Concord Wealth Partners
KMI icon

Concord Wealth Partners’s Kinder Morgan KMI Stock Holding History

Concord Wealth Partners’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 		$64.9K Sell
2,151
-1
-0% -$32 0.01% 314
2026
Q2 		$68.8K Buy
+2,152
New +$69.4K 0.01% 325
2026
Q1 		– Sell
-2,154
Closed -$59.2K – 523
2025
Q4 		$59.2K Hold
2,154
– – 0.01% 309
2025
Q3 		$61K Sell
2,154
-1
-0% -$27 0.01% 311
2025
Q2 		$63.4K Sell
2,155
-1,406
-39% -$38.6K 0.01% 320
2025
Q1 		$102K Buy
3,561
+260
+8% +$7.2K 0.02% 245
2024
Q4 		$90.4K Hold
3,301
– – 0.01% 259
2024
Q3 		$72.9K Hold
3,301
– – 0.01% 289
2024
Q2 		$65.6K Sell
3,301
-2,933
-47% -$55.9K 0.01% 280
2024
Q1 		$114K Buy
6,234
+2,492
+67% +$43.5K 0.02% 260
2023
Q4 		$66K Sell
3,742
-679
-15% -$11.6K 0.01% 320
2023
Q3 		$73.3K Buy
4,421
+6
+0.1% +$103 0.02% 323
2023
Q2 		$76K Buy
4,415
+7
+0.2% +$119 0.02% 302
2023
Q1 		$77.2K Sell
4,408
-4,028
-48% -$71.6K 0.02% 285
2022
Q4 		$153K Buy
+8,436
New +$152K 0.05% 194
2022
Q3 		– Sell
-8,991
Closed -$151K – 680
2022
Q2 		$151K Buy
8,991
+842
+10% +$15.8K 0.04% 198
2022
Q1 		$154K Buy
8,149
+6
+0.1% +$106 0.04% 224
2021
Q4 		$129K Buy
8,143
+5,315
+188% +$88.4K 0.03% 270
2021
Q3 		$47K Sell
2,828
-4,350
-61% -$73.9K 0.02% 228
2021
Q2 		$131K Hold
7,178
– – 0.04% 193
2021
Q1 		$120K Buy
7,178
+7,176
+358,800% +$110K 0.04% 188
2020
Q4 		$0 Buy
+2
New +$27 ﹤0.01% 687

Other funds holding KMI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Concord Wealth Partners's KMI Position: Q3 2026 in Review

Concord Wealth Partners reduced its Kinder Morgan (KMI) stake by 0.05% in Q3 2026, selling an estimated $32 and leaving 2,151 shares worth $64.9K. The position accounts for 0.01% of the portfolio, ranked #314.

Concord Wealth Partners first reported a position in KMI in Q4 2020 and has held it in 22 quarters since. The position peaked at $154K in Q1 2022. 1,555 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • Concord Wealth Partners held 2,151 shares of Kinder Morgan worth $64.9K as of Q3 2026.
  • Concord Wealth Partners sold 1 Kinder Morgan share in Q3 2026, an estimated $32.
  • Kinder Morgan made up 0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #314 holding.
  • Concord Wealth Partners first reported a position in Kinder Morgan in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Kinder Morgan position peaked at $154K in Q1 2022.
  • 1,555 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.