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Modera Wealth Management’s Kinder Morgan KMI Stock Holding History

Modera Wealth Management’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 		$1.69M Sell
52,896
-473
-0.9% -$15.2K 0.02% 288
2026
Q1 		$1.79M Sell
53,369
-3,742
-7% -$117K 0.02% 266
2025
Q4 		$1.57M Buy
57,111
+187
+0.3% +$5.05K 0.02% 288
2025
Q3 		$1.61M Sell
56,924
-474
-0.8% -$13K 0.02% 281
2025
Q2 		$1.69M Buy
57,398
+490
+0.9% +$13.4K 0.02% 277
2025
Q1 		$1.62M Buy
56,908
+675
+1% +$18.7K 0.02% 265
2024
Q4 		$1.54M Buy
56,233
+1,038
+2% +$27.1K 0.02% 274
2024
Q3 		$1.22M Buy
55,195
+162
+0.3% +$3.41K 0.02% 281
2024
Q2 		$1.09M Sell
55,033
-302
-0.5% -$5.76K 0.02% 284
2024
Q1 		$1.01M Sell
55,335
-937
-2% -$16.4K 0.02% 297
2023
Q4 		$993K Sell
56,272
-2,087
-4% -$35.6K 0.02% 289
2023
Q3 		$968K Sell
58,359
-2,891
-5% -$49.8K 0.02% 285
2023
Q2 		$1.05M Buy
+61,250
New +$1.04M 0.02% 287

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Modera Wealth Management's KMI Position: Q2 2026 in Review

Modera Wealth Management reduced its Kinder Morgan (KMI) stake by 0.89% in Q2 2026, selling an estimated $15.2K and leaving 52,896 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #288.

Modera Wealth Management first reported a position in KMI in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.79M in Q1 2026. 1,123 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Modera Wealth Management held 52,896 shares of Kinder Morgan worth $1.69M as of Q2 2026.
  • Modera Wealth Management sold 473 Kinder Morgan shares in Q2 2026, an estimated $15.2K.
  • Kinder Morgan made up 0.02% of Modera Wealth Management's portfolio in Q2 2026, its #288 holding.
  • Modera Wealth Management first reported a position in Kinder Morgan in Q2 2023 and has held it in 13 quarters since.
  • Modera Wealth Management's Kinder Morgan position peaked at $1.79M in Q1 2026.
  • 1,123 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.