Strategic Wealth Partners’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $603K | Sell |
17,974
-645
| -3% | -$20.2K | 0.04% | 183 |
|
|
2025
Q4 | $512K | Sell |
18,619
-14,201
| -43% | -$384K | 0.04% | 202 |
|
|
2025
Q3 | $927K | Sell |
32,820
-324,788
| -91% | -$8.89M | 0.07% | 166 |
|
|
2025
Q2 | $10.5M | Buy |
+357,608
| New | +$9.81M | 0.83% | 34 |
|
|
2024
Q4 | $9.15M | Buy |
344,359
+77,396
| +29% | +$2.02M | 0.76% | 46 |
|
|
2024
Q3 | $5.9M | Buy |
266,963
+3,889
| +1% | +$81.9K | 0.57% | 59 |
|
|
2024
Q2 | $5.23M | Buy |
263,074
+25,769
| +11% | +$491K | 0.55% | 64 |
|
|
2024
Q1 | $4.35M | Buy |
237,305
+63,695
| +37% | +$1.11M | 0.48% | 72 |
|
|
2023
Q4 | $3.06M | Sell |
173,610
-50,220
| -22% | -$856K | 0.38% | 82 |
|
|
2023
Q3 | $3.71M | Sell |
223,830
-11,377
| -5% | -$196K | 0.49% | 57 |
|
|
2023
Q2 | $4.05M | Buy |
235,207
+1,104
| +0.5% | +$18.7K | 0.52% | 51 |
|
|
2023
Q1 | $4.1M | Buy |
234,103
+135,144
| +137% | +$2.4M | 0.63% | 39 |
|
|
2022
Q4 | $1.79M | Buy |
98,959
+35,783
| +57% | +$644K | 0.33% | 92 |
|
|
2022
Q3 | $1.05M | Buy |
63,176
+1,972
| +3% | +$35.1K | 0.22% | 119 |
|
|
2022
Q2 | $1.03M | Buy |
61,204
+6,277
| +11% | +$118K | 0.22% | 119 |
|
|
2022
Q1 | $1.04M | Buy |
54,927
+4,345
| +9% | +$76.5K | 0.2% | 132 |
|
|
2021
Q4 | $802K | Buy |
50,582
+7,385
| +17% | +$123K | 0.15% | 155 |
|
|
2021
Q3 | $723K | Buy |
43,197
+7,553
| +21% | +$128K | 0.21% | 131 |
|
|
2021
Q2 | $650K | Sell |
35,644
-3,265
| -8% | -$58.2K | 0.21% | 120 |
|
|
2021
Q1 | $648K | Sell |
38,909
-1,514
| -4% | -$23.1K | 0.26% | 97 |
|
|
2020
Q4 | $553K | Sell |
40,423
-2,752
| -6% | -$36.8K | 0.23% | 107 |
|
|
2020
Q3 | $532K | Buy |
43,175
+7,151
| +20% | +$99.7K | 0.27% | 91 |
|
|
2020
Q2 | $546K | Sell |
36,024
-4,912
| -12% | -$74.7K | 0.28% | 85 |
|
|
2020
Q1 | $867K | Hold |
40,936
| – | – | 0.45% | 69 |
|
|
2019
Q4 | $867K | Buy |
40,936
+1,326
| +3% | +$26.8K | 0.45% | 69 |
|
|
2019
Q3 | $803 | Buy |
39,610
+38,161
| +2,634% | +$783K | ﹤0.01% | 214 |
|
|
2019
Q2 | $30K | Buy |
1,449
+193
| +15% | +$3.89K | 0.01% | 279 |
|
|
2019
Q1 | $25K | Buy |
1,256
+134
| +12% | +$2.5K | 0.01% | 319 |
|
|
2018
Q4 | $19K | Buy |
1,122
+156
| +16% | +$2.64K | 0.01% | 358 |
|
|
2018
Q3 | $17K | Hold |
966
| – | – | 0.01% | 365 |
|
|
2018
Q2 | $17K | Sell |
966
-215
| -18% | -$3.52K | 0.01% | 433 |
|
|
2018
Q1 | $18K | Sell |
1,181
-366
| -24% | -$6.34K | 0.01% | 385 |
|
|
2017
Q4 | $28K | Buy |
+1,547
| New | +$27.8K | 0.02% | 276 |
|
Other funds holding KMI
VCM
VPM
Strategic Wealth Partners's KMI Position: Q1 2026 in Review
Strategic Wealth Partners reduced its Kinder Morgan (KMI) stake by 3.5% in Q1 2026, selling an estimated $20.2K and leaving 17,974 shares worth $603K. The position accounts for 0.04% of the portfolio, ranked #183.
Strategic Wealth Partners first reported a position in KMI in Q4 2017 and has held it in 33 quarters since. The position peaked at $10.5M in Q2 2025. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.
- Strategic Wealth Partners held 17,974 shares of Kinder Morgan worth $603K as of Q1 2026.
- Strategic Wealth Partners sold 645 Kinder Morgan shares in Q1 2026, an estimated $20.2K.
- Kinder Morgan made up 0.04% of Strategic Wealth Partners's portfolio in Q1 2026, its #183 holding.
- Strategic Wealth Partners first reported a position in Kinder Morgan in Q4 2017 and has held it in 33 quarters since.
- Strategic Wealth Partners's Kinder Morgan position peaked at $10.5M in Q2 2025.
- 1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.
Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.