Roberts Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Roberts 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 Q1	$235K	Buy	+7,007	New	+$219K	0.06%	105

Other funds holding KMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Roberts Wealth Advisors's KMI Position: Q1 2026 in Review

Roberts Wealth Advisors opened a new position in Kinder Morgan (KMI) in Q1 2026: 7,007 shares worth $235K. The stake represents 0.06% of the portfolio and ranks #105 among its holdings.

1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Roberts Wealth Advisors held 7,007 shares of Kinder Morgan worth $235K as of Q1 2026.
Kinder Morgan was a new Roberts Wealth Advisors position in Q1 2026.
Kinder Morgan made up 0.06% of Roberts Wealth Advisors's portfolio in Q1 2026, its #105 holding.
1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.