Confluence Wealth Services’s Kinder Morgan KMI Stock Holding History

Confluence Wealth Services’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	$1.11M	Buy	34,570 +22,651	+190%	+$730K	0.03%	211
2026 Q1	$400K	Hold	11,919	–	–	0.02%	291
2025 Q4	$328K	Hold	11,919	–	–	0.01%	307
2025 Q3	$337K	Sell	11,919 -142	-1%	-$3.89K	0.02%	298
2025 Q2	$355K	Hold	12,061	–	–	0.02%	288
2025 Q1	$321K	Sell	12,061 -815	-6%	-$22.6K	0.02%	282
2024 Q4	$392K	Sell	12,876 -1,500	-10%	-$39.1K	0.03%	252
2024 Q3	$318K	Sell	14,376 -13,545	-49%	-$285K	0.02%	273
2024 Q2	$555K	Buy	27,921 +14,112	+102%	+$269K	0.04%	213
2024 Q1	$253K	Buy	+13,809	New	+$241K	0.02%	298
2022 Q4	–	Sell	-16,504	Closed	-$274K	–	239
2022 Q3	$274K	Sell	16,504 -1,025	-6%	-$18.2K	0.12%	184
2022 Q2	$325K	Hold	17,529	–	–	0.14%	189
2022 Q1	$331K	Sell	17,529 -882	-5%	-$15.5K	0.12%	177
2021 Q4	$291K	Buy	+18,411	New	+$306K	0.09%	187

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Confluence Wealth Services's KMI Position: Q2 2026 in Review

Confluence Wealth Services increased its Kinder Morgan (KMI) stake by 190% in Q2 2026, buying an estimated $730K and bringing the position to 34,570 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #211.

Confluence Wealth Services first reported a position in KMI in Q4 2021 and has held it in 14 quarters since. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Confluence Wealth Services held 34,570 shares of Kinder Morgan worth $1.11M as of Q2 2026.
Confluence Wealth Services bought 22,651 Kinder Morgan shares in Q2 2026, an estimated $730K.
Kinder Morgan made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #211 holding.
Confluence Wealth Services first reported a position in Kinder Morgan in Q4 2021 and has held it in 14 quarters since.
1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.