Modern Wealth Management’s Kinder Morgan KMI Stock Holding History

Modern 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 Q1	$12.5M	Sell	379,413 -17,396	-4%	-$544K	0.21%	118
2025 Q4	$10.9M	Buy	396,809 +5,679	+1%	+$153K	0.2%	123
2025 Q3	$11.1M	Buy	391,130 +7,178	+2%	+$196K	0.22%	116
2025 Q2	$11.3M	Buy	383,952 +813	+0.2%	+$22.3K	0.28%	91
2025 Q1	$10.9M	Buy	383,139 +726	+0.2%	+$20.1K	0.35%	69
2024 Q4	$10.5M	Buy	382,413 +345,856	+946%	+$9.02M	0.39%	61
2024 Q3	$808K	Buy	36,557 +3,653	+11%	+$77K	0.05%	188
2024 Q2	$654K	Buy	32,904 +7,264	+28%	+$139K	0.05%	182
2024 Q1	$470K	Buy	+25,640	New	+$448K	0.04%	179

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

Modern Wealth Management's KMI Position: Q1 2026 in Review

Modern Wealth Management reduced its Kinder Morgan (KMI) stake by 4.4% in Q1 2026, selling an estimated $544K and leaving 379,413 shares worth $12.5M. The position accounts for 0.21% of the portfolio, ranked #118.

Modern Wealth Management first reported a position in KMI in Q1 2024 and has held it in 9 quarters since. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Modern Wealth Management held 379,413 shares of Kinder Morgan worth $12.5M as of Q1 2026.
Modern Wealth Management sold 17,396 Kinder Morgan shares in Q1 2026, an estimated $544K.
Kinder Morgan made up 0.21% of Modern Wealth Management's portfolio in Q1 2026, its #118 holding.
Modern Wealth Management first reported a position in Kinder Morgan in Q1 2024 and has held it in 9 quarters since.
1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.