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PlanVest Financial’s Kinder Morgan KMI Stock Holding History

PlanVest Financial’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 		$94K Buy
2,941
+21
+0.7% +$677 0.06% 156
2026
Q1 		$97.9K Buy
+2,920
New +$91.2K 0.07% 138

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PlanVest Financial's KMI Position: Q2 2026 in Review

PlanVest Financial increased its Kinder Morgan (KMI) stake by 0.72% in Q2 2026, buying an estimated $677 and bringing the position to 2,941 shares worth $94K. The position accounts for 0.06% of the portfolio, ranked #156.

PlanVest Financial first reported a position in KMI in Q1 2026 and has held it in 2 quarters since. The position peaked at $97.9K in Q1 2026. 1,746 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • PlanVest Financial held 2,941 shares of Kinder Morgan worth $94K as of Q2 2026.
  • PlanVest Financial bought 21 Kinder Morgan shares in Q2 2026, an estimated $677.
  • Kinder Morgan made up 0.06% of PlanVest Financial's portfolio in Q2 2026, its #156 holding.
  • PlanVest Financial first reported a position in Kinder Morgan in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Kinder Morgan position peaked at $97.9K in Q1 2026.
  • 1,746 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.