Heartwood Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-5,694	Closed	-$161K	–	417
2025 Q3	$161K	Buy	+5,694	New	+$156K	0.02%	217

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Heartwood Wealth Advisors's KMI Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Kinder Morgan (KMI) in Q4 2025, closing a stake of 5,694 shares — an estimated $161K sold.

Heartwood Wealth Advisors first reported a position in KMI in Q3 2025 and held it in 1 quarter. The position peaked at $161K in Q3 2025. 1,734 funds tracked by Wall St. Rank hold KMI as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Kinder Morgan position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 5,694 Kinder Morgan shares in Q4 2025, an estimated $161K.
Heartwood Wealth Advisors first reported a position in Kinder Morgan in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Kinder Morgan position peaked at $161K in Q3 2025.
1,734 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.