	+26%	+$342K	0.02%	407
2021 Q4	$1.17M	Buy	73,893 +2,609	+4%	+$43.4K	0.02%	487
2021 Q3	$1.19M	Buy	71,284 +1,125	+2%	+$19.1K	0.02%	439
2021 Q2	$1.27M	Buy	70,159 +11,232	+19%	+$200K	0.02%	426
2021 Q1	$981K	Buy	58,927 +13,785	+31%	+$211K	0.02%	433
2020 Q4	$616K	Sell	45,142 -80,311	-64%	-$1.07M	0.01%	494
2020 Q3	$1.55M	Buy	125,453 +89,352	+248%	+$1.25M	0.02%	413
2020 Q2	$549K	Buy	36,101 +991	+3%	+$15.1K	0.02%	460
2020 Q1	$490K	Sell	35,110 -90	-0.3%	-$1.71K	0.01%	442
2019 Q4	$743K	Buy	35,200 +18,822	+115%	+$381K	0.02%	392
2019 Q3	$337K	Sell	16,378 -2,573	-14%	-$52.8K	0.01%	407
2019 Q2	$396K	Buy	+18,951	New	+$382K	0.02%	335

Other funds holding KMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Avantax Advisory Services's KMI Position: Q2 2025 in Review

Avantax Advisory Services increased its Kinder Morgan (KMI) stake by 35% in Q2 2025, buying an estimated $956K and bringing the position to 134,493 shares worth $3.95M. The position accounts for 0.02% of the portfolio, ranked #533.

Avantax Advisory Services first reported a position in KMI in Q2 2019 and has held it in 25 quarters since. 1,668 funds tracked by Wall St. Rank hold KMI as of Q2 2025.

Avantax Advisory Services held 134,493 shares of Kinder Morgan worth $3.95M as of Q2 2025.
Avantax Advisory Services bought 34,828 Kinder Morgan shares in Q2 2025, an estimated $956K.
Kinder Morgan made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #533 holding.
Avantax Advisory Services first reported a position in Kinder Morgan in Q2 2019 and has held it in 25 quarters since.
1,668 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.