Dogwood Wealth Management’s Kinder Morgan KMI Stock Holding History

Dogwood 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	$23.5K	Sell	734 -60	-8%	-$1.93K	0.01%	230
2026 Q1	$26.6K	Sell	794 -19,246	-96%	-$601K	0.01%	206
2025 Q4	$551K	Sell	20,040 -9,803	-33%	-$265K	0.24%	65
2025 Q3	$845K	Buy	29,843 +3,571	+14%	+$97.7K	0.38%	48
2025 Q2	$739K	Buy	26,272 +269	+1%	+$7.38K	0.36%	61
2025 Q1	$742K	Sell	26,003 -272	-1%	-$7.53K	0.39%	50
2024 Q4	$720K	Buy	26,275 +4,253	+19%	+$111K	0.38%	45
2024 Q3	$486K	Buy	22,022 +3,790	+21%	+$79.8K	0.28%	71
2024 Q2	$362K	Buy	18,232 +4,754	+35%	+$90.7K	0.22%	64
2024 Q1	$247K	Buy	+13,478	New	+$235K	0.17%	70
2023 Q4	–	Hold	0	–	–	–	365

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

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

Dogwood Wealth Management reduced its Kinder Morgan (KMI) stake by 7.6% in Q2 2026, selling an estimated $1.93K and leaving 734 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #230.

Dogwood Wealth Management first reported a position in KMI in Q1 2024 and has held it in 10 quarters since. The position peaked at $845K in Q3 2025. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Dogwood Wealth Management held 734 shares of Kinder Morgan worth $23.5K as of Q2 2026.
Dogwood Wealth Management sold 60 Kinder Morgan shares in Q2 2026, an estimated $1.93K.
Kinder Morgan made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #230 holding.
Dogwood Wealth Management first reported a position in Kinder Morgan in Q1 2024 and has held it in 10 quarters since.
Dogwood Wealth Management's Kinder Morgan position peaked at $845K in Q3 2025.
1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.