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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beacon Investment Advisors's KMI Position: Q1 2026 in Review

Beacon Investment Advisors held its Kinder Morgan (KMI) position steady in Q1 2026 at 20,453 shares worth $686K. The position accounts for 0.26% of the portfolio, ranked #88.

Beacon Investment Advisors first reported a position in KMI in Q2 2024 and has held it in 8 quarters since. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Beacon Investment Advisors held 20,453 shares of Kinder Morgan worth $686K as of Q1 2026.
  • Beacon Investment Advisors left its Kinder Morgan share count unchanged in Q1 2026.
  • Kinder Morgan made up 0.26% of Beacon Investment Advisors's portfolio in Q1 2026, its #88 holding.
  • Beacon Investment Advisors first reported a position in Kinder Morgan in Q2 2024 and has held it in 8 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.