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Gladstone Institutional Advisory’s Kinder Morgan KMI Stock Holding History

Gladstone Institutional Advisory’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 		$702K Sell
20,928
-460
-2% -$14.4K 0.03% 458
2025
Q4 		$588K Buy
21,388
+1,394
+7% +$37.7K 0.02% 466
2025
Q3 		$566K Buy
19,994
+1,378
+7% +$37.7K 0.02% 486
2025
Q2 		$547K Buy
18,616
+1,413
+8% +$38.8K 0.02% 472
2025
Q1 		$491K Buy
17,203
+369
+2% +$10.2K 0.02% 473
2024
Q4 		$461K Buy
16,834
+1,553
+10% +$40.5K 0.02% 489
2024
Q3 		$338K Buy
15,281
+1,337
+10% +$28.2K 0.02% 544
2024
Q2 		$277K Buy
13,944
+913
+7% +$17.4K 0.01% 564
2024
Q1 		$239K Sell
13,031
-2,073
-14% -$36.2K 0.01% 576
2023
Q4 		$266K Sell
15,104
-1,993
-12% -$34K 0.01% 554
2023
Q3 		$283K Sell
17,097
-306
-2% -$5.28K 0.02% 508
2023
Q2 		$300K Sell
17,403
-5,187
-23% -$88.1K 0.02% 522
2023
Q1 		$396K Buy
22,590
+503
+2% +$8.95K 0.03% 464
2022
Q4 		$399K Buy
22,087
+97
+0.4% +$1.75K 0.03% 442
2022
Q3 		$366K Buy
21,990
+2,621
+14% +$46.6K 0.03% 452
2022
Q2 		$325K Buy
+19,369
New +$363K 0.03% 493
2022
Q1 		– Sell
-10,046
Closed -$159K – 736
2021
Q4 		$159K Buy
+10,046
New +$167K 0.01% 573
2021
Q3 		– Sell
-14,875
Closed -$271K – 577
2021
Q2 		$271K Buy
+14,875
New +$265K 0.03% 424
2019
Q3 		– Sell
-10,698
Closed -$223K – 292
2019
Q2 		$223K Buy
+10,698
New +$216K 0.07% 243

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

Gladstone Institutional Advisory's KMI Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Kinder Morgan (KMI) stake by 2.2% in Q1 2026, selling an estimated $14.4K and leaving 20,928 shares worth $702K. The position accounts for 0.03% of the portfolio, ranked #458.

Gladstone Institutional Advisory first reported a position in KMI in Q2 2019 and has held it in 19 quarters since. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Gladstone Institutional Advisory held 20,928 shares of Kinder Morgan worth $702K as of Q1 2026.
  • Gladstone Institutional Advisory sold 460 Kinder Morgan shares in Q1 2026, an estimated $14.4K.
  • Kinder Morgan made up 0.03% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #458 holding.
  • Gladstone Institutional Advisory first reported a position in Kinder Morgan in Q2 2019 and has held it in 19 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.