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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
2026
Q2 		$14.7K Buy
+461
New +$14.9K ﹤0.01% 315
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

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

Provenance Wealth Advisors's KMI Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in Kinder Morgan (KMI) in Q2 2026: 461 shares worth $14.7K. The stake represents ﹤0.01% of the portfolio and ranks #315 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in KMI as recently as Q4 2024.

Provenance Wealth Advisors first reported a position in KMI in Q1 2024 and has held it in 5 quarters since. The position peaked at $328K in Q4 2024. 1,839 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Provenance Wealth Advisors held 461 shares of Kinder Morgan worth $14.7K as of Q2 2026.
  • Kinder Morgan was a new Provenance Wealth Advisors position in Q2 2026.
  • Kinder Morgan made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #315 holding.
  • Provenance Wealth Advisors first reported a position in Kinder Morgan in Q1 2024 and has held it in 5 quarters since.
  • Provenance Wealth Advisors's Kinder Morgan position peaked at $328K in Q4 2024.
  • 1,839 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.