Mount Yale Investment Advisors’s Kinder Morgan KMI Stock Holding History

Mount Yale 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 Q2	$7.07M	Sell	221,264 -478	-0.2%	-$15.4K	0.13%	180
2026 Q1	$7.44M	Buy	221,742 +41,814	+23%	+$1.31M	0.17%	134
2025 Q4	$4.95M	Buy	179,928 +50,691	+39%	+$1.37M	0.24%	89
2025 Q3	$3.66M	Buy	129,237 +126,031	+3,931%	+$3.45M	0.25%	88
2025 Q2	$94.3K	Buy	+3,206	New	+$88K	0.01%	671
2018 Q4	–	Sell	-9,294	Closed	-$163K	–	549
2018 Q3	$163K	Sell	9,294 -601	-6%	-$10.7K	0.03%	320
2018 Q2	$175K	Buy	9,895 +310	+3%	+$5.07K	0.03%	318
2018 Q1	$144K	Buy	+9,585	New	+$166K	0.03%	347

Other funds holding KMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's KMI Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Kinder Morgan (KMI) stake by 0.22% in Q2 2026, selling an estimated $15.4K and leaving 221,264 shares worth $7.07M. The position accounts for 0.13% of the portfolio, ranked #180.

Mount Yale Investment Advisors first reported a position in KMI in Q1 2018 and has held it in 8 quarters since. The position peaked at $7.44M in Q1 2026. 1,841 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Mount Yale Investment Advisors held 221,264 shares of Kinder Morgan worth $7.07M as of Q2 2026.
Mount Yale Investment Advisors sold 478 Kinder Morgan shares in Q2 2026, an estimated $15.4K.
Kinder Morgan made up 0.13% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #180 holding.
Mount Yale Investment Advisors first reported a position in Kinder Morgan in Q1 2018 and has held it in 8 quarters since.
Mount Yale Investment Advisors's Kinder Morgan position peaked at $7.44M in Q1 2026.
1,841 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.