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 Q2	–	Sell	-7,007	Closed	-$235K	–	113
2026 Q1	$235K	Buy	+7,007	New	+$219K	0.06%	105

Other funds holding KMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Roberts Wealth Advisors sold out of Kinder Morgan (KMI) in Q2 2026, closing a stake of 7,007 shares — an estimated $235K sold.

Roberts Wealth Advisors first reported a position in KMI in Q1 2026 and held it in 1 quarter. The position peaked at $235K in Q1 2026. 1,834 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Roberts Wealth Advisors reported no remaining Kinder Morgan position as of Q2 2026 after selling out during the quarter.
Roberts Wealth Advisors sold 7,007 Kinder Morgan shares in Q2 2026, an estimated $235K.
Roberts Wealth Advisors first reported a position in Kinder Morgan in Q1 2026 and held it in 1 quarter.
Roberts Wealth Advisors's Kinder Morgan position peaked at $235K in Q1 2026.
1,834 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.