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Plus Group Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Plus Group Wealth 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 		$322K Buy
10,069
+48
+0.5% +$1.55K 0.3% 36
2026
Q1 		$336K Buy
10,021
+21
+0.2% +$656 0.37% 32
2025
Q4 		$275K Buy
+10,000
New +$270K 0.3% 35

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

Plus Group Wealth Advisors's KMI Position: Q2 2026 in Review

Plus Group Wealth Advisors increased its Kinder Morgan (KMI) stake by 0.48% in Q2 2026, buying an estimated $1.55K and bringing the position to 10,069 shares worth $322K. The position accounts for 0.3% of the portfolio, ranked #36.

Plus Group Wealth Advisors first reported a position in KMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $336K in Q1 2026. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Plus Group Wealth Advisors held 10,069 shares of Kinder Morgan worth $322K as of Q2 2026.
  • Plus Group Wealth Advisors bought 48 Kinder Morgan shares in Q2 2026, an estimated $1.55K.
  • Kinder Morgan made up 0.3% of Plus Group Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Plus Group Wealth Advisors first reported a position in Kinder Morgan in Q4 2025 and has held it in 3 quarters since.
  • Plus Group Wealth Advisors's Kinder Morgan position peaked at $336K in Q1 2026.
  • 1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Plus Group Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.