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Principia Wealth Advisory’s Kinder Morgan KMI Stock Holding History

Principia Wealth Advisory’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 		$360K Buy
11,253
+120
+1% +$3.87K 0.18% 59
2026
Q1 		$373K Buy
11,133
+122
+1% +$3.81K 0.21% 54
2025
Q4 		$303K Sell
11,011
-10,163
-48% -$275K 0.19% 62
2025
Q3 		$599K Buy
21,174
+200
+1% +$5.47K 0.41% 37
2025
Q2 		$617K Buy
20,974
+234
+1% +$6.42K 0.52% 26
2025
Q1 		$544K Buy
20,740
+223
+1% +$6.17K 0.52% 22
2024
Q4 		$562K Buy
+20,517
New +$535K 0.53% 23

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

Principia Wealth Advisory's KMI Position: Q2 2026 in Review

Principia Wealth Advisory increased its Kinder Morgan (KMI) stake by 1.1% in Q2 2026, buying an estimated $3.87K and bringing the position to 11,253 shares worth $360K. The position accounts for 0.18% of the portfolio, ranked #59.

Principia Wealth Advisory first reported a position in KMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $617K in Q2 2025. 1,834 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Principia Wealth Advisory held 11,253 shares of Kinder Morgan worth $360K as of Q2 2026.
  • Principia Wealth Advisory bought 120 Kinder Morgan shares in Q2 2026, an estimated $3.87K.
  • Kinder Morgan made up 0.18% of Principia Wealth Advisory's portfolio in Q2 2026, its #59 holding.
  • Principia Wealth Advisory first reported a position in Kinder Morgan in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Kinder Morgan position peaked at $617K in Q2 2025.
  • 1,834 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.