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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
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 $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

Heritage Wealth Advisors's KMI Position: Q1 2026 in Review

Heritage Wealth Advisors opened a new position in Kinder Morgan (KMI) in Q1 2026: 3,244 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #247 among its holdings. This is a return to the name: Heritage Wealth Advisors previously reported a position in KMI as recently as Q3 2025.

Heritage Wealth Advisors first reported a position in KMI in Q4 2018 and has held it in 15 quarters since. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Heritage Wealth Advisors held 3,244 shares of Kinder Morgan worth $109K as of Q1 2026.
  • Kinder Morgan was a new Heritage Wealth Advisors position in Q1 2026.
  • Kinder Morgan made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #247 holding.
  • Heritage Wealth Advisors first reported a position in Kinder Morgan in Q4 2018 and has held it in 15 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.