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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
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
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

Cyndeo Wealth Partners's KMI Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its Kinder Morgan (KMI) stake by 4.5% in Q1 2026, buying an estimated $434K and bringing the position to 324,483 shares worth $10.9M. The position accounts for 0.57% of the portfolio, ranked #50.

Cyndeo Wealth Partners first reported a position in KMI in Q2 2024 and has held it in 8 quarters since. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Cyndeo Wealth Partners held 324,483 shares of Kinder Morgan worth $10.9M as of Q1 2026.
  • Cyndeo Wealth Partners bought 13,885 Kinder Morgan shares in Q1 2026, an estimated $434K.
  • Kinder Morgan made up 0.57% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #50 holding.
  • Cyndeo Wealth Partners first reported a position in Kinder Morgan in Q2 2024 and has held it in 8 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.