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Beacon Pointe Advisors’s Kinder Morgan KMI Stock Holding History

Beacon Pointe 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 		$17.3M Buy
516,678
+59,773
+13% +$1.87M 0.09% 204
2025
Q4 		$12.6M Sell
456,905
-18,557
-4% -$501K 0.09% 209
2025
Q3 		$13.5M Buy
475,462
+67,567
+17% +$1.85M 0.11% 179
2025
Q2 		$12M Sell
407,895
-88,065
-18% -$2.42M 0.13% 157
2025
Q1 		$14.1M Buy
495,960
+60,636
+14% +$1.68M 0.16% 133
2024
Q4 		$11.9M Buy
435,324
+8,626
+2% +$225K 0.13% 146
2024
Q3 		$9.43M Sell
426,698
-21,511
-5% -$453K 0.11% 170
2024
Q2 		$8.91M Sell
448,209
-23,922
-5% -$456K 0.11% 176
2024
Q1 		$8.66M Buy
472,131
+54,574
+13% +$953K 0.1% 192
2023
Q4 		$7.37M Buy
417,557
+161,109
+63% +$2.75M 0.09% 208
2023
Q3 		$4.25M Buy
256,448
+190,052
+286% +$3.28M 0.05% 303
2023
Q2 		$1.14M Sell
66,396
-9,713
-13% -$165K 0.02% 499
2023
Q1 		$1.33M Buy
76,109
+1,729
+2% +$30.8K 0.02% 479
2022
Q4 		$1.34M Buy
74,380
+18,845
+34% +$339K 0.03% 446
2022
Q3 		$924K Buy
55,535
+11,466
+26% +$204K 0.02% 479
2022
Q2 		$739K Sell
44,069
-12,714
-22% -$238K 0.02% 545
2022
Q1 		$1.07M Buy
56,783
+24,836
+78% +$437K 0.01% 599
2021
Q4 		$507K Sell
31,947
-20,353
-39% -$339K 0.01% 570
2021
Q3 		$875K Buy
52,300
+20,132
+63% +$342K 0.02% 431
2021
Q2 		$586K Buy
+32,168
New +$573K 0.02% 448

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 Pointe Advisors's KMI Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Kinder Morgan (KMI) stake by 13% in Q1 2026, buying an estimated $1.87M and bringing the position to 516,678 shares worth $17.3M. The position accounts for 0.09% of the portfolio, ranked #204.

Beacon Pointe Advisors first reported a position in KMI in Q2 2021 and has held it in 20 quarters since. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Beacon Pointe Advisors held 516,678 shares of Kinder Morgan worth $17.3M as of Q1 2026.
  • Beacon Pointe Advisors bought 59,773 Kinder Morgan shares in Q1 2026, an estimated $1.87M.
  • Kinder Morgan made up 0.09% of Beacon Pointe Advisors's portfolio in Q1 2026, its #204 holding.
  • Beacon Pointe Advisors first reported a position in Kinder Morgan in Q2 2021 and has held it in 20 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.