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Sound View Wealth Advisors Group’s Kinder Morgan KMI Stock Holding History

Sound View Wealth Advisors 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 		$4.26M Buy
127,171
+1,127
+0.9% +$35.2K 0.29% 80
2025
Q4 		$3.46M Buy
126,044
+7,117
+6% +$192K 0.23% 95
2025
Q3 		$3.37M Sell
118,927
-244
-0.2% -$6.68K 0.23% 97
2025
Q2 		$3.5M Sell
119,171
-514
-0.4% -$14.1K 0.26% 88
2025
Q1 		$3.41M Sell
119,685
-5,031
-4% -$139K 0.28% 81
2024
Q4 		$3.42M Sell
124,716
-8,171
-6% -$213K 0.28% 81
2024
Q3 		$2.94M Buy
132,887
+16,541
+14% +$348K 0.24% 95
2024
Q2 		$2.31M Sell
116,346
-7,653
-6% -$146K 0.24% 98
2024
Q1 		$2.27M Sell
123,999
-10,741
-8% -$188K 0.24% 100
2023
Q4 		$2.38M Buy
134,740
+12,869
+11% +$219K 0.26% 94
2023
Q3 		$2.02M Buy
121,871
+7,440
+7% +$128K 0.25% 92
2023
Q2 		$1.97M Buy
114,431
+7,922
+7% +$135K 0.26% 88
2023
Q1 		$1.86M Sell
106,509
-28,231
-21% -$502K 0.26% 91
2022
Q4 		$2.38M Buy
134,740
+62,705
+87% +$1.13M 0.26% 94
2022
Q3 		$1.2M Sell
72,035
-3,715
-5% -$66K 0.27% 94
2022
Q2 		$1.27M Sell
75,750
-253
-0.3% -$4.74K 0.27% 94
2022
Q1 		$1.44M Buy
76,003
+6,265
+9% +$110K 0.27% 91
2021
Q4 		$1.11M Sell
69,738
-2,936
-4% -$48.9K 0.21% 113
2021
Q3 		$1.22M Buy
72,674
+1,122
+2% +$19.1K 0.25% 99
2021
Q2 		$1.3M Buy
71,552
+3,423
+5% +$61K 0.27% 94
2021
Q1 		$1.13M Buy
68,129
+4,117
+6% +$62.9K 0.26% 93
2020
Q4 		$875K Sell
64,012
-3,197
-5% -$42.8K 0.21% 105
2020
Q3 		$829K Buy
67,209
+634
+1% +$8.84K 0.22% 105
2020
Q2 		$1.01M Buy
66,575
+2,733
+4% +$41.5K 0.28% 93
2020
Q1 		$889K Buy
63,842
+2,732
+4% +$52K 0.31% 86
2019
Q4 		$1.29M Buy
61,110
+17,320
+40% +$351K 0.37% 83
2019
Q3 		$903K Buy
43,790
+4,130
+10% +$84.8K 0.27% 97
2019
Q2 		$828K Buy
+39,660
New +$800K 0.24% 104

Other funds holding KMI

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

Sound View Wealth Advisors Group's KMI Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Kinder Morgan (KMI) stake by 0.89% in Q1 2026, buying an estimated $35.2K and bringing the position to 127,171 shares worth $4.26M. The position accounts for 0.29% of the portfolio, ranked #80.

Sound View Wealth Advisors Group first reported a position in KMI in Q2 2019 and has held it in 28 quarters since. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Sound View Wealth Advisors Group held 127,171 shares of Kinder Morgan worth $4.26M as of Q1 2026.
  • Sound View Wealth Advisors Group bought 1,127 Kinder Morgan shares in Q1 2026, an estimated $35.2K.
  • Kinder Morgan made up 0.29% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #80 holding.
  • Sound View Wealth Advisors Group first reported a position in Kinder Morgan in Q2 2019 and has held it in 28 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.