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Great Valley Advisor Group’s Kinder Morgan KMI Stock Holding History

Great Valley Advisor Group’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 		$1.02M Sell
31,780
-358
-1% -$11.5K 0.02% 541
2026
Q1 		$1.08M Buy
32,138
+296
+0.9% +$9.25K 0.02% 503
2025
Q4 		$876K Sell
31,842
-1,623
-5% -$43.8K 0.02% 509
2025
Q3 		$948K Sell
33,465
-1,763
-5% -$48.3K 0.02% 483
2025
Q2 		$1.04M Buy
35,228
+1,184
+3% +$32.5K 0.02% 455
2025
Q1 		$971K Sell
34,044
-766
-2% -$21.2K 0.02% 456
2024
Q4 		$954K Buy
34,810
+140
+0.4% +$3.65K 0.02% 455
2024
Q3 		$766K Buy
34,670
+895
+3% +$18.9K 0.02% 473
2024
Q2 		$671K Sell
33,775
-320
-0.9% -$6.1K 0.02% 462
2024
Q1 		$625K Buy
34,095
+4,823
+16% +$84.2K 0.02% 448
2023
Q4 		$516K Sell
29,272
-547
-2% -$9.32K 0.02% 451
2023
Q3 		$494K Sell
29,819
-1,030
-3% -$17.8K 0.02% 437
2023
Q2 		$531K Sell
30,849
-610
-2% -$10.4K 0.02% 427
2023
Q1 		$551K Sell
31,459
-33,897
-52% -$603K 0.03% 419
2022
Q4 		$1.18M Buy
65,356
+2,296
+4% +$41.3K 0.06% 299
2022
Q3 		$1.05M Buy
63,060
+4,479
+8% +$79.6K 0.06% 298
2022
Q2 		$981K Buy
58,581
+27,322
+87% +$512K 0.05% 312
2022
Q1 		$589K Buy
+31,259
New +$550K 0.03% 363

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

Great Valley Advisor Group's KMI Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Kinder Morgan (KMI) stake by 1.1% in Q2 2026, selling an estimated $11.5K and leaving 31,780 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #541.

Great Valley Advisor Group first reported a position in KMI in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.18M in Q4 2022. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Great Valley Advisor Group held 31,780 shares of Kinder Morgan worth $1.02M as of Q2 2026.
  • Great Valley Advisor Group sold 358 Kinder Morgan shares in Q2 2026, an estimated $11.5K.
  • Kinder Morgan made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #541 holding.
  • Great Valley Advisor Group first reported a position in Kinder Morgan in Q1 2022 and has held it in 18 quarters since.
  • Great Valley Advisor Group's Kinder Morgan position peaked at $1.18M in Q4 2022.
  • 1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.