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Jeppson Wealth Management’s Kinder Morgan KMI Stock Holding History

Jeppson 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
Q1 		$3.26M Sell
97,312
-327
-0.3% -$10.2K 1.02% 23
2025
Q4 		$2.68M Buy
97,639
+5
+0% +$135 0.85% 29
2025
Q3 		$2.76M Sell
97,634
-237
-0.2% -$6.49K 0.88% 26
2025
Q2 		$2.88M Buy
97,871
+930
+1% +$25.5K 1% 21
2025
Q1 		$2.77M Buy
96,941
+2,089
+2% +$57.8K 1.01% 18
2024
Q4 		$2.6M Sell
94,852
-481
-0.5% -$12.5K 0.94% 21
2024
Q3 		$2.11M Sell
95,333
-1,584
-2% -$33.4K 0.75% 32
2024
Q2 		$1.93M Sell
96,917
-289
-0.3% -$5.51K 0.73% 31
2024
Q1 		$1.78M Buy
97,206
+3,152
+3% +$55.1K 0.69% 35
2023
Q4 		$1.66M Buy
94,054
+10,071
+12% +$172K 0.69% 32
2023
Q3 		$1.39M Buy
83,983
+2,965
+4% +$51.1K 0.64% 36
2023
Q2 		$1.4M Buy
81,018
+10,375
+15% +$176K 0.61% 40
2023
Q1 		$1.24M Buy
70,643
+5,989
+9% +$107K 0.54% 44
2022
Q4 		$1.17M Buy
64,654
+3,812
+6% +$68.6K 0.49% 46
2022
Q3 		$1.01M Buy
60,842
+12,270
+25% +$218K 0.46% 49
2022
Q2 		$814K Buy
48,572
+10,027
+26% +$188K 0.35% 67
2022
Q1 		$728K Buy
38,545
+2,455
+7% +$43.2K 0.34% 69
2021
Q4 		$572K Buy
36,090
+220
+0.6% +$3.66K 0.28% 81
2021
Q3 		$600K Sell
35,870
-150
-0.4% -$2.55K 0.31% 71
2021
Q2 		$656K Sell
36,020
-135
-0.4% -$2.41K 0.36% 68
2021
Q1 		$601K Sell
36,155
-1,755
-5% -$26.8K 0.36% 66
2020
Q4 		$518K Sell
37,910
-9,365
-20% -$125K 0.34% 70
2020
Q3 		$583K Buy
+47,275
New +$659K 0.46% 53

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

Jeppson Wealth Management's KMI Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Kinder Morgan (KMI) stake by 0.33% in Q1 2026, selling an estimated $10.2K and leaving 97,312 shares worth $3.26M. The position accounts for 1.02% of the portfolio, ranked #23.

Jeppson Wealth Management first reported a position in KMI in Q3 2020 and has held it in 23 quarters since. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Jeppson Wealth Management held 97,312 shares of Kinder Morgan worth $3.26M as of Q1 2026.
  • Jeppson Wealth Management sold 327 Kinder Morgan shares in Q1 2026, an estimated $10.2K.
  • Kinder Morgan made up 1.02% of Jeppson Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Jeppson Wealth Management first reported a position in Kinder Morgan in Q3 2020 and has held it in 23 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.