Avidian Wealth Enterprises’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.96M Buy
155,026
+3,252
+2% +$105K 0.14% 111
2026
Q1
$5.09M Buy
151,774
+102,147
+206% +$3.19M 0.16% 92
2025
Q4
$1.36M Sell
49,627
-545
-1% -$14.7K 0.05% 181
2025
Q3
$1.42M Buy
50,172
+6,353
+14% +$174K 0.05% 175
2025
Q2
$1.29M Sell
43,819
-6,880
-14% -$189K 0.05% 175
2025
Q1
$1.45M Buy
50,699
+10
+0% +$277 0.06% 159
2024
Q4
$1.39M Buy
50,689
+4,498
+10% +$117K 0.06% 150
2024
Q3
$1.02M Sell
46,191
-1,187
-3% -$25K 0.05% 188
2024
Q2
$941K Buy
47,378
+11,524
+32% +$220K 0.04% 192
2024
Q1
$658K Buy
35,854
+978
+3% +$17.1K 0.03% 222
2023
Q4
$615K Sell
34,876
-16,279
-32% -$277K 0.04% 227
2023
Q3
$848K Sell
51,155
-2,268
-4% -$39.1K 0.06% 183
2023
Q2
$920K Sell
53,423
-39,552
-43% -$672K 0.06% 188
2023
Q1
$1.63M Buy
92,975
+33,580
+57% +$597K 0.09% 153
2022
Q4
$1.07M Sell
59,395
-7,993
-12% -$144K 0.07% 168
2022
Q3
$1.12M Sell
67,388
-663
-1% -$11.8K 0.08% 135
2022
Q2
$1.14M Buy
68,051
+3,207
+5% +$60K 0.08% 149
2022
Q1
$1.23M Buy
64,844
+664
+1% +$11.7K 0.08% 167
2021
Q4
$1.02M Buy
64,180
+7,288
+13% +$121K 0.06% 185
2021
Q3
$952K Buy
56,892
+2,613
+5% +$44.4K 0.07% 135
2021
Q2
$989K Buy
54,279
+2,121
+4% +$37.8K 0.08% 133
2021
Q1
$868K Buy
52,158
+9,675
+23% +$148K 0.07% 135
2020
Q4
$581K Sell
42,483
-17,146
-29% -$229K 0.06% 160
2020
Q3
$735K Buy
59,629
+14,054
+31% +$196K 0.08% 117
2020
Q2
$691K Buy
45,575
+8,952
+24% +$136K 0.09% 110
2020
Q1
$510K Buy
36,623
+20,126
+122% +$383K 0.08% 103
2019
Q4
$349K Buy
16,497
+802
+5% +$16.2K 0.05% 158
2019
Q3
$323K Buy
15,695
+294
+2% +$6.04K 0.05% 142
2019
Q2
$322K Sell
15,401
-485
-3% -$9.78K 0.08% 96
2019
Q1
$318K Buy
+15,886
New +$297K 0.07% 90
2016
Q1
Sell
-30,421
Closed -$454K 83
2015
Q4
$454K Buy
+30,421
New +$725K 0.22% 21

Other funds holding KMI

Avidian Wealth Enterprises's KMI Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Kinder Morgan (KMI) stake by 2.1% in Q2 2026, buying an estimated $105K and bringing the position to 155,026 shares worth $4.96M. The position accounts for 0.14% of the portfolio, ranked #111.

Avidian Wealth Enterprises first reported a position in KMI in Q4 2015 and has held it in 31 quarters since. The position peaked at $5.09M in Q1 2026. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Avidian Wealth Enterprises held 155,026 shares of Kinder Morgan worth $4.96M as of Q2 2026.
  • Avidian Wealth Enterprises bought 3,252 Kinder Morgan shares in Q2 2026, an estimated $105K.
  • Kinder Morgan made up 0.14% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #111 holding.
  • Avidian Wealth Enterprises first reported a position in Kinder Morgan in Q4 2015 and has held it in 31 quarters since.
  • Avidian Wealth Enterprises's Kinder Morgan position peaked at $5.09M in Q1 2026.
  • 1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.