Evergreen Private Wealth’s Kinder Morgan KMI Stock Holding History

Evergreen Private Wealth’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	$2.16M	Sell	67,554 -572	-0.8%	-$18.4K	0.8%	42
2026 Q1	$2.28M	Sell	68,126 -1,820	-3%	-$56.9K	0.92%	40
2025 Q4	$1.92M	Sell	69,946 -6,038	-8%	-$163K	0.76%	40
2025 Q3	$2.15M	Sell	75,984 -1,965	-3%	-$53.8K	0.87%	39
2025 Q2	$2.29M	Sell	77,949 -2,880	-4%	-$79K	0.96%	41
2025 Q1	$2.31M	Sell	80,829 -1,104	-1%	-$30.6K	1.08%	37
2024 Q4	$2.24M	Sell	81,933 -1,691	-2%	-$44.1K	1.05%	37
2024 Q3	$1.85M	Buy	83,624 +982	+1%	+$20.7K	0.86%	41
2024 Q2	$1.64M	Sell	82,642 -969	-1%	-$18.5K	0.81%	40
2024 Q1	$1.53M	Sell	83,611 -56,924	-41%	-$994K	0.77%	43
2023 Q4	$2.48M	Buy	+140,535	New	+$2.4M	1.34%	34

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Evergreen Private Wealth's KMI Position: Q2 2026 in Review

Evergreen Private Wealth reduced its Kinder Morgan (KMI) stake by 0.84% in Q2 2026, selling an estimated $18.4K and leaving 67,554 shares worth $2.16M. The position accounts for 0.8% of the portfolio, ranked #42.

Evergreen Private Wealth first reported a position in KMI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.48M in Q4 2023. 1,834 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Evergreen Private Wealth held 67,554 shares of Kinder Morgan worth $2.16M as of Q2 2026.
Evergreen Private Wealth sold 572 Kinder Morgan shares in Q2 2026, an estimated $18.4K.
Kinder Morgan made up 0.8% of Evergreen Private Wealth's portfolio in Q2 2026, its #42 holding.
Evergreen Private Wealth first reported a position in Kinder Morgan in Q4 2023 and has held it in 11 quarters since.
Evergreen Private Wealth's Kinder Morgan position peaked at $2.48M in Q4 2023.
1,834 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.