MPWS
KMI icon

McCarter Private Wealth Services’s Kinder Morgan KMI Stock Holding History

McCarter Private Wealth Services’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 		$608K Buy
18,128
+4,500
+33% +$141K 0.26% 85
2025
Q4 		$375K Buy
+13,628
New +$368K 0.17% 112

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

McCarter Private Wealth Services's KMI Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Kinder Morgan (KMI) stake by 33% in Q1 2026, buying an estimated $141K and bringing the position to 18,128 shares worth $608K. The position accounts for 0.26% of the portfolio, ranked #85.

McCarter Private Wealth Services first reported a position in KMI in Q4 2025 and has held it in 2 quarters since. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • McCarter Private Wealth Services held 18,128 shares of Kinder Morgan worth $608K as of Q1 2026.
  • McCarter Private Wealth Services bought 4,500 Kinder Morgan shares in Q1 2026, an estimated $141K.
  • Kinder Morgan made up 0.26% of McCarter Private Wealth Services's portfolio in Q1 2026, its #85 holding.
  • McCarter Private Wealth Services first reported a position in Kinder Morgan in Q4 2025 and has held it in 2 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.