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Forvis Mazars Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Forvis Mazars 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
Q2 		$478K Sell
14,955
-333
-2% -$10.7K 0.01% 315
2026
Q1 		$513K Sell
15,288
-320
-2% -$10K 0.01% 283
2025
Q4 		$429K Buy
15,608
+1,202
+8% +$32.5K 0.01% 309
2025
Q3 		$408K Buy
14,406
+10
+0.1% +$274 0.01% 316
2025
Q2 		$423K Buy
14,396
+74
+0.5% +$2.03K 0.01% 310
2025
Q1 		$409K Sell
14,322
-580
-4% -$16.1K 0.01% 316
2024
Q4 		$408K Buy
+14,902
New +$389K 0.01% 339
2024
Q3 		– Sell
-12,950
Closed -$257K – 438
2024
Q2 		$257K Buy
+12,950
New +$247K 0.01% 370
2023
Q4 		– Sell
-12,669
Closed -$210K – 393
2023
Q3 		$210K Buy
+12,669
New +$218K 0.01% 371
2022
Q1 		– Sell
-13,934
Closed -$221K – 304
2021
Q4 		$221K Buy
13,934
+1,075
+8% +$17.9K 0.01% 272
2021
Q3 		$215K Sell
12,859
-228
-2% -$3.87K 0.01% 262
2021
Q2 		$239K Sell
13,087
-1,031
-7% -$18.4K 0.01% 241
2021
Q1 		$235K Sell
14,118
-1,929
-12% -$29.5K 0.01% 252
2020
Q4 		$219K Buy
+16,047
New +$215K 0.01% 339
2017
Q4 		– Sell
-10,271
Closed -$197K – 245
2017
Q3 		$197K Buy
+10,271
New +$200K 0.02% 220
2015
Q4 		– Sell
-7,272
Closed -$201K – 196
2015
Q3 		$201K Buy
7,272
+243
+3% +$8.05K 0.04% 174
2015
Q2 		$270K Sell
7,029
-794
-10% -$33.1K 0.04% 146
2015
Q1 		$329K Sell
7,823
-1,850
-19% -$76.6K 0.05% 139
2014
Q4 		$409K Buy
+9,673
New +$381K 0.07% 108

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Forvis Mazars Wealth Advisors's KMI Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Kinder Morgan (KMI) stake by 2.2% in Q2 2026, selling an estimated $10.7K and leaving 14,955 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #315.

Forvis Mazars Wealth Advisors first reported a position in KMI in Q4 2014 and has held it in 19 quarters since. The position peaked at $513K in Q1 2026. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 14,955 shares of Kinder Morgan worth $478K as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 333 Kinder Morgan shares in Q2 2026, an estimated $10.7K.
  • Kinder Morgan made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #315 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Kinder Morgan in Q4 2014 and has held it in 19 quarters since.
  • Forvis Mazars Wealth Advisors's Kinder Morgan position peaked at $513K in Q1 2026.
  • 1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.