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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Kinder Morgan KMI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$14.8K Hold
463
– – ﹤0.01% 417
2026
Q1 		$15.5K Hold
463
– – ﹤0.01% 375
2025
Q4 		$12.7K Buy
+463
New +$12.5K ﹤0.01% 401

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s KMI Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Kinder Morgan (KMI) position steady in Q2 2026 at 463 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in KMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.5K in Q1 2026. 1,123 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 463 shares of Kinder Morgan worth $14.8K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Kinder Morgan share count unchanged in Q2 2026.
  • Kinder Morgan made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #417 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Kinder Morgan in Q4 2025 and has held it in 3 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Kinder Morgan position peaked at $15.5K in Q1 2026.
  • 1,123 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.