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Axxcess Wealth Management’s Kinder Morgan KMI Stock Holding History

Axxcess Wealth Management’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
Q2 		$1.76M Sell
55,197
-6,073
-10% -$196K 0.03% 412
2026
Q1 		$2.05M Sell
61,270
-15,301
-20% -$478K 0.07% 187
2025
Q4 		$2.1M Sell
76,571
-3,746
-5% -$101K 0.04% 370
2025
Q3 		$2.27M Buy
80,317
+5,383
+7% +$147K 0.05% 288
2025
Q2 		$2.2M Buy
74,934
+4,551
+6% +$125K 0.05% 269
2025
Q1 		$2.01M Buy
70,383
+3,015
+4% +$83.5K 0.05% 266
2024
Q4 		$1.85M Sell
67,368
-13,745
-17% -$358K 0.04% 291
2024
Q3 		$1.79M Sell
81,113
-1,450
-2% -$30.5K 0.04% 290
2024
Q2 		$1.64M Sell
82,563
-38,845
-32% -$741K 0.04% 289
2024
Q1 		$2.23M Sell
121,408
-3,755
-3% -$65.6K 0.06% 234
2023
Q4 		$2.21M Buy
125,163
+10,697
+9% +$182K 0.06% 232
2023
Q3 		$1.9M Buy
114,466
+60,959
+114% +$1.05M 0.06% 215
2023
Q2 		$921K Sell
53,507
-39,452
-42% -$670K 0.07% 248
2023
Q1 		$1.63M Buy
92,959
+5,791
+7% +$103K 0.12% 164
2022
Q4 		$1.58M Buy
87,168
+45,188
+108% +$813K 0.13% 154
2022
Q3 		$699K Buy
41,980
+97
+0.2% +$1.72K 0.07% 253
2022
Q2 		$702K Buy
41,883
+11,700
+39% +$219K 0.06% 242
2022
Q1 		$571K Buy
30,183
+12,450
+70% +$219K 0.04% 328
2021
Q4 		$281K Buy
+17,733
New +$295K 0.02% 492

Other funds holding KMI

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Axxcess Wealth Management's KMI Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Kinder Morgan (KMI) stake by 9.9% in Q2 2026, selling an estimated $196K and leaving 55,197 shares worth $1.76M. The position accounts for 0.03% of the portfolio, ranked #412.

Axxcess Wealth Management first reported a position in KMI in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.27M in Q3 2025. 1,043 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Axxcess Wealth Management held 55,197 shares of Kinder Morgan worth $1.76M as of Q2 2026.
  • Axxcess Wealth Management sold 6,073 Kinder Morgan shares in Q2 2026, an estimated $196K.
  • Kinder Morgan made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #412 holding.
  • Axxcess Wealth Management first reported a position in Kinder Morgan in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Kinder Morgan position peaked at $2.27M in Q3 2025.
  • 1,043 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.