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Heritage Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Heritage 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 		$188K Buy
5,879
+2,635
+81% +$84.9K 0.01% 227
2026
Q1 		$109K Buy
+3,244
New +$101K ﹤0.01% 247
2025
Q4 		– Sell
-66
Closed -$1.87K – 602
2025
Q3 		$1.87K Sell
66
-51
-44% -$1.4K ﹤0.01% 527
2025
Q2 		$3.44K Hold
117
– – ﹤0.01% 481
2025
Q1 		$3.34K Hold
117
– – ﹤0.01% 479
2024
Q4 		$3.21K Hold
117
– – ﹤0.01% 530
2024
Q3 		$2.58K Sell
117
-137
-54% -$2.89K ﹤0.01% 536
2024
Q2 		$5.05K Sell
254
-100
-28% -$1.91K ﹤0.01% 449
2024
Q1 		$6.49K Sell
354
-2,646
-88% -$46.2K ﹤0.01% 459
2023
Q4 		$52.9K Buy
3,000
+2,998
+149,900% +$51.1K ﹤0.01% 331
2023
Q3 		$33 Buy
+2
New +$34 ﹤0.01% 513
2020
Q1 		– Sell
-739
Closed -$15.6K – 518
2019
Q4 		$15.6K Buy
739
+453
+158% +$9.17K ﹤0.01% 392
2019
Q3 		$5K Hold
286
– – ﹤0.01% 410
2019
Q2 		$5.97K Sell
286
-657
-70% -$13.2K ﹤0.01% 412
2019
Q1 		$18.9K Hold
943
– – ﹤0.01% 311
2018
Q4 		$14K Buy
+943
New +$16K ﹤0.01% 285

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 Wealth Advisors's KMI Position: Q2 2026 in Review

Heritage Wealth Advisors increased its Kinder Morgan (KMI) stake by 81% in Q2 2026, buying an estimated $84.9K and bringing the position to 5,879 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #227.

Heritage Wealth Advisors first reported a position in KMI in Q4 2018 and has held it in 16 quarters since. 1,834 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Heritage Wealth Advisors held 5,879 shares of Kinder Morgan worth $188K as of Q2 2026.
  • Heritage Wealth Advisors bought 2,635 Kinder Morgan shares in Q2 2026, an estimated $84.9K.
  • Kinder Morgan made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #227 holding.
  • Heritage Wealth Advisors first reported a position in Kinder Morgan in Q4 2018 and has held it in 16 quarters since.
  • 1,834 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.