Exencial Wealth Advisors’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 | $1.06M | Buy |
31,473
+1,887
| +6% | +$59K | 0.03% | 288 |
|
|
2025
Q4 | $813K | Sell |
29,586
-932
| -3% | -$25.2K | 0.03% | 325 |
|
|
2025
Q3 | $864K | Buy |
30,518
+4,031
| +15% | +$110K | 0.03% | 310 |
|
|
2025
Q2 | $779K | Sell |
26,487
-506
| -2% | -$13.9K | 0.03% | 313 |
|
|
2025
Q1 | $770K | Buy |
26,993
+1,072
| +4% | +$29.7K | 0.03% | 317 |
|
|
2024
Q4 | $710K | Buy |
25,921
+132
| +0.5% | +$3.44K | 0.03% | 321 |
|
|
2024
Q3 | $570K | Buy |
25,789
+162
| +0.6% | +$3.41K | 0.02% | 338 |
|
|
2024
Q2 | $509K | Sell |
25,627
-597
| -2% | -$11.4K | 0.02% | 351 |
|
|
2024
Q1 | $481K | Sell |
26,224
-1,169
| -4% | -$20.4K | 0.02% | 357 |
|
|
2023
Q4 | $483K | Buy |
27,393
+826
| +3% | +$14.1K | 0.02% | 345 |
|
|
2023
Q3 | $440K | Buy |
26,567
+240
| +0.9% | +$4.14K | 0.02% | 311 |
|
|
2023
Q2 | $453K | Buy |
26,327
+161
| +0.6% | +$2.73K | 0.02% | 310 |
|
|
2023
Q1 | $458K | Buy |
26,166
+7
| +0% | +$125 | 0.02% | 295 |
|
|
2022
Q4 | $473K | Buy |
26,159
+25
| +0.1% | +$450 | 0.03% | 296 |
|
|
2022
Q3 | $435K | Sell |
26,134
-41
| -0.2% | -$729 | 0.03% | 293 |
|
|
2022
Q2 | $439K | Buy |
26,175
+5,520
| +27% | +$103K | 0.02% | 289 |
|
|
2022
Q1 | $391K | Buy |
20,655
+62
| +0.3% | +$1.09K | 0.02% | 316 |
|
|
2021
Q4 | $327K | Sell |
20,593
-6,973
| -25% | -$116K | 0.02% | 375 |
|
|
2021
Q3 | $461K | Sell |
27,566
-108
| -0.4% | -$1.83K | 0.02% | 249 |
|
|
2021
Q2 | $504K | Buy |
27,674
+151
| +0.5% | +$2.69K | 0.03% | 310 |
|
|
2021
Q1 | $458K | Buy |
27,523
+5,810
| +27% | +$88.7K | 0.03% | 289 |
|
|
2020
Q4 | $297K | Buy |
21,713
+201
| +0.9% | +$2.69K | 0.02% | 311 |
|
|
2020
Q3 | $265K | Sell |
21,512
-5,257
| -20% | -$73.3K | 0.01% | 315 |
|
|
2020
Q2 | $406K | Buy |
26,769
+11,754
| +78% | +$179K | 0.04% | 240 |
|
|
2020
Q1 | $209K | Buy |
15,015
+3,851
| +34% | +$73.3K | 0.04% | 225 |
|
|
2019
Q4 | $236K | Sell |
11,164
-1,650
| -13% | -$33.4K | 0.04% | 239 |
|
|
2019
Q3 | $264K | Buy |
12,814
+641
| +5% | +$13.2K | 0.06% | 211 |
|
|
2019
Q2 | $254K | Hold |
12,173
| – | – | 0.06% | 196 |
|
|
2019
Q1 | $244K | Sell |
12,173
-255
| -2% | -$4.76K | 0.06% | 199 |
|
|
2018
Q4 | $191K | Buy |
12,428
+690
| +6% | +$11.7K | 0.05% | 203 |
|
|
2018
Q3 | $208K | Sell |
11,738
-3,371
| -22% | -$60.3K | 0.05% | 181 |
|
|
2018
Q2 | $267K | Buy |
15,109
+1,609
| +12% | +$26.3K | 0.07% | 148 |
|
|
2018
Q1 | $203K | Buy |
+13,500
| New | +$234K | 0.06% | 163 |
|
|
2016
Q1 | – | Sell |
-20,877
| Closed | -$296K | – | 153 |
|
|
2015
Q4 | $296K | Sell |
20,877
-7,529
| -27% | -$179K | 0.15% | 112 |
|
|
2015
Q3 | $786K | Sell |
28,406
-8,708
| -23% | -$288K | 0.38% | 69 |
|
|
2015
Q2 | $1.3M | Buy |
+37,114
| New | +$1.55M | 0.82% | 42 |
|
Other funds holding KMI
Exencial Wealth Advisors's KMI Position: Q1 2026 in Review
Exencial Wealth Advisors increased its Kinder Morgan (KMI) stake by 6.4% in Q1 2026, buying an estimated $59K and bringing the position to 31,473 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #288.
Exencial Wealth Advisors first reported a position in KMI in Q2 2015 and has held it in 36 quarters since. The position peaked at $1.3M in Q2 2015. 1,839 funds tracked by Wall St. Rank hold KMI as of Q1 2026.
- Exencial Wealth Advisors held 31,473 shares of Kinder Morgan worth $1.06M as of Q1 2026.
- Exencial Wealth Advisors bought 1,887 Kinder Morgan shares in Q1 2026, an estimated $59K.
- Kinder Morgan made up 0.03% of Exencial Wealth Advisors's portfolio in Q1 2026, its #288 holding.
- Exencial Wealth Advisors first reported a position in Kinder Morgan in Q2 2015 and has held it in 36 quarters since.
- Exencial Wealth Advisors's Kinder Morgan position peaked at $1.3M in Q2 2015.
- 1,839 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.
Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.