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Beacon Investment Advisors’s Kinder Morgan KMI Stock Holding History

Beacon Investment Advisors’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 		$654K Hold
20,453
– – 0.21% 102
2026
Q1 		$686K Hold
20,453
– – 0.26% 88
2025
Q4 		$562K Hold
20,453
– – 0.23% 95
2025
Q3 		$579K Hold
20,453
– – 0.24% 91
2025
Q2 		$593K Sell
20,453
-1
-0% -$27 0.26% 90
2025
Q1 		$584K Buy
20,454
+1
+0% +$28 0.28% 91
2024
Q4 		$560K Hold
20,453
– – 0.26% 90
2024
Q3 		$452K Buy
20,453
+453
+2% +$9.54K 0.21% 109
2024
Q2 		$397K Buy
+20,000
New +$381K 0.2% 113

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Beacon Investment Advisors's KMI Position: Q2 2026 in Review

Beacon Investment Advisors held its Kinder Morgan (KMI) position steady in Q2 2026 at 20,453 shares worth $654K. The position accounts for 0.21% of the portfolio, ranked #102.

Beacon Investment Advisors first reported a position in KMI in Q2 2024 and has held it in 9 quarters since. The position peaked at $686K in Q1 2026. 1,836 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Beacon Investment Advisors held 20,453 shares of Kinder Morgan worth $654K as of Q2 2026.
  • Beacon Investment Advisors left its Kinder Morgan share count unchanged in Q2 2026.
  • Kinder Morgan made up 0.21% of Beacon Investment Advisors's portfolio in Q2 2026, its #102 holding.
  • Beacon Investment Advisors first reported a position in Kinder Morgan in Q2 2024 and has held it in 9 quarters since.
  • Beacon Investment Advisors's Kinder Morgan position peaked at $686K in Q1 2026.
  • 1,836 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.