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CWS Financial Advisors’s Kinder Morgan KMI Stock Holding History

CWS Financial 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
Q1 		$580K Buy
17,285
+1,221
+8% +$38.2K 0.15% 84
2025
Q4 		$442K Buy
16,064
+2,367
+17% +$63.9K 0.12% 102
2025
Q3 		$388K Buy
13,697
+1,821
+15% +$49.8K 0.11% 102
2025
Q2 		$349K Buy
11,876
+3,597
+43% +$98.7K 0.1% 104
2025
Q1 		$236K Hold
8,279
– – 0.07% 121
2024
Q4 		$227K Buy
+8,279
New +$216K 0.07% 120
2024
Q1 		– Sell
-24,955
Closed -$440K – 128
2023
Q4 		$440K Sell
24,955
-1,474
-6% -$25.1K 0.17% 94
2023
Q3 		$438K Buy
26,429
+120
+0.5% +$2.07K 0.18% 90
2023
Q2 		$453K Sell
26,309
-1,192
-4% -$20.2K 0.17% 93
2023
Q1 		$482K Buy
27,501
+918
+3% +$16.3K 0.19% 83
2022
Q4 		$443K Sell
26,583
-618
-2% -$11.1K 0.19% 82
2022
Q3 		$453K Hold
27,201
– – 0.22% 82
2022
Q2 		$456K Sell
27,201
-2,603
-9% -$48.7K 0.21% 85
2022
Q1 		$564K Hold
29,804
– – 0.21% 76
2021
Q4 		$473K Buy
+29,804
New +$496K 0.17% 93
2021
Q2 		$534K Buy
29,289
+2,706
+10% +$48.2K 0.21% 73
2021
Q1 		$443K Buy
26,583
+2,116
+9% +$32.3K 0.19% 82
2020
Q4 		$334K Sell
24,467
-8,044
-25% -$108K 0.19% 93
2020
Q3 		$401K Sell
32,511
-318
-1% -$4.43K 0.27% 75
2020
Q2 		$498K Buy
32,829
+7,295
+29% +$111K 0.36% 63
2020
Q1 		$541K Hold
25,534
– – 0.4% 50
2019
Q4 		$541K Buy
+25,534
New +$517K 0.39% 51

Other funds holding KMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CWS Financial Advisors's KMI Position: Q1 2026 in Review

CWS Financial Advisors increased its Kinder Morgan (KMI) stake by 7.6% in Q1 2026, buying an estimated $38.2K and bringing the position to 17,285 shares worth $580K. The position accounts for 0.15% of the portfolio, ranked #84.

CWS Financial Advisors first reported a position in KMI in Q4 2019 and has held it in 22 quarters since. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • CWS Financial Advisors held 17,285 shares of Kinder Morgan worth $580K as of Q1 2026.
  • CWS Financial Advisors bought 1,221 Kinder Morgan shares in Q1 2026, an estimated $38.2K.
  • Kinder Morgan made up 0.15% of CWS Financial Advisors's portfolio in Q1 2026, its #84 holding.
  • CWS Financial Advisors first reported a position in Kinder Morgan in Q4 2019 and has held it in 22 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.