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Kingswood Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Kingswood 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 		$410K Buy
12,824
+645
+5% +$20.8K 0.02% 665
2026
Q1 		$408K Buy
12,179
+329
+3% +$10.3K 0.02% 605
2025
Q4 		$326K Buy
11,850
+4,590
+63% +$124K 0.02% 657
2025
Q3 		$206K Buy
+7,260
New +$199K 0.01% 756
2025
Q1 		– Sell
-10,364
Closed -$284K – 781
2024
Q4 		$284K Sell
10,364
-33,706
-76% -$879K 0.02% 626
2024
Q3 		$973K Buy
44,070
+7,114
+19% +$150K 0.07% 300
2024
Q2 		$734K Buy
36,956
+240
+0.7% +$4.58K 0.07% 299
2024
Q1 		$673K Sell
36,716
-5,075
-12% -$88.6K 0.08% 274
2023
Q4 		$737K Buy
41,791
+13,731
+49% +$234K 0.08% 260
2023
Q3 		$465K Buy
+28,060
New +$484K 0.08% 261

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Kingswood Wealth Advisors's KMI Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Kinder Morgan (KMI) stake by 5.3% in Q2 2026, buying an estimated $20.8K and bringing the position to 12,824 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #665.

Kingswood Wealth Advisors first reported a position in KMI in Q3 2023 and has held it in 10 quarters since. The position peaked at $973K in Q3 2024. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Kingswood Wealth Advisors held 12,824 shares of Kinder Morgan worth $410K as of Q2 2026.
  • Kingswood Wealth Advisors bought 645 Kinder Morgan shares in Q2 2026, an estimated $20.8K.
  • Kinder Morgan made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #665 holding.
  • Kingswood Wealth Advisors first reported a position in Kinder Morgan in Q3 2023 and has held it in 10 quarters since.
  • Kingswood Wealth Advisors's Kinder Morgan position peaked at $973K in Q3 2024.
  • 1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.