Beacon Financial Group’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 | $5.65M | Sell |
176,829
-6,272
| -3% | -$202K | 0.51% | 50 |
|
|
2026
Q1 | $6.14M | Sell |
183,101
-13,140
| -7% | -$411K | 0.61% | 42 |
|
|
2025
Q4 | $5.39M | Sell |
196,241
-9,369
| -5% | -$253K | 0.54% | 43 |
|
|
2025
Q3 | $5.82M | Sell |
205,610
-17,034
| -8% | -$466K | 0.57% | 42 |
|
|
2025
Q2 | $6.55M | Sell |
222,644
-15,602
| -7% | -$428K | 0.68% | 35 |
|
|
2025
Q1 | $6.8M | Sell |
238,246
-27,262
| -10% | -$755K | 0.74% | 30 |
|
|
2024
Q4 | $7.27M | Sell |
265,508
-3,333
| -1% | -$86.9K | 0.78% | 29 |
|
|
2024
Q3 | $5.94M | Sell |
268,841
-5,503
| -2% | -$116K | 0.64% | 40 |
|
|
2024
Q2 | $5.45M | Buy |
274,344
+246,539
| +887% | +$4.7M | 0.62% | 41 |
|
|
2024
Q1 | $510K | Sell |
27,805
-2,114
| -7% | -$36.9K | 0.06% | 211 |
|
|
2023
Q4 | $528K | Buy |
29,919
+8,845
| +42% | +$151K | 0.06% | 211 |
|
|
2023
Q3 | $363K | Sell |
21,074
-1,053
| -5% | -$18.2K | 0.05% | 192 |
|
|
2023
Q2 | $381K | Sell |
22,127
-2,435
| -10% | -$41.4K | 0.05% | 187 |
|
|
2023
Q1 | $436K | Sell |
24,562
-11,705
| -32% | -$208K | 0.06% | 182 |
|
|
2022
Q4 | $656K | Buy |
36,267
+382
| +1% | +$6.87K | 0.09% | 163 |
|
|
2022
Q3 | $600K | Hold |
35,885
| – | – | 0.09% | 165 |
|
|
2022
Q2 | $591K | Buy |
35,885
+604
| +2% | +$11.3K | 0.09% | 175 |
|
|
2022
Q1 | $677K | Buy |
35,281
+5,970
| +20% | +$105K | 0.09% | 170 |
|
|
2021
Q4 | $479K | Sell |
29,311
-2,738
| -9% | -$45.6K | 0.06% | 200 |
|
|
2021
Q3 | $542K | Buy |
32,049
+1,099
| +4% | +$18.7K | 0.07% | 181 |
|
|
2021
Q2 | $541K | Sell |
30,950
-11,022
| -26% | -$196K | 0.08% | 173 |
|
|
2021
Q1 | $653K | Hold |
41,972
| – | – | 0.1% | 149 |
|
|
2020
Q4 | $653K | Buy |
41,972
+4,529
| +12% | +$60.6K | 0.1% | 151 |
|
|
2020
Q3 | $549K | Hold |
37,443
| – | – | 0.1% | 144 |
|
|
2020
Q2 | $549K | Buy |
37,443
+994
| +3% | +$15.1K | 0.11% | 142 |
|
|
2020
Q1 | $484K | Buy |
36,449
+208
| +0.6% | +$3.96K | 0.11% | 133 |
|
|
2019
Q4 | $767K | Buy |
36,241
+6,069
| +20% | +$123K | 0.1% | 127 |
|
|
2019
Q3 | $624K | Sell |
30,172
-491
| -2% | -$10.1K | 0.11% | 131 |
|
|
2019
Q2 | $640K | Buy |
30,663
+986
| +3% | +$19.9K | 0.11% | 130 |
|
|
2019
Q1 | $594 | Sell |
29,677
-469
| -2% | -$8.76K | 0.1% | 126 |
|
|
2018
Q4 | $461K | Buy |
30,146
+14,271
| +90% | +$242K | 0.09% | 132 |
|
|
2018
Q3 | $281K | Sell |
15,875
-1,127
| -7% | -$20.1K | 0.05% | 173 |
|
|
2018
Q2 | $300K | Buy |
17,002
+297
| +2% | +$4.86K | 0.05% | 168 |
|
|
2018
Q1 | $252K | Buy |
+16,705
| New | +$289K | 0.04% | 191 |
|
|
2014
Q1 | – | Sell |
-135,798
| Closed | -$4.92M | – | 177 |
|
|
2013
Q4 | $4.92M | Buy |
135,798
+8,476
| +7% | +$297K | 0.95% | 26 |
|
|
2013
Q3 | $4.56M | Buy |
+127,322
| New | +$4.78M | 0.98% | 26 |
|
Other funds holding KMI
Beacon Financial Group's KMI Position: Q2 2026 in Review
Beacon Financial Group reduced its Kinder Morgan (KMI) stake by 3.4% in Q2 2026, selling an estimated $202K and leaving 176,829 shares worth $5.65M. The position accounts for 0.51% of the portfolio, ranked #50.
Beacon Financial Group first reported a position in KMI in Q3 2013 and has held it in 36 quarters since. The position peaked at $7.27M in Q4 2024. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.
- Beacon Financial Group held 176,829 shares of Kinder Morgan worth $5.65M as of Q2 2026.
- Beacon Financial Group sold 6,272 Kinder Morgan shares in Q2 2026, an estimated $202K.
- Kinder Morgan made up 0.51% of Beacon Financial Group's portfolio in Q2 2026, its #50 holding.
- Beacon Financial Group first reported a position in Kinder Morgan in Q3 2013 and has held it in 36 quarters since.
- Beacon Financial Group's Kinder Morgan position peaked at $7.27M in Q4 2024.
- 1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.
Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.