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Smallwood Wealth Investment Management’s Kinder Morgan KMI Stock Holding History

Smallwood Wealth Investment 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
Q2 		$91.7K Hold
2,868
– – 0.04% 148
2026
Q1 		$96.2K Hold
2,868
– – 0.05% 125
2025
Q4 		$78.8K Hold
2,868
– – 0.04% 137
2025
Q3 		$81.2K Hold
2,868
– – 0.04% 137
2025
Q2 		$84.3K Hold
2,868
– – 0.05% 124
2025
Q1 		$81.8K Buy
+2,868
New +$79.4K 0.05% 127

Other funds holding KMI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Smallwood Wealth Investment Management's KMI Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Kinder Morgan (KMI) position steady in Q2 2026 at 2,868 shares worth $91.7K. The position accounts for 0.04% of the portfolio, ranked #148.

Smallwood Wealth Investment Management first reported a position in KMI in Q1 2025 and has held it in 6 quarters since. The position peaked at $96.2K in Q1 2026. 867 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Smallwood Wealth Investment Management held 2,868 shares of Kinder Morgan worth $91.7K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Kinder Morgan share count unchanged in Q2 2026.
  • Kinder Morgan made up 0.04% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #148 holding.
  • Smallwood Wealth Investment Management first reported a position in Kinder Morgan in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Kinder Morgan position peaked at $96.2K in Q1 2026.
  • 867 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.