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Provenance Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Provenance 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
2025
Q1 		– Sell
-11,954
Closed -$328K – 565
2024
Q4 		$328K Hold
11,954
– – 0.04% 113
2024
Q3 		$264K Hold
11,954
– – 0.03% 136
2024
Q2 		$238K Hold
11,954
– – 0.03% 128
2024
Q1 		$219K Buy
+11,954
New +$209K 0.03% 139

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Provenance Wealth Advisors's KMI Position: Q1 2025 in Review

Provenance Wealth Advisors sold out of Kinder Morgan (KMI) in Q1 2025, closing a stake of 11,954 shares — an estimated $328K sold.

Provenance Wealth Advisors first reported a position in KMI in Q1 2024 and held it in 4 quarters. The position peaked at $328K in Q4 2024. 1,642 funds tracked by Wall St. Rank hold KMI as of Q1 2025.

  • Provenance Wealth Advisors reported no remaining Kinder Morgan position as of Q1 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 11,954 Kinder Morgan shares in Q1 2025, an estimated $328K.
  • Provenance Wealth Advisors first reported a position in Kinder Morgan in Q1 2024 and held it in 4 quarters.
  • Provenance Wealth Advisors's Kinder Morgan position peaked at $328K in Q4 2024.
  • 1,642 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2025.

Based on Provenance Wealth Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.