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 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 $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

Mount Yale Investment Advisors's KMI Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Kinder Morgan (KMI) stake by 23% in Q1 2026, buying an estimated $1.31M and bringing the position to 221,742 shares worth $7.44M. The position accounts for 0.17% of the portfolio, ranked #134.

Mount Yale Investment Advisors first reported a position in KMI in Q1 2018 and has held it in 7 quarters since. 1,833 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Mount Yale Investment Advisors held 221,742 shares of Kinder Morgan worth $7.44M as of Q1 2026.
Mount Yale Investment Advisors bought 41,814 Kinder Morgan shares in Q1 2026, an estimated $1.31M.
Kinder Morgan made up 0.17% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #134 holding.
Mount Yale Investment Advisors first reported a position in Kinder Morgan in Q1 2018 and has held it in 7 quarters since.
1,833 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.