Legacy Financial Advisors’s Kinder Morgan KMI Stock Holding History

Legacy Financial 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 Q1	$287K	Sell	8,574 -704	-8%	-$22K	0.04%	332
2025 Q4	$255K	Sell	9,278 -2,820	-23%	-$76.2K	0.04%	343
2025 Q3	$342K	Buy	+12,098	New	+$331K	0.05%	295
2019 Q2	–	Sell	-532	Closed	-$11K	–	537
2019 Q1	$11K	Buy	532 +82	+18%	+$1.53K	﹤0.01%	599
2018 Q4	$7K	Sell	450 -95	-17%	-$1.61K	﹤0.01%	652
2018 Q3	$9K	Buy	545 +365	+203%	+$6.53K	﹤0.01%	551
2018 Q2	$3K	Buy	180 +36	+25%	+$589	﹤0.01%	782
2018 Q1	$2K	Buy	+144	New	+$2.5K	﹤0.01%	757

Other funds holding KMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legacy Financial Advisors's KMI Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Kinder Morgan (KMI) stake by 7.6% in Q1 2026, selling an estimated $22K and leaving 8,574 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #332.

Legacy Financial Advisors first reported a position in KMI in Q1 2018 and has held it in 8 quarters since. The position peaked at $342K in Q3 2025. 1,829 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Legacy Financial Advisors held 8,574 shares of Kinder Morgan worth $287K as of Q1 2026.
Legacy Financial Advisors sold 704 Kinder Morgan shares in Q1 2026, an estimated $22K.
Kinder Morgan made up 0.04% of Legacy Financial Advisors's portfolio in Q1 2026, its #332 holding.
Legacy Financial Advisors first reported a position in Kinder Morgan in Q1 2018 and has held it in 8 quarters since.
Legacy Financial Advisors's Kinder Morgan position peaked at $342K in Q3 2025.
1,829 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.