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 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Beam Wealth Advisors's KMI Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Kinder Morgan (KMI) stake by 4.1% in Q2 2026, selling an estimated $56.8K and leaving 41,268 shares worth $1.32M. The position accounts for 0.29% of the portfolio, ranked #66.

Beam Wealth Advisors first reported a position in KMI in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.22M in Q2 2025. 767 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Beam Wealth Advisors held 41,268 shares of Kinder Morgan worth $1.32M as of Q2 2026.
Beam Wealth Advisors sold 1,762 Kinder Morgan shares in Q2 2026, an estimated $56.8K.
Kinder Morgan made up 0.29% of Beam Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Beam Wealth Advisors first reported a position in Kinder Morgan in Q1 2021 and has held it in 12 quarters since.
Beam Wealth Advisors's Kinder Morgan position peaked at $2.22M in Q2 2025.
767 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.