Marshall & Sterling Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Marshall & Sterling 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
2025 Q4	–	Sell	-32	Closed	-$906	–	498
2025 Q3	$906	Sell	32 -236	-88%	-$6.46K	﹤0.01%	601
2025 Q2	$7.88K	Buy	268 +236	+738%	+$6.48K	0.01%	382
2025 Q1	$913	Buy	+32	New	+$886	﹤0.01%	592

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's KMI Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Kinder Morgan (KMI) in Q4 2025, closing a stake of 32 shares — an estimated $906 sold.

Marshall & Sterling Wealth Advisors first reported a position in KMI in Q1 2025 and held it in 3 quarters. The position peaked at $7.88K in Q2 2025. 1,738 funds tracked by Wall St. Rank hold KMI as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining Kinder Morgan position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 32 Kinder Morgan shares in Q4 2025, an estimated $906.
Marshall & Sterling Wealth Advisors first reported a position in Kinder Morgan in Q1 2025 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's Kinder Morgan position peaked at $7.88K in Q2 2025.
1,738 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.