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Delap Wealth Advisory’s Kinder Morgan KMI Stock Holding History

Delap Wealth Advisory’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 		$214K Buy
+6,382
New +$199K 0.08% 85
2024
Q1 		– Sell
-13,458
Closed -$237K – 266
2023
Q4 		$237K Buy
+13,458
New +$229K 0.11% 81

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

Delap Wealth Advisory's KMI Position: Q1 2026 in Review

Delap Wealth Advisory opened a new position in Kinder Morgan (KMI) in Q1 2026: 6,382 shares worth $214K. The stake represents 0.08% of the portfolio and ranks #85 among its holdings. This is a return to the name: Delap Wealth Advisory previously reported a position in KMI as recently as Q4 2023.

Delap Wealth Advisory first reported a position in KMI in Q4 2023 and has held it in 2 quarters since. The position peaked at $237K in Q4 2023. 1,829 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Delap Wealth Advisory held 6,382 shares of Kinder Morgan worth $214K as of Q1 2026.
  • Kinder Morgan was a new Delap Wealth Advisory position in Q1 2026.
  • Kinder Morgan made up 0.08% of Delap Wealth Advisory's portfolio in Q1 2026, its #85 holding.
  • Delap Wealth Advisory first reported a position in Kinder Morgan in Q4 2023 and has held it in 2 quarters since.
  • Delap Wealth Advisory's Kinder Morgan position peaked at $237K in Q4 2023.
  • 1,829 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.