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Centricity Wealth Management’s Kinder Morgan KMI Stock Holding History

Centricity 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
2025
Q2 		$28.1K Hold
956
– – 0.02% 221
2025
Q1 		$27.3K Buy
956
+50
+6% +$1.38K 0.02% 222
2024
Q4 		$24.8K Buy
+906
New +$23.6K 0.02% 229

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Centricity Wealth Management's KMI Position: Q2 2025 in Review

Centricity Wealth Management held its Kinder Morgan (KMI) position steady in Q2 2025 at 956 shares worth $28.1K. The position accounts for 0.02% of the portfolio, ranked #221.

Centricity Wealth Management first reported a position in KMI in Q4 2024 and has held it in 3 quarters since. 1,670 funds tracked by Wall St. Rank hold KMI as of Q2 2025.

  • Centricity Wealth Management held 956 shares of Kinder Morgan worth $28.1K as of Q2 2025.
  • Centricity Wealth Management left its Kinder Morgan share count unchanged in Q2 2025.
  • Kinder Morgan made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #221 holding.
  • Centricity Wealth Management first reported a position in Kinder Morgan in Q4 2024 and has held it in 3 quarters since.
  • 1,670 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.