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Sterling Investment Advisors (Pennsylvania)’s Kinder Morgan KMI Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2021
Q1 		– Sell
-100
Closed -$15K – 522
2020
Q4 		$15K Buy
+100
New +$1.34K 0.01% 328

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s KMI Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its Kinder Morgan (KMI) stake by 14% in Q2 2026, selling an estimated $1.94M and leaving 358,543 shares worth $11.5M. The position accounts for 1.91% of the portfolio, ranked #9.

Sterling Investment Advisors (Pennsylvania) first reported a position in KMI in Q4 2019 and has held it in 27 quarters since. The position peaked at $14M in Q1 2026. 1,296 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 358,543 shares of Kinder Morgan worth $11.5M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 60,166 Kinder Morgan shares in Q2 2026, an estimated $1.94M.
  • Kinder Morgan made up 1.91% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #9 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Kinder Morgan in Q4 2019 and has held it in 27 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Kinder Morgan position peaked at $14M in Q1 2026.
  • 1,296 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.