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Perigon Wealth Management’s Kinder Morgan KMI Stock Holding History

Perigon 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
Q1 		$627K Sell
18,697
-5,228
-22% -$163K 0.01% 690
2025
Q4 		$658K Sell
23,925
-7,944
-25% -$215K 0.01% 675
2025
Q3 		$902K Buy
31,869
+18,182
+133% +$498K 0.02% 542
2025
Q2 		$402K Sell
13,687
-1,030
-7% -$28.3K 0.01% 739
2025
Q1 		$420K Buy
14,717
+547
+4% +$15.1K 0.01% 689
2024
Q4 		$426K Buy
14,170
+2,183
+18% +$56.9K 0.01% 685
2024
Q3 		$265K Buy
+11,987
New +$253K 0.01% 839
2024
Q2 		– Sell
-10,013
Closed -$184K – 894
2024
Q1 		$184K Buy
+10,013
New +$175K 0.01% 815
2021
Q1 		– Sell
-2,706
Closed -$37K – 791
2020
Q4 		$37K Buy
+2,706
New +$36.2K ﹤0.01% 840
2019
Q1 		– Sell
-15,215
Closed -$270K – 230
2018
Q4 		$270K Buy
+15,215
New +$258K 0.07% 173
2018
Q2 		– Sell
-346
Closed -$5K – 445
2018
Q1 		$5K Hold
346
– – ﹤0.01% 557
2017
Q4 		$6K Sell
346
-17
-5% -$305 ﹤0.01% 523
2017
Q3 		$7K Buy
+363
New +$7.07K ﹤0.01% 539
2016
Q2 		– Sell
-8,814
Closed -$158K – 453
2016
Q1 		$158K Buy
+8,814
New +$144K 0.05% 154
2015
Q4 		– Sell
-11,032
Closed -$305K – 224
2015
Q3 		$305K Buy
11,032
+2,334
+27% +$77.3K 0.09% 170
2015
Q2 		$334K Buy
8,698
+36
+0.4% +$1.5K 0.09% 175
2015
Q1 		$364K Buy
8,662
+35
+0.4% +$1.45K 0.1% 169
2014
Q4 		$365K Buy
+8,627
New +$340K 0.11% 153

Other funds holding KMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Perigon Wealth Management's KMI Position: Q1 2026 in Review

Perigon Wealth Management reduced its Kinder Morgan (KMI) stake by 22% in Q1 2026, selling an estimated $163K and leaving 18,697 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #690.

Perigon Wealth Management first reported a position in KMI in Q4 2014 and has held it in 18 quarters since. The position peaked at $902K in Q3 2025. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Perigon Wealth Management held 18,697 shares of Kinder Morgan worth $627K as of Q1 2026.
  • Perigon Wealth Management sold 5,228 Kinder Morgan shares in Q1 2026, an estimated $163K.
  • Kinder Morgan made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #690 holding.
  • Perigon Wealth Management first reported a position in Kinder Morgan in Q4 2014 and has held it in 18 quarters since.
  • Perigon Wealth Management's Kinder Morgan position peaked at $902K in Q3 2025.
  • 1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.