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Clearstead Advisors’s Kinder Morgan KMI Stock Holding History

Clearstead 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 		$1.9M Sell
59,428
-7,429
-11% -$239K 0.02% 394
2026
Q1 		$2.24M Buy
66,857
+25,279
+61% +$790K 0.02% 339
2025
Q4 		$1.14M Buy
41,578
+847
+2% +$22.9K 0.01% 440
2025
Q3 		$1.15M Buy
40,731
+7,270
+22% +$199K 0.02% 424
2025
Q2 		$984K Buy
33,461
+2,364
+8% +$64.9K 0.01% 447
2025
Q1 		$887K Sell
31,097
-4,657
-13% -$129K 0.01% 444
2024
Q4 		$980K Sell
35,754
-5,568
-13% -$145K 0.01% 416
2024
Q3 		$913K Sell
41,322
-557
-1% -$11.7K 0.01% 437
2024
Q2 		$832K Buy
41,879
+40,627
+3,245% +$775K 0.01% 429
2024
Q1 		$24K Buy
1,252
+40
+3% +$699 ﹤0.01% 915
2023
Q4 		$21.4K Sell
1,212
-548
-31% -$9.34K ﹤0.01% 928
2023
Q3 		$29.2K Sell
1,760
-215
-11% -$3.71K ﹤0.01% 827
2023
Q2 		$34K Sell
1,975
-152
-7% -$2.58K ﹤0.01% 810
2023
Q1 		$37.2K Buy
2,127
+384
+22% +$6.83K ﹤0.01% 723
2022
Q4 		$31.5K Sell
1,743
-1,700
-49% -$30.6K ﹤0.01% 712
2022
Q3 		$57K Buy
3,443
+1,389
+68% +$24.7K 0.01% 588
2022
Q2 		$34K Buy
2,054
+594
+41% +$11.1K ﹤0.01% 699
2022
Q1 		$28K Hold
1,460
– – ﹤0.01% 788
2021
Q4 		$23K Sell
1,460
-645
-31% -$10.7K ﹤0.01% 794
2021
Q3 		$35K Sell
2,105
-915
-30% -$15.5K ﹤0.01% 670
2021
Q2 		$55K Buy
3,020
+258
+9% +$4.6K ﹤0.01% 540
2021
Q1 		$46K Hold
2,762
– – ﹤0.01% 556
2020
Q4 		$38K Hold
2,762
– – ﹤0.01% 549
2020
Q3 		$34K Sell
2,762
-1,079
-28% -$15K ﹤0.01% 518
2020
Q2 		$58K Buy
3,841
+2,824
+278% +$42.9K 0.01% 412
2020
Q1 		$14K Buy
+1,017
New +$19.4K ﹤0.01% 542
2017
Q4 		– Sell
-93,947
Closed -$1.8M – 242
2017
Q3 		$1.8M Buy
+93,947
New +$1.83M 0.23% 78

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

Clearstead Advisors's KMI Position: Q2 2026 in Review

Clearstead Advisors reduced its Kinder Morgan (KMI) stake by 11% in Q2 2026, selling an estimated $239K and leaving 59,428 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #394.

Clearstead Advisors first reported a position in KMI in Q3 2017 and has held it in 27 quarters since. The position peaked at $2.24M in Q1 2026. 1,834 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Clearstead Advisors held 59,428 shares of Kinder Morgan worth $1.9M as of Q2 2026.
  • Clearstead Advisors sold 7,429 Kinder Morgan shares in Q2 2026, an estimated $239K.
  • Kinder Morgan made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #394 holding.
  • Clearstead Advisors first reported a position in Kinder Morgan in Q3 2017 and has held it in 27 quarters since.
  • Clearstead Advisors's Kinder Morgan position peaked at $2.24M in Q1 2026.
  • 1,834 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.