Moneta Group Investment Advisors’s Kinder Morgan KMI Stock Holding History

Moneta Group Investment 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
2026 Q1	$748K	Buy	22,309 +1,063	+5%	+$33.2K	0.01%	419
2025 Q4	$584K	Buy	21,246 +4,252	+25%	+$115K	﹤0.01%	462
2025 Q3	$481K	Buy	16,994 +1,669	+11%	+$45.7K	﹤0.01%	505
2025 Q2	$451K	Buy	15,325 +865	+6%	+$23.7K	0.01%	458
2025 Q1	$413K	Buy	14,460 +2,333	+19%	+$64.6K	0.01%	458
2024 Q4	$332K	Sell	12,127 -1,110	-8%	-$28.9K	﹤0.01%	510
2024 Q3	$292K	Sell	13,237 -2,532	-16%	-$53.3K	﹤0.01%	526
2024 Q2	$313K	Sell	15,769 -949	-6%	-$18.1K	0.01%	470
2024 Q1	$307K	Sell	16,718 -25,382	-60%	-$443K	0.01%	478
2023 Q4	$743K	Buy	42,100 +2,516	+6%	+$42.9K	0.01%	275
2023 Q3	$656K	Sell	39,584 -694	-2%	-$12K	0.01%	270
2023 Q2	$694K	Sell	40,278 -767	-2%	-$13K	0.02%	272
2023 Q1	$719K	Buy	41,045 +811	+2%	+$14.4K	0.02%	256
2022 Q4	$736K	Buy	40,234 +90	+0.2%	+$1.62K	0.02%	244
2022 Q3	$668K	Buy	40,144 +1,302	+3%	+$23.1K	0.03%	235
2022 Q2	$651K	Buy	38,842 +5,949	+18%	+$111K	0.02%	262
2022 Q1	$622K	Buy	32,893 +547	+2%	+$9.63K	0.02%	264
2021 Q4	$513K	Sell	32,346 -4,952	-13%	-$82.4K	0.02%	293
2021 Q3	$624K	Sell	37,298 -24,523	-40%	-$417K	0.03%	251
2021 Q2	$1.13M	Sell	61,821 -521	-0.8%	-$9.29K	0.05%	187
2021 Q1	$1.04M	Sell	62,342 -2,764	-4%	-$42.2K	0.05%	173
2020 Q4	$890K	Buy	65,106 +29,583	+83%	+$396K	0.06%	155
2020 Q3	$438K	Sell	35,523 -4,292	-11%	-$59.8K	0.04%	179
2020 Q2	$604K	Sell	39,815 -5,084	-11%	-$77.3K	0.06%	142
2020 Q1	$625K	Buy	44,899 +544	+1%	+$10.4K	0.07%	136
2019 Q4	$939K	Sell	44,355 -235	-0.5%	-$4.76K	0.08%	124
2019 Q3	$919K	Buy	44,590 +1,199	+3%	+$24.6K	0.09%	123
2019 Q2	$906K	Sell	43,391 -987	-2%	-$19.9K	0.09%	120
2019 Q1	$888K	Buy	44,378 +6,082	+16%	+$114K	0.09%	103
2018 Q4	$589K	Buy	38,296 +2,872	+8%	+$48.6K	0.07%	127
2018 Q3	$628K	Buy	35,424 +12,500	+55%	+$223K	0.06%	133
2018 Q2	$405K	Buy	22,924 +15,700	+217%	+$257K	0.05%	191
2018 Q1	$109K	Buy	7,224 +1,766	+32%	+$30.6K	0.01%	236
2017 Q4	$99K	Buy	+5,458	New	+$97.9K	0.02%	244
2016 Q2	–	Sell	-10,910	Closed	-$195K	–	164
2016 Q1	$195K	Hold	10,910	–	–	0.04%	160
2015 Q4	$163K	Sell	10,910 -1,548	-12%	-$36.9K	0.04%	133
2015 Q3	$345K	Sell	12,458 -835	-6%	-$27.6K	0.1%	96
2015 Q2	$510K	Sell	13,293 -10,669	-45%	-$445K	0.16%	73
2015 Q1	$1.01M	Hold	23,962	–	–	0.43%	37
2014 Q4	$1.01M	Buy	23,962 +15,962	+200%	+$629K	0.49%	30
2014 Q3	$307K	Hold	8,000	–	–	0.16%	107
2014 Q2	$290K	Hold	8,000	–	–	0.16%	104
2014 Q1	$260K	Hold	8,000	–	–	0.15%	98
2013 Q4	$288K	Sell	8,000 -140	-2%	-$4.91K	0.17%	95
2013 Q3	$290K	Buy	8,140 +140	+2%	+$5.25K	0.19%	91
2013 Q2	$305K	Buy	+8,000	New	+$310K	0.21%	84

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

Moneta Group Investment Advisors's KMI Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Kinder Morgan (KMI) stake by 5% in Q1 2026, buying an estimated $33.2K and bringing the position to 22,309 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #419.

Moneta Group Investment Advisors first reported a position in KMI in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.13M in Q2 2021. 1,829 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Moneta Group Investment Advisors held 22,309 shares of Kinder Morgan worth $748K as of Q1 2026.
Moneta Group Investment Advisors bought 1,063 Kinder Morgan shares in Q1 2026, an estimated $33.2K.
Kinder Morgan made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #419 holding.
Moneta Group Investment Advisors first reported a position in Kinder Morgan in Q2 2013 and has held it in 46 quarters since.
Moneta Group Investment Advisors's Kinder Morgan position peaked at $1.13M in Q2 2021.
1,829 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.