Jackson Wealth Management’s Kinder Morgan KMI Stock Holding History

Jackson 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	$314K	Sell	9,824 -110,338	-92%	-$3.56M	0.18%	69
2026 Q1	$4.03M	Buy	120,162 +816	+0.7%	+$25.5K	0.41%	54
2025 Q4	$3.28M	Buy	119,346 +2,180	+2%	+$58.9K	0.32%	63
2025 Q3	$3.32M	Buy	117,166 +1,978	+2%	+$54.1K	0.33%	60
2025 Q2	$3.39M	Sell	115,188 -3,694	-3%	-$101K	0.37%	57
2025 Q1	$3.39M	Sell	118,882 -3,347	-3%	-$92.7K	0.41%	57
2024 Q4	$3.35M	Buy	122,229 +2,829	+2%	+$73.8K	0.38%	61
2024 Q3	$2.64M	Buy	+119,400	New	+$2.52M	0.31%	63
2017 Q2	–	Sell	-61,458	Closed	-$1.32M	–	80
2017 Q1	$1.32M	Buy	61,458 +18	+0%	+$393	0.48%	52
2016 Q4	$1.39M	Buy	61,440 +903	+1%	+$19.1K	0.54%	50
2016 Q3	$1.22M	Sell	60,537 -1,066	-2%	-$22.6K	0.46%	50
2016 Q2	$1.15M	Sell	61,603 -2,709	-4%	-$48.3K	0.43%	59
2016 Q1	$1.09M	Buy	+64,312	New	+$1.05M	0.42%	56
2015 Q2	–	Sell	-5,338	Closed	-$225K	–	113
2015 Q1	$225K	Buy	+5,338	New	+$221K	0.07%	107

Other funds holding KMI

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

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

Jackson Wealth Management's KMI Position: Q2 2026 in Review

Jackson Wealth Management reduced its Kinder Morgan (KMI) stake by 92% in Q2 2026, selling an estimated $3.56M and leaving 9,824 shares worth $314K. The position accounts for 0.18% of the portfolio, ranked #69.

Jackson Wealth Management first reported a position in KMI in Q1 2015 and has held it in 14 quarters since. The position peaked at $4.03M in Q1 2026. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Jackson Wealth Management held 9,824 shares of Kinder Morgan worth $314K as of Q2 2026.
Jackson Wealth Management sold 110,338 Kinder Morgan shares in Q2 2026, an estimated $3.56M.
Kinder Morgan made up 0.18% of Jackson Wealth Management's portfolio in Q2 2026, its #69 holding.
Jackson Wealth Management first reported a position in Kinder Morgan in Q1 2015 and has held it in 14 quarters since.
Jackson Wealth Management's Kinder Morgan position peaked at $4.03M in Q1 2026.
1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.