Clearstead Trust’s Kinder Morgan KMI Stock Holding History

Clearstead Trust’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 Q3	$65.8K	Hold	2,181	–	–	0.01%	301
2026 Q2	$69.7K	Hold	2,181	–	–	0.01%	289
2026 Q1	$73.1K	Hold	2,181	–	–	0.01%	271
2025 Q4	$60K	Sell	2,181 -88	-4%	-$2.38K	0.01%	309
2025 Q3	$64.2K	Sell	2,269 -309	-12%	-$8.46K	0.01%	287
2025 Q2	$75.8K	Buy	2,578 +1,185	+85%	+$32.5K	0.01%	273
2025 Q1	$39.7K	Buy	+1,393	New	+$38.6K	0.01%	294
2019 Q2	–	Sell	-10,731	Closed	-$215K	–	199
2019 Q1	$215K	Hold	10,731	–	–	0.18%	91
2018 Q4	$165K	Sell	10,731 -15,218	-59%	-$258K	0.15%	101
2018 Q3	$460K	Sell	25,949 -1,885	-7%	-$33.7K	0.35%	58
2018 Q2	$492K	Sell	27,834 -17,265	-38%	-$282K	0.44%	50
2018 Q1	$679K	Buy	45,099 +70	+0.2%	+$1.21K	0.58%	48
2017 Q4	$814K	Sell	45,029 -9,041	-17%	-$162K	0.56%	54
2017 Q3	$1.04M	Sell	54,070 -2,866	-5%	-$55.8K	0.77%	49
2017 Q2	$1.09M	Buy	56,936 +9,409	+20%	+$187K	0.86%	42
2017 Q1	$1.03M	Sell	47,527 -898	-2%	-$19.6K	0.86%	44
2016 Q4	$1M	Buy	+48,425	New	+$1.02M	0.9%	39

Other funds holding KMI

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Clearstead Trust's KMI Position: Q3 2026 in Review

Clearstead Trust held its Kinder Morgan (KMI) position steady in Q3 2026 at 2,181 shares worth $65.8K. The position accounts for 0.01% of the portfolio, ranked #301.

Clearstead Trust first reported a position in KMI in Q4 2016 and has held it in 17 quarters since. The position peaked at $1.09M in Q2 2017. 1,320 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

Clearstead Trust held 2,181 shares of Kinder Morgan worth $65.8K as of Q3 2026.
Clearstead Trust left its Kinder Morgan share count unchanged in Q3 2026.
Kinder Morgan made up 0.01% of Clearstead Trust's portfolio in Q3 2026, its #301 holding.
Clearstead Trust first reported a position in Kinder Morgan in Q4 2016 and has held it in 17 quarters since.
Clearstead Trust's Kinder Morgan position peaked at $1.09M in Q2 2017.
1,320 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Clearstead Trust's 13F filing for Q3 2026, filed 6 Nov 2026.