Cyndeo Wealth Partners’s Kinder Morgan KMI Stock Holding History

Cyndeo 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 Q2	$10.8M	Buy	337,210 +12,727	+4%	+$410K	0.51%	61
2026 Q1	$10.9M	Buy	324,483 +13,885	+4%	+$434K	0.57%	50
2025 Q4	$8.54M	Buy	310,598 +15,212	+5%	+$411K	0.46%	60
2025 Q3	$8.36M	Sell	295,386 -339	-0.1%	-$9.28K	0.46%	66
2025 Q2	$8.69M	Buy	295,725 +11,956	+4%	+$328K	0.52%	53
2025 Q1	$8.1M	Sell	283,769 -23,088	-8%	-$639K	0.53%	56
2024 Q4	$8.41M	Buy	306,857 +4,516	+1%	+$118K	0.57%	53
2024 Q3	$6.68M	Buy	302,341 +27,059	+10%	+$570K	0.47%	66
2024 Q2	$5.47M	Buy	+275,282	New	+$5.25M	0.43%	69

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cyndeo Wealth Partners's KMI Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Kinder Morgan (KMI) stake by 3.9% in Q2 2026, buying an estimated $410K and bringing the position to 337,210 shares worth $10.8M. The position accounts for 0.51% of the portfolio, ranked #61.

Cyndeo Wealth Partners first reported a position in KMI in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.9M in Q1 2026. 1,834 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Cyndeo Wealth Partners held 337,210 shares of Kinder Morgan worth $10.8M as of Q2 2026.
Cyndeo Wealth Partners bought 12,727 Kinder Morgan shares in Q2 2026, an estimated $410K.
Kinder Morgan made up 0.51% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #61 holding.
Cyndeo Wealth Partners first reported a position in Kinder Morgan in Q2 2024 and has held it in 9 quarters since.
Cyndeo Wealth Partners's Kinder Morgan position peaked at $10.9M in Q1 2026.
1,834 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.