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SHP Wealth Management’s Kinder Morgan KMI Stock Holding History

SHP Wealth Management’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 		$83.2K Buy
2,481
+151
+6% +$4.72K 0.01% 415
2025
Q4 		$64.1K Buy
+2,330
New +$62.9K 0.01% 429

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

SHP Wealth Management's KMI Position: Q1 2026 in Review

SHP Wealth Management increased its Kinder Morgan (KMI) stake by 6.5% in Q1 2026, buying an estimated $4.72K and bringing the position to 2,481 shares worth $83.2K. The position accounts for 0.01% of the portfolio, ranked #415.

SHP Wealth Management first reported a position in KMI in Q4 2025 and has held it in 2 quarters since. 1,836 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • SHP Wealth Management held 2,481 shares of Kinder Morgan worth $83.2K as of Q1 2026.
  • SHP Wealth Management bought 151 Kinder Morgan shares in Q1 2026, an estimated $4.72K.
  • Kinder Morgan made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #415 holding.
  • SHP Wealth Management first reported a position in Kinder Morgan in Q4 2025 and has held it in 2 quarters since.
  • 1,836 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.