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Mowery & Schoenfeld Wealth Management’s Kinder Morgan KMI Stock Holding History

Mowery & Schoenfeld 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 		$29.7K Hold
927
– – 0.04% 170
2026
Q1 		$31.1K Hold
927
– – 0.05% 153
2025
Q4 		$25.5K Hold
927
– – 0.04% 180
2025
Q3 		$26.3K Sell
927
-74
-7% -$2.02K 0.05% 156
2025
Q2 		$29.4K Hold
1,001
– – 0.04% 151
2025
Q1 		$28.6K Buy
1,001
+6
+0.6% +$166 0.06% 177
2024
Q4 		$27.3K Buy
995
+585
+143% +$15.3K 0.05% 155
2024
Q3 		$9.06K Buy
+410
New +$8.64K 0.01% 179

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's KMI Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Kinder Morgan (KMI) position steady in Q2 2026 at 927 shares worth $29.7K. The position accounts for 0.04% of the portfolio, ranked #170.

Mowery & Schoenfeld Wealth Management first reported a position in KMI in Q3 2024 and has held it in 8 quarters since. The position peaked at $31.1K in Q1 2026. 1,204 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 927 shares of Kinder Morgan worth $29.7K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Kinder Morgan share count unchanged in Q2 2026.
  • Kinder Morgan made up 0.04% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Kinder Morgan in Q3 2024 and has held it in 8 quarters since.
  • Mowery & Schoenfeld Wealth Management's Kinder Morgan position peaked at $31.1K in Q1 2026.
  • 1,204 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.