Fiduciary Alliance’s Kinder Morgan KMI Stock Holding History

Fiduciary Alliance’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	$10.6M	Sell	335,053 -35,172	-10%	-$1.1M	0.64%	35
2025 Q4	$10.2M	Buy	370,225 +22,993	+7%	+$621K	0.67%	32
2025 Q3	$9.83M	Sell	347,232 -16,310	-4%	-$446K	0.66%	32
2025 Q2	$10.7M	Buy	363,542 +51,157	+16%	+$1.4M	0.8%	24
2025 Q1	$8.91M	Buy	312,385 +14,630	+5%	+$405K	0.88%	27
2024 Q4	$8.16M	Buy	297,755 +153,041	+106%	+$3.99M	0.82%	28
2024 Q3	$3.2M	Buy	+144,714	New	+$3.05M	0.42%	61
2023 Q3	–	Sell	-4,391	Closed	-$75.6K	–	594
2023 Q2	$75.6K	Buy	+4,391	New	+$74.6K	0.02%	252
2023 Q1	–	Sell	-4,241	Closed	-$76.7K	–	526
2022 Q4	$76.7K	Buy	+4,241	New	+$76.3K	0.02%	187

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

Fiduciary Alliance's KMI Position: Q1 2026 in Review

Fiduciary Alliance reduced its Kinder Morgan (KMI) stake by 9.5% in Q1 2026, selling an estimated $1.1M and leaving 335,053 shares worth $10.6M. The position accounts for 0.64% of the portfolio, ranked #35.

Fiduciary Alliance first reported a position in KMI in Q4 2022 and has held it in 9 quarters since. The position peaked at $10.7M in Q2 2025. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Fiduciary Alliance held 335,053 shares of Kinder Morgan worth $10.6M as of Q1 2026.
Fiduciary Alliance sold 35,172 Kinder Morgan shares in Q1 2026, an estimated $1.1M.
Kinder Morgan made up 0.64% of Fiduciary Alliance's portfolio in Q1 2026, its #35 holding.
Fiduciary Alliance first reported a position in Kinder Morgan in Q4 2022 and has held it in 9 quarters since.
Fiduciary Alliance's Kinder Morgan position peaked at $10.7M in Q2 2025.
1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.