Evanson Asset Management’s Kinder Morgan KMI Stock Holding History

Evanson Asset 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 Q1	$512K	Sell	15,269 -80	-0.5%	-$2.5K	0.03%	192
2025 Q4	$422K	Sell	15,349 -937	-6%	-$25.3K	0.02%	221
2025 Q3	$461K	Buy	16,286 +51	+0.3%	+$1.4K	0.03%	210
2025 Q2	$477K	Sell	16,235 -173	-1%	-$4.75K	0.03%	208
2025 Q1	$468K	Buy	16,408 +3,177	+24%	+$88K	0.03%	185
2024 Q4	$363K	Buy	13,231 +48	+0.4%	+$1.25K	0.02%	211
2024 Q3	$291K	Buy	13,183 +62	+0.5%	+$1.31K	0.02%	255
2024 Q2	$261K	Buy	13,121 +65	+0.5%	+$1.24K	0.02%	258
2024 Q1	$239K	Sell	13,056 -585	-4%	-$10.2K	0.02%	271
2023 Q4	$241K	Sell	13,641 -12,101	-47%	-$206K	0.02%	261
2023 Q3	$427K	Sell	25,742 -921	-3%	-$15.9K	0.04%	179
2023 Q2	$459K	Sell	26,663 -2,736	-9%	-$46.5K	0.04%	174
2023 Q1	$515K	Buy	29,399 +132	+0.5%	+$2.35K	0.05%	154
2022 Q4	$529K	Sell	29,267 -335	-1%	-$6.03K	0.06%	148
2022 Q3	$493K	Sell	29,602 -6,007	-17%	-$107K	0.06%	149
2022 Q2	$597K	Buy	35,609 +116	+0.3%	+$2.17K	0.07%	134
2022 Q1	$671K	Sell	35,493 -992	-3%	-$17.5K	0.07%	134
2021 Q4	$579K	Buy	36,485 +120	+0.3%	+$2K	0.05%	161
2021 Q3	$649K	Buy	36,365 +115	+0.3%	+$1.95K	0.07%	142
2021 Q2	$661K	Sell	36,250 -2,044	-5%	-$36.4K	0.07%	141
2021 Q1	$638K	Sell	38,294 -541	-1%	-$8.26K	0.09%	135
2020 Q4	$531K	Buy	38,835 +1,927	+5%	+$25.8K	0.08%	147
2020 Q3	$455K	Sell	36,908 -348	-0.9%	-$4.85K	0.08%	142
2020 Q2	$565K	Sell	37,256 -4,917	-12%	-$74.7K	0.11%	110
2020 Q1	$587K	Sell	42,173 -393	-0.9%	-$7.48K	0.14%	95
2019 Q4	$901K	Sell	42,566 -225	-0.5%	-$4.55K	0.18%	75
2019 Q3	$882K	Buy	42,791 +164	+0.4%	+$3.37K	0.18%	74
2019 Q2	$890K	Sell	42,627 -520	-1%	-$10.5K	0.18%	71
2019 Q1	$863K	Sell	43,147 -5,637	-12%	-$105K	0.18%	76
2018 Q4	$750K	Buy	48,784 +3,548	+8%	+$60.1K	0.17%	82
2018 Q3	$802K	Sell	45,236 -3,409	-7%	-$60.9K	0.16%	80
2018 Q2	$860K	Sell	48,645 -5,590	-10%	-$91.5K	0.17%	83
2018 Q1	$817K	Sell	54,235 -3,144	-5%	-$54.5K	0.17%	85
2017 Q4	$1.04M	Sell	57,379 -5,336	-9%	-$95.7K	0.21%	72
2017 Q3	$1.2M	Sell	62,715 -1,253	-2%	-$24.4K	0.26%	63
2017 Q2	$1.23M	Sell	63,968 -12,914	-17%	-$257K	0.28%	62
2017 Q1	$1.67M	Sell	76,882 -2,433	-3%	-$53.2K	0.41%	46
2016 Q4	$1.64M	Sell	79,315 -16,440	-17%	-$348K	0.46%	42
2016 Q3	$2.21M	Sell	95,755 -1,813	-2%	-$38.4K	0.63%	30
2016 Q2	$1.83M	Sell	97,568 -5,759	-6%	-$103K	0.55%	37
2016 Q1	$1.84M	Sell	103,327 -5,115	-5%	-$83.7K	0.63%	30
2015 Q4	$1.62M	Sell	108,442 -25,835	-19%	-$616K	0.59%	38
2015 Q3	$3.72M	Sell	134,277 -6,560	-5%	-$217K	1.39%	16
2015 Q2	$5.41M	Buy	140,837 +6,363	+5%	+$266K	1.89%	11
2015 Q1	$5.66M	Sell	134,474 -4,863	-3%	-$201K	2.02%	11
2014 Q4	$5.89M	Buy	+139,337	New	+$5.49M	2.18%	10

Other funds holding KMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evanson Asset Management's KMI Position: Q1 2026 in Review

Evanson Asset Management reduced its Kinder Morgan (KMI) stake by 0.52% in Q1 2026, selling an estimated $2.5K and leaving 15,269 shares worth $512K. The position accounts for 0.03% of the portfolio, ranked #192.

Evanson Asset Management first reported a position in KMI in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.89M in Q4 2014. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Evanson Asset Management held 15,269 shares of Kinder Morgan worth $512K as of Q1 2026.
Evanson Asset Management sold 80 Kinder Morgan shares in Q1 2026, an estimated $2.5K.
Kinder Morgan made up 0.03% of Evanson Asset Management's portfolio in Q1 2026, its #192 holding.
Evanson Asset Management first reported a position in Kinder Morgan in Q4 2014 and has held it in 46 quarters since.
Evanson Asset Management's Kinder Morgan position peaked at $5.89M in Q4 2014.
1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.