Beam Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Beam Wealth 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 Q3	$1.24M	Sell	41,204 -64	-0.2%	-$2.03K	0.27%	66
2026 Q2	$1.32M	Sell	41,268 -1,762	-4%	-$56.8K	0.29%	66
2026 Q1	$1.44M	Sell	43,030 -10,305	-19%	-$322K	0.36%	57
2025 Q4	$1.47M	Sell	53,335 -4,855	-8%	-$131K	0.4%	52
2025 Q3	$1.65M	Sell	58,190 -17,415	-23%	-$477K	0.45%	51
2025 Q2	$2.22M	Sell	75,605 -2,057	-3%	-$56.5K	0.66%	41
2025 Q1	$2.22M	Sell	77,662 -1,123	-1%	-$31.1K	0.75%	36
2024 Q4	$2.16M	Sell	78,785 -3,457	-4%	-$90.1K	0.68%	39
2024 Q3	$1.82M	Sell	82,242 -765	-0.9%	-$16.1K	0.55%	40
2024 Q2	$1.65M	Buy	+83,007	New	+$1.58M	0.55%	41
2021 Q4	–	Sell	-11,223	Closed	-$188K	–	116
2021 Q3	$188K	Hold	11,223	–	–	0.16%	138
2021 Q2	$205K	Hold	11,223	–	–	0.18%	132
2021 Q1	$187K	Buy	+11,223	New	+$171K	0.17%	132

Other funds holding KMI

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Beam Wealth Advisors's KMI Position: Q3 2026 in Review

Beam Wealth Advisors reduced its Kinder Morgan (KMI) stake by 0.16% in Q3 2026, selling an estimated $2.03K and leaving 41,204 shares worth $1.24M. The position accounts for 0.27% of the portfolio, ranked #66.

Beam Wealth Advisors first reported a position in KMI in Q1 2021 and has held it in 13 quarters since. The position peaked at $2.22M in Q2 2025. 1,477 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

Beam Wealth Advisors held 41,204 shares of Kinder Morgan worth $1.24M as of Q3 2026.
Beam Wealth Advisors sold 64 Kinder Morgan shares in Q3 2026, an estimated $2.03K.
Kinder Morgan made up 0.27% of Beam Wealth Advisors's portfolio in Q3 2026, its #66 holding.
Beam Wealth Advisors first reported a position in Kinder Morgan in Q1 2021 and has held it in 13 quarters since.
Beam Wealth Advisors's Kinder Morgan position peaked at $2.22M in Q2 2025.
1,477 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.