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

Private 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 		$7.46M Sell
247,395
-1,500
-0.6% -$47.6K 0.51% 38
2026
Q2 		$7.96M Sell
248,895
-6,250
-2% -$201K 0.57% 35
2026
Q1 		$8.56M Sell
255,145
-5,645
-2% -$176K 0.66% 32
2025
Q4 		$7.17M Sell
260,790
-25,300
-9% -$684K 0.51% 36
2025
Q3 		$8.1M Buy
286,090
+196
+0.1% +$5.36K 0.58% 33
2025
Q2 		$8.41M Sell
285,894
-12,495
-4% -$343K 0.66% 34
2025
Q1 		$8.51M Sell
298,389
-1,495
-0.5% -$41.4K 0.7% 33
2024
Q4 		$8.22M Sell
299,884
-10,911
-4% -$284K 0.63% 34
2024
Q3 		$6.87M Buy
310,795
+9,456
+3% +$199K 0.55% 34
2024
Q2 		$5.99M Buy
301,339
+30,007
+11% +$572K 0.44% 36
2024
Q1 		$4.98M Buy
271,332
+37,722
+16% +$659K 0.4% 39
2023
Q4 		$4.12M Buy
233,610
+81,356
+53% +$1.39M 0.35% 39
2023
Q3 		$2.52M Buy
152,254
+8,307
+6% +$143K 0.24% 46
2023
Q2 		$2.48M Buy
143,947
+28,182
+24% +$479K 0.23% 49
2023
Q1 		$2.03M Buy
115,765
+5,615
+5% +$100K 0.2% 53
2022
Q4 		$1.99M Buy
110,150
+23,900
+28% +$430K 0.23% 54
2022
Q3 		$1.44M Buy
86,250
+1,000
+1% +$17.8K 0.18% 56
2022
Q2 		$1.43M Buy
85,250
+74,500
+693% +$1.39M 0.17% 59
2022
Q1 		$203K Buy
+10,750
New +$189K 0.02% 77
2014
Q1 		– Sell
-117,070
Closed -$4.22M – 164
2013
Q4 		$4.22M Sell
117,070
-4,900
-4% -$172K 0.94% 32
2013
Q3 		$4.34M Buy
121,970
+56,500
+86% +$2.12M 1.03% 29
2013
Q2 		$2.5M Buy
+65,470
New +$2.54M 0.62% 50

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

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

Private Wealth Partners reduced its Kinder Morgan (KMI) stake by 0.6% in Q3 2026, selling an estimated $47.6K and leaving 247,395 shares worth $7.46M. The position accounts for 0.51% of the portfolio, ranked #38.

Private Wealth Partners first reported a position in KMI in Q2 2013 and has held it in 22 quarters since. The position peaked at $8.56M in Q1 2026. 1,010 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • Private Wealth Partners held 247,395 shares of Kinder Morgan worth $7.46M as of Q3 2026.
  • Private Wealth Partners sold 1,500 Kinder Morgan shares in Q3 2026, an estimated $47.6K.
  • Kinder Morgan made up 0.51% of Private Wealth Partners's portfolio in Q3 2026, its #38 holding.
  • Private Wealth Partners first reported a position in Kinder Morgan in Q2 2013 and has held it in 22 quarters since.
  • Private Wealth Partners's Kinder Morgan position peaked at $8.56M in Q1 2026.
  • 1,010 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Private Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.