Calton & Associates’s Kinder Morgan KMI Stock Holding History

Calton & Associates’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	–	Sell	-7,698	Closed	-$212K	–	465
2025 Q4	$212K	Sell	7,698 -99	-1%	-$2.67K	0.03%	416
2025 Q3	$221K	Buy	+7,797	New	+$213K	0.03%	383
2018 Q1	–	Sell	-8,167	Closed	-$158K	–	861
2017 Q4	$158K	Buy	+8,167	New	+$147K	0.04%	389

Other funds holding KMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Calton & Associates's KMI Position: Q1 2026 in Review

Calton & Associates sold out of Kinder Morgan (KMI) in Q1 2026, closing a stake of 7,698 shares — an estimated $212K sold.

Calton & Associates first reported a position in KMI in Q4 2017 and held it in 3 quarters. The position peaked at $221K in Q3 2025. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Calton & Associates reported no remaining Kinder Morgan position as of Q1 2026 after selling out during the quarter.
Calton & Associates sold 7,698 Kinder Morgan shares in Q1 2026, an estimated $212K.
Calton & Associates first reported a position in Kinder Morgan in Q4 2017 and held it in 3 quarters.
Calton & Associates's Kinder Morgan position peaked at $221K in Q3 2025.
1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.