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 Q2	$11.5M	Sell	358,448 -20,965	-6%	-$676K	0.14%	166
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

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

Modern Wealth Management reduced its Kinder Morgan (KMI) stake by 5.5% in Q2 2026, selling an estimated $676K and leaving 358,448 shares worth $11.5M. The position accounts for 0.14% of the portfolio, ranked #166.

Modern Wealth Management first reported a position in KMI in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.5M in Q1 2026. 1,834 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Modern Wealth Management held 358,448 shares of Kinder Morgan worth $11.5M as of Q2 2026.
Modern Wealth Management sold 20,965 Kinder Morgan shares in Q2 2026, an estimated $676K.
Kinder Morgan made up 0.14% of Modern Wealth Management's portfolio in Q2 2026, its #166 holding.
Modern Wealth Management first reported a position in Kinder Morgan in Q1 2024 and has held it in 10 quarters since.
Modern Wealth Management's Kinder Morgan position peaked at $12.5M in Q1 2026.
1,834 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.