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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
Q2 		$274K Sell
8,556
-1,427
-14% -$46K 0.09% 223
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Caerus Investment Advisors's KMI Position: Q2 2026 in Review

Caerus Investment Advisors reduced its Kinder Morgan (KMI) stake by 14% in Q2 2026, selling an estimated $46K and leaving 8,556 shares worth $274K. The position accounts for 0.09% of the portfolio, ranked #223.

Caerus Investment Advisors first reported a position in KMI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.17M in Q3 2025. 1,837 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Caerus Investment Advisors held 8,556 shares of Kinder Morgan worth $274K as of Q2 2026.
  • Caerus Investment Advisors sold 1,427 Kinder Morgan shares in Q2 2026, an estimated $46K.
  • Kinder Morgan made up 0.09% of Caerus Investment Advisors's portfolio in Q2 2026, its #223 holding.
  • Caerus Investment Advisors first reported a position in Kinder Morgan in Q3 2025 and has held it in 4 quarters since.
  • Caerus Investment Advisors's Kinder Morgan position peaked at $1.17M in Q3 2025.
  • 1,837 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.