Centric Wealth Management’s Kinder Morgan KMI Stock Holding History

Centric Wealth Management’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	$3.73M	Hold	114,855	–	–	0.58%	46
2026 Q1	$3.73M	Sell	114,855 -2,572	-2%	-$80.4K	0.74%	40
2025 Q4	$3.48M	Buy	117,427 +7,565	+7%	+$204K	0.73%	41
2025 Q3	$2.88M	Buy	109,862 +24,625	+29%	+$674K	0.64%	58
2025 Q2	$2.29M	Buy	85,237 +11,691	+16%	+$321K	0.55%	65
2025 Q1	$2.1M	Buy	73,546 +20,193	+38%	+$559K	0.55%	67
2024 Q4	$1.46M	Buy	+53,353	New	+$1.39M	0.39%	72

Other funds holding KMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Centric Wealth Management's KMI Position: Q2 2026 in Review

Centric Wealth Management held its Kinder Morgan (KMI) position steady in Q2 2026 at 114,855 shares worth $3.73M. The position accounts for 0.58% of the portfolio, ranked #46.

Centric Wealth Management first reported a position in KMI in Q4 2024 and has held it in 7 quarters since. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Centric Wealth Management held 114,855 shares of Kinder Morgan worth $3.73M as of Q2 2026.
Centric Wealth Management left its Kinder Morgan share count unchanged in Q2 2026.
Kinder Morgan made up 0.58% of Centric Wealth Management's portfolio in Q2 2026, its #46 holding.
Centric Wealth Management first reported a position in Kinder Morgan in Q4 2024 and has held it in 7 quarters since.
1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.