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SageView Advisory Group’s Kinder Morgan KMI Stock Holding History

SageView Advisory Group’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 		– Sell
-12,874
Closed -$354K – 1576
2025
Q4 		$354K Sell
12,874
-4,097
-24% -$111K 0.01% 436
2025
Q3 		$480K Buy
16,971
+486
+3% +$13.3K 0.02% 392
2025
Q2 		$449K Sell
16,485
-21
-0.1% -$576 0.02% 397
2025
Q1 		$471K Sell
16,506
-508
-3% -$14.1K 0.02% 360
2024
Q4 		$466K Buy
+17,014
New +$444K 0.02% 353
2024
Q3 		– Sell
-10,758
Closed -$214K – 539
2024
Q2 		$214K Buy
+10,758
New +$205K 0.01% 523
2024
Q1 		– Sell
-23,460
Closed -$404K – 646
2023
Q4 		$404K Buy
23,460
+2,853
+14% +$48.6K 0.02% 442
2023
Q3 		$342K Buy
20,607
+596
+3% +$10.3K 0.02% 399
2023
Q2 		$345K Buy
+20,011
New +$340K 0.02% 421

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SageView Advisory Group's KMI Position: Q1 2026 in Review

SageView Advisory Group sold out of Kinder Morgan (KMI) in Q1 2026, closing a stake of 12,874 shares — an estimated $354K sold.

SageView Advisory Group first reported a position in KMI in Q2 2023 and held it in 9 quarters. The position peaked at $480K in Q3 2025. 1,836 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • SageView Advisory Group reported no remaining Kinder Morgan position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 12,874 Kinder Morgan shares in Q1 2026, an estimated $354K.
  • SageView Advisory Group first reported a position in Kinder Morgan in Q2 2023 and held it in 9 quarters.
  • SageView Advisory Group's Kinder Morgan position peaked at $480K in Q3 2025.
  • 1,836 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.