Klingman & Associates’s Kinder Morgan KMI Stock Holding History

Klingman & Associates’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	$277K	Buy	8,650 +152	+2%	+$4.9K	0.01%	283
2026 Q1	$285K	Buy	8,498 +319	+4%	+$9.97K	0.01%	269
2025 Q4	$225K	Sell	8,179 -192	-2%	-$5.19K	0.01%	297
2025 Q3	$237K	Buy	8,371 +269	+3%	+$7.36K	0.01%	290
2025 Q2	$238K	Buy	+8,102	New	+$222K	0.01%	278
2016 Q4	–	Sell	-705	Closed	-$16K	–	215
2016 Q3	$16K	Hold	705	–	–	﹤0.01%	271
2016 Q2	$13K	Hold	705	–	–	﹤0.01%	287
2016 Q1	$13K	Hold	705	–	–	﹤0.01%	286
2015 Q4	$11K	Hold	705	–	–	﹤0.01%	299
2015 Q3	$19K	Hold	705	–	–	0.01%	266
2015 Q2	$27K	Hold	705	–	–	0.01%	224
2015 Q1	$30K	Sell	705 -1,997	-74%	-$82.7K	0.01%	206
2014 Q4	$114K	Buy	+2,702	New	+$106K	0.05%	116

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

Klingman & Associates's KMI Position: Q2 2026 in Review

Klingman & Associates increased its Kinder Morgan (KMI) stake by 1.8% in Q2 2026, buying an estimated $4.9K and bringing the position to 8,650 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #283.

Klingman & Associates first reported a position in KMI in Q4 2014 and has held it in 13 quarters since. The position peaked at $285K in Q1 2026. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Klingman & Associates held 8,650 shares of Kinder Morgan worth $277K as of Q2 2026.
Klingman & Associates bought 152 Kinder Morgan shares in Q2 2026, an estimated $4.9K.
Kinder Morgan made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #283 holding.
Klingman & Associates first reported a position in Kinder Morgan in Q4 2014 and has held it in 13 quarters since.
Klingman & Associates's Kinder Morgan position peaked at $285K in Q1 2026.
1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.