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Congress Wealth Management’s Kinder Morgan KMI Stock Holding History

Congress 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 		$6.88M Buy
234,179
+6,024
+3% +$165K 0.07% 325
2025
Q1 		$6.51M Buy
228,155
+16,169
+8% +$448K 0.08% 283
2024
Q4 		$5.81M Buy
211,986
+5,675
+3% +$148K 0.08% 270
2024
Q3 		$4.56M Buy
206,311
+194,989
+1,722% +$4.11M 0.06% 306
2024
Q2 		$225K Sell
11,322
-5,197
-31% -$99.1K ﹤0.01% 676
2024
Q1 		$303K Buy
+16,519
New +$289K 0.01% 507

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 $3.38T AUM 44.17% 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

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

Congress Wealth Management increased its Kinder Morgan (KMI) stake by 2.6% in Q2 2025, buying an estimated $165K and bringing the position to 234,179 shares worth $6.88M. The position accounts for 0.07% of the portfolio, ranked #325.

Congress Wealth Management first reported a position in KMI in Q1 2024 and has held it in 6 quarters since. 1,670 funds tracked by Wall St. Rank hold KMI as of Q2 2025.

  • Congress Wealth Management held 234,179 shares of Kinder Morgan worth $6.88M as of Q2 2025.
  • Congress Wealth Management bought 6,024 Kinder Morgan shares in Q2 2025, an estimated $165K.
  • Kinder Morgan made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #325 holding.
  • Congress Wealth Management first reported a position in Kinder Morgan in Q1 2024 and has held it in 6 quarters since.
  • 1,670 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.