Institute for Wealth Management’s Kinder Morgan KMI Stock Holding History

Institute for Wealth Management’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	$139K	Buy	+4,360	New	+$141K	0.01%	609
2022 Q4	–	Sell	-11,832	Closed	-$197K	–	461
2022 Q3	$197K	Buy	11,832 +5	+0%	+$89	0.04%	423
2022 Q2	$198K	Buy	+11,827	New	+$221K	0.04%	493
2020 Q3	–	Sell	-10,296	Closed	-$156K	–	432
2020 Q2	$156K	Sell	10,296 -788	-7%	-$12K	0.04%	409
2020 Q1	$154K	Buy	+11,084	New	+$211K	0.05%	378
2019 Q4	–	Sell	-9,855	Closed	-$203K	–	696
2019 Q3	$203K	Sell	9,855 -2,700	-22%	-$55.4K	0.05%	394
2019 Q2	$262K	Buy	+12,555	New	+$253K	0.06%	380
2019 Q1	–	Sell	-13,286	Closed	-$204K	–	462
2018 Q4	$204K	Sell	13,286 -6,018	-31%	-$102K	0.08%	241
2018 Q3	$341K	Buy	19,304 +17	+0.1%	+$304	0.12%	184
2018 Q2	$341K	Buy	19,287 +1,548	+9%	+$25.3K	0.11%	189
2018 Q1	$279K	Buy	+17,739	New	+$307K	0.08%	237

Other funds holding KMI

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Institute for Wealth Management's KMI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Kinder Morgan (KMI) in Q2 2026: 4,360 shares worth $139K. The stake represents 0.01% of the portfolio and ranks #609 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in KMI as recently as Q3 2022.

Institute for Wealth Management first reported a position in KMI in Q1 2018 and has held it in 11 quarters since. The position peaked at $341K in Q3 2018. 1,840 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Institute for Wealth Management held 4,360 shares of Kinder Morgan worth $139K as of Q2 2026.
Kinder Morgan was a new Institute for Wealth Management position in Q2 2026.
Kinder Morgan made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #609 holding.
Institute for Wealth Management first reported a position in Kinder Morgan in Q1 2018 and has held it in 11 quarters since.
Institute for Wealth Management's Kinder Morgan position peaked at $341K in Q3 2018.
1,840 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.