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Caerus Investment Advisors’s Kinder Morgan KMI Stock Holding History

Caerus 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 		$335K Buy
9,983
+866
+9% +$27.1K 0.14% 151
2025
Q4 		$251K Sell
9,117
-32,105
-78% -$867K 0.08% 264
2025
Q3 		$1.17M Buy
+41,222
New +$1.13M 0.48% 31

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

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

Caerus Investment Advisors increased its Kinder Morgan (KMI) stake by 9.5% in Q1 2026, buying an estimated $27.1K and bringing the position to 9,983 shares worth $335K. The position accounts for 0.14% of the portfolio, ranked #151.

Caerus Investment Advisors first reported a position in KMI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q3 2025. 1,829 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Caerus Investment Advisors held 9,983 shares of Kinder Morgan worth $335K as of Q1 2026.
  • Caerus Investment Advisors bought 866 Kinder Morgan shares in Q1 2026, an estimated $27.1K.
  • Kinder Morgan made up 0.14% of Caerus Investment Advisors's portfolio in Q1 2026, its #151 holding.
  • Caerus Investment Advisors first reported a position in Kinder Morgan in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Kinder Morgan position peaked at $1.17M in Q3 2025.
  • 1,829 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.