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Dakota Wealth Management’s Kinder Morgan KMI Stock Holding History

Dakota 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
2026
Q2 		$6.59M Sell
206,278
-12,302
-6% -$396K 0.13% 156
2026
Q1 		$7.33M Sell
218,580
-18,682
-8% -$584K 0.16% 136
2025
Q4 		$6.52M Sell
237,262
-3,638
-2% -$98.3K 0.12% 146
2025
Q3 		$6.82M Sell
240,900
-12,425
-5% -$340K 0.14% 133
2025
Q2 		$7.45M Sell
253,325
-4,021
-2% -$110K 0.16% 116
2025
Q1 		$7.34M Sell
257,346
-13,634
-5% -$377K 0.17% 111
2024
Q4 		$7.42M Sell
270,980
-9,783
-3% -$255K 0.17% 117
2024
Q3 		$6.2M Sell
280,763
-3,764
-1% -$79.3K 0.14% 134
2024
Q2 		$5.65M Buy
284,527
+660
+0.2% +$12.6K 0.13% 139
2024
Q1 		$5.21M Buy
283,867
+38,758
+16% +$677K 0.13% 152
2023
Q4 		$4.32M Sell
245,109
-3,036
-1% -$51.7K 0.17% 137
2023
Q3 		$4.11M Sell
248,145
-188,811
-43% -$3.25M 0.18% 128
2023
Q2 		$7.52M Sell
436,956
-6,628
-1% -$113K 0.35% 74
2023
Q1 		$7.77M Buy
443,584
+22,966
+5% +$408K 0.52% 49
2022
Q4 		$7.6M Buy
420,618
+209,700
+99% +$3.77M 0.54% 42
2022
Q3 		$3.51M Sell
210,918
-1,498
-0.7% -$26.6K 0.28% 86
2022
Q2 		$3.56M Buy
212,416
+2,766
+1% +$51.8K 0.33% 90
2022
Q1 		$3.96M Buy
+209,650
New +$3.69M 0.32% 94
2020
Q1 		– Sell
-83,103
Closed -$1.76M – 301
2019
Q4 		$1.76M Sell
83,103
-43,970
-35% -$890K 0.28% 88
2019
Q3 		$2.62M Buy
127,073
+10,588
+9% +$217K 0.45% 63
2019
Q2 		$2.43M Buy
116,485
+40,317
+53% +$813K 0.47% 60
2019
Q1 		$1.52M Buy
76,168
+29,132
+62% +$544K 0.3% 83
2018
Q4 		$834K Hold
47,036
– – 0.19% 98
2018
Q3 		$834K Buy
+47,036
New +$841K 0.19% 100

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Dakota Wealth Management's KMI Position: Q2 2026 in Review

Dakota Wealth Management reduced its Kinder Morgan (KMI) stake by 5.6% in Q2 2026, selling an estimated $396K and leaving 206,278 shares worth $6.59M. The position accounts for 0.13% of the portfolio, ranked #156.

Dakota Wealth Management first reported a position in KMI in Q3 2018 and has held it in 24 quarters since. The position peaked at $7.77M in Q1 2023. 1,824 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Dakota Wealth Management held 206,278 shares of Kinder Morgan worth $6.59M as of Q2 2026.
  • Dakota Wealth Management sold 12,302 Kinder Morgan shares in Q2 2026, an estimated $396K.
  • Kinder Morgan made up 0.13% of Dakota Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Dakota Wealth Management first reported a position in Kinder Morgan in Q3 2018 and has held it in 24 quarters since.
  • Dakota Wealth Management's Kinder Morgan position peaked at $7.77M in Q1 2023.
  • 1,824 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.