Balboa Wealth Partners’s Kinder Morgan KMI Stock Holding History

Balboa Wealth Partners’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	$388K	Sell	12,123 -22	-0.2%	-$709	0.05%	288
2026 Q1	$407K	Buy	12,145 +583	+5%	+$18.2K	0.07%	241
2025 Q4	$318K	Buy	11,562 +1,398	+14%	+$37.8K	0.05%	279
2025 Q3	$288K	Buy	10,164 +144	+1%	+$3.94K	0.05%	277
2025 Q2	$295K	Sell	10,020 -111	-1%	-$3.05K	0.06%	252
2025 Q1	$289K	Sell	10,131 -9,872	-49%	-$273K	0.07%	206
2024 Q4	$548K	Buy	+20,003	New	+$521K	0.13%	136
2024 Q3	–	Sell	-10,995	Closed	-$218K	–	359
2024 Q2	$218K	Buy	+10,995	New	+$210K	0.06%	242
2023 Q1	–	Sell	-10,944	Closed	-$198K	–	312
2022 Q4	$198K	Buy	+10,944	New	+$197K	0.09%	215

Other funds holding KMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Balboa Wealth Partners's KMI Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Kinder Morgan (KMI) stake by 0.18% in Q2 2026, selling an estimated $709 and leaving 12,123 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #288.

Balboa Wealth Partners first reported a position in KMI in Q4 2022 and has held it in 9 quarters since. The position peaked at $548K in Q4 2024. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Balboa Wealth Partners held 12,123 shares of Kinder Morgan worth $388K as of Q2 2026.
Balboa Wealth Partners sold 22 Kinder Morgan shares in Q2 2026, an estimated $709.
Kinder Morgan made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #288 holding.
Balboa Wealth Partners first reported a position in Kinder Morgan in Q4 2022 and has held it in 9 quarters since.
Balboa Wealth Partners's Kinder Morgan position peaked at $548K in Q4 2024.
1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.