Principle Wealth Partners
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Principle Wealth Partners’s Kinder Morgan KMI Stock Holding History

Principle Wealth Partners’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
Q3 		$384K Buy
12,741
+25
+0.2% +$793 0.02% 293
2026
Q2 		$407K Buy
12,716
+23
+0.2% +$741 0.02% 285
2026
Q1 		$426K Buy
12,693
+1,176
+10% +$36.7K 0.02% 264
2025
Q4 		$317K Sell
11,517
-1
-0% -$27 0.02% 303
2025
Q3 		$326K Buy
11,518
+1,352
+13% +$37K 0.02% 296
2025
Q2 		$299K Buy
10,166
+288
+3% +$7.9K 0.02% 306
2025
Q1 		$282K Sell
9,878
-2,620
-21% -$72.5K 0.02% 296
2024
Q4 		$342K Sell
12,498
-1,615
-11% -$42.1K 0.02% 270
2024
Q3 		$312K Sell
14,113
-149
-1% -$3.14K 0.02% 276
2024
Q2 		$283K Hold
14,262
– – 0.02% 283
2024
Q1 		$262K Hold
14,262
– – 0.02% 303
2023
Q4 		$252K Buy
14,262
+100
+0.7% +$1.7K 0.02% 296
2023
Q3 		$235K Sell
14,162
-2,590
-15% -$44.6K 0.02% 291
2023
Q2 		$288K Hold
16,752
– – 0.03% 269
2023
Q1 		$293K Hold
16,752
– – 0.03% 259
2022
Q4 		$303K Buy
16,752
+2,672
+19% +$48.1K 0.03% 246
2022
Q3 		$234K Hold
14,080
– – 0.02% 258
2022
Q2 		$236K Hold
14,080
– – 0.03% 279
2022
Q1 		$266K Hold
14,080
– – 0.03% 277
2021
Q4 		$223K Sell
14,080
-531
-4% -$8.84K 0.02% 299
2021
Q3 		$244K Buy
14,611
+731
+5% +$12.4K 0.03% 281
2021
Q2 		$253K Buy
+13,880
New +$247K 0.03% 282
2020
Q3 		– Sell
-6,955
Closed -$106K – 306
2020
Q2 		$106K Buy
+6,955
New +$106K 0.03% 205

Other funds holding KMI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Principle Wealth Partners's KMI Position: Q3 2026 in Review

Principle Wealth Partners increased its Kinder Morgan (KMI) stake by 0.2% in Q3 2026, buying an estimated $793 and bringing the position to 12,741 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #293.

Principle Wealth Partners first reported a position in KMI in Q2 2020 and has held it in 23 quarters since. The position peaked at $426K in Q1 2026. 1,010 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • Principle Wealth Partners held 12,741 shares of Kinder Morgan worth $384K as of Q3 2026.
  • Principle Wealth Partners bought 25 Kinder Morgan shares in Q3 2026, an estimated $793.
  • Kinder Morgan made up 0.02% of Principle Wealth Partners's portfolio in Q3 2026, its #293 holding.
  • Principle Wealth Partners first reported a position in Kinder Morgan in Q2 2020 and has held it in 23 quarters since.
  • Principle Wealth Partners's Kinder Morgan position peaked at $426K in Q1 2026.
  • 1,010 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.