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Heritage Trust’s Kinder Morgan KMI Stock Holding History

Heritage Trust’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 		– Sell
-6,245
Closed -$209K – 320
2026
Q1 		$209K Buy
+6,245
New +$195K 0.02% 299
2019
Q1 		– Sell
-4,526
Closed -$70K – 308
2018
Q4 		$70K Buy
4,526
+34
+0.8% +$576 0.03% 184
2018
Q3 		$79K Buy
4,492
+500
+13% +$8.94K 0.03% 183
2018
Q2 		$70K Buy
3,992
+10
+0.3% +$164 0.03% 182
2018
Q1 		$60K Sell
3,982
-125
-3% -$2.17K 0.02% 186
2017
Q4 		$75K Sell
4,107
-250
-6% -$4.49K 0.03% 164
2017
Q3 		$84K Sell
4,357
-885
-17% -$17.2K 0.03% 157
2017
Q2 		$101K Buy
5,242
+4,686
+843% +$93.2K 0.04% 142
2017
Q1 		$12K Buy
+556
New +$12.2K ﹤0.01% 254

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

Heritage Trust's KMI Position: Q2 2026 in Review

Heritage Trust sold out of Kinder Morgan (KMI) in Q2 2026, closing a stake of 6,245 shares — an estimated $209K sold.

Heritage Trust first reported a position in KMI in Q1 2017 and held it in 9 quarters. The position peaked at $209K in Q1 2026. 1,824 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Heritage Trust reported no remaining Kinder Morgan position as of Q2 2026 after selling out during the quarter.
  • Heritage Trust sold 6,245 Kinder Morgan shares in Q2 2026, an estimated $209K.
  • Heritage Trust first reported a position in Kinder Morgan in Q1 2017 and held it in 9 quarters.
  • Heritage Trust's Kinder Morgan position peaked at $209K in Q1 2026.
  • 1,824 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.