Evercore Wealth Management’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.78M Hold
53,090
0.03% 164
2025
Q4
$1.46M Sell
53,090
-20
-0% -$540 0.02% 186
2025
Q3
$1.5M Buy
53,110
+20
+0% +$547 0.02% 187
2025
Q2
$1.56M Hold
53,090
0.02% 178
2025
Q1
$1.51M Hold
53,090
0.02% 186
2024
Q4
$1.45M Buy
+53,090
New +$1.38M 0.02% 185
2020
Q3
Sell
-17,870
Closed -$272K 381
2020
Q2
$272K Sell
17,870
-2,939
-14% -$44.7K 0.01% 319
2020
Q1
$290K Sell
20,809
-18,715
-47% -$356K 0.01% 301
2019
Q4
$837K Sell
39,524
-3,680
-9% -$74.5K 0.02% 228
2019
Q3
$890K Sell
43,204
-147
-0.3% -$3.02K 0.03% 219
2019
Q2
$905K Buy
43,351
+3,000
+7% +$60.5K 0.03% 218
2019
Q1
$807K Sell
40,351
-8,360
-17% -$156K 0.03% 223
2018
Q4
$749K Sell
48,711
-6,080
-11% -$103K 0.03% 211
2018
Q3
$971K Sell
54,791
-6,796
-11% -$121K 0.03% 202
2018
Q2
$1.09M Buy
61,587
+31,443
+104% +$514K 0.04% 185
2018
Q1
$454K Hold
30,144
0.02% 255
2017
Q4
$545K Buy
30,144
+2,857
+10% +$51.3K 0.02% 246
2017
Q3
$524K Sell
27,287
-4,721
-15% -$92K 0.02% 247
2017
Q2
$614K Sell
32,008
-7,374
-19% -$147K 0.02% 230
2017
Q1
$856K Sell
39,382
-10,596
-21% -$232K 0.03% 201
2016
Q4
$1.03M Sell
49,978
-606
-1% -$12.8K 0.04% 175
2016
Q3
$1.17M Buy
50,584
+9,917
+24% +$210K 0.05% 170
2016
Q2
$761K Sell
40,667
-10,750
-21% -$192K 0.03% 197
2016
Q1
$918K Sell
51,417
-4,338
-8% -$71K 0.04% 180
2015
Q4
$832K Sell
55,755
-63,404
-53% -$1.51M 0.04% 197
2015
Q3
$3.3M Sell
119,159
-24,917
-17% -$825K 0.16% 106
2015
Q2
$5.53M Sell
144,076
-747
-0.5% -$31.2K 0.25% 89
2015
Q1
$6.09M Buy
144,823
+2,514
+2% +$104K 0.28% 83
2014
Q4
$6.02M Buy
142,309
+94,947
+200% +$3.74M 0.3% 77
2014
Q3
$1.82M Buy
47,362
+19,920
+73% +$757K 0.09% 142
2014
Q2
$997K Sell
27,442
-6,885
-20% -$232K 0.05% 189
2014
Q1
$1.11M Sell
34,327
-61,591
-64% -$2.06M 0.06% 174
2013
Q4
$3.45M Sell
95,918
-24,717
-20% -$866K 0.19% 113
2013
Q3
$4.29M Buy
120,635
+1,794
+2% +$67.3K 0.25% 107
2013
Q2
$4.54M Buy
+118,841
New +$4.61M 0.26% 104

Other funds holding KMI

Evercore Wealth Management's KMI Position: Q1 2026 in Review

Evercore Wealth Management held its Kinder Morgan (KMI) position steady in Q1 2026 at 53,090 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #164.

Evercore Wealth Management first reported a position in KMI in Q2 2013 and has held it in 35 quarters since. The position peaked at $6.09M in Q1 2015. 1,829 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Evercore Wealth Management held 53,090 shares of Kinder Morgan worth $1.78M as of Q1 2026.
  • Evercore Wealth Management left its Kinder Morgan share count unchanged in Q1 2026.
  • Kinder Morgan made up 0.03% of Evercore Wealth Management's portfolio in Q1 2026, its #164 holding.
  • Evercore Wealth Management first reported a position in Kinder Morgan in Q2 2013 and has held it in 35 quarters since.
  • Evercore Wealth Management's Kinder Morgan position peaked at $6.09M in Q1 2015.
  • 1,829 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.