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Balance Wealth’s Kinder Morgan KMI Stock Holding History

Balance Wealth’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 		– Sell
-6,071
Closed -$204K – 171
2026
Q1 		$204K Buy
+6,071
New +$190K 0.06% 148

Other funds holding KMI

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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Balance Wealth's KMI Position: Q2 2026 in Review

Balance Wealth sold out of Kinder Morgan (KMI) in Q2 2026, closing a stake of 6,071 shares — an estimated $204K sold.

Balance Wealth first reported a position in KMI in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 545 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Balance Wealth reported no remaining Kinder Morgan position as of Q2 2026 after selling out during the quarter.
  • Balance Wealth sold 6,071 Kinder Morgan shares in Q2 2026, an estimated $204K.
  • Balance Wealth first reported a position in Kinder Morgan in Q1 2026 and held it in 1 quarter.
  • Balance Wealth's Kinder Morgan position peaked at $204K in Q1 2026.
  • 545 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.