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EverSource Wealth Advisors’s Kinder Morgan KMI Stock Holding History

EverSource Wealth Advisors’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 		$898K Buy
26,773
+7,130
+36% +$223K 0.03% 415
2025
Q4 		$540K Sell
19,643
-1,375
-7% -$37.1K 0.02% 517
2025
Q3 		$595K Buy
21,018
+7,499
+55% +$205K 0.02% 437
2025
Q2 		$397K Buy
13,519
+2,329
+21% +$63.9K 0.02% 538
2025
Q1 		$319K Buy
11,190
+1,655
+17% +$45.8K 0.02% 502
2024
Q4 		$261K Sell
9,535
-31
-0.3% -$808 0.01% 550
2024
Q3 		$211K Buy
9,566
+69
+0.7% +$1.45K 0.01% 537
2024
Q2 		$201K Buy
9,497
+1,931
+26% +$36.8K 0.01% 556
2024
Q1 		$138K Buy
7,566
+3,468
+85% +$60.6K 0.01% 601
2023
Q4 		$72.3K Buy
4,098
+435
+12% +$7.41K 0.01% 761
2023
Q3 		$60.7K Sell
3,663
-1,421
-28% -$24.5K 0.01% 743
2023
Q2 		$87.5K Sell
5,084
-4,621
-48% -$78.5K 0.01% 625
2023
Q1 		$170K Sell
9,705
-4,530
-32% -$80.6K 0.02% 400
2022
Q4 		$257K Buy
14,235
+5,865
+70% +$105K 0.04% 312
2022
Q3 		$139K Buy
8,370
+6,500
+348% +$116K 0.03% 356
2022
Q2 		$32K Buy
1,870
+219
+13% +$4.1K 0.01% 710
2022
Q1 		$31K Buy
1,651
+38
+2% +$669 0.01% 564
2021
Q4 		$26K Buy
+1,613
New +$26.8K 0.01% 584

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

EverSource Wealth Advisors's KMI Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Kinder Morgan (KMI) stake by 36% in Q1 2026, buying an estimated $223K and bringing the position to 26,773 shares worth $898K. The position accounts for 0.03% of the portfolio, ranked #415.

EverSource Wealth Advisors first reported a position in KMI in Q4 2021 and has held it in 18 quarters since. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • EverSource Wealth Advisors held 26,773 shares of Kinder Morgan worth $898K as of Q1 2026.
  • EverSource Wealth Advisors bought 7,130 Kinder Morgan shares in Q1 2026, an estimated $223K.
  • Kinder Morgan made up 0.03% of EverSource Wealth Advisors's portfolio in Q1 2026, its #415 holding.
  • EverSource Wealth Advisors first reported a position in Kinder Morgan in Q4 2021 and has held it in 18 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.