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CBIZ Investment Advisory Services’s Kinder Morgan KMI Stock Holding History

CBIZ Investment Advisory Services’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 		$2.45K Hold
73
– – ﹤0.01% 315
2026
Q1 		$2.45K Sell
73
-79
-52% -$2.47K ﹤0.01% 315
2025
Q4 		$4.18K Sell
152
-18
-11% -$486 ﹤0.01% 538
2025
Q3 		$4.81K Buy
170
+18
+12% +$493 ﹤0.01% 447
2025
Q2 		$4.47K Buy
152
+60
+65% +$1.65K ﹤0.01% 446
2025
Q1 		$2.63K Buy
+92
New +$2.55K ﹤0.01% 449

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's KMI Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Kinder Morgan (KMI) position steady in Q2 2026 at 73 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

CBIZ Investment Advisory Services first reported a position in KMI in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.81K in Q3 2025. 1,840 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • CBIZ Investment Advisory Services held 73 shares of Kinder Morgan worth $2.45K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Kinder Morgan share count unchanged in Q2 2026.
  • Kinder Morgan made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #315 holding.
  • CBIZ Investment Advisory Services first reported a position in Kinder Morgan in Q1 2025 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Kinder Morgan position peaked at $4.81K in Q3 2025.
  • 1,840 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.