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Summit Trail Advisors’s Kinder Morgan KMI Stock Holding History

Summit Trail Advisors’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 		$2.57M Buy
76,559
+8,655
+13% +$270K 0.04% 385
2025
Q4 		$1.87M Sell
67,904
-8,624
-11% -$233K 0.03% 447
2025
Q3 		$2.17M Buy
76,528
+32,352
+73% +$886K 0.03% 407
2025
Q2 		$1.3M Buy
44,176
+1,320
+3% +$36.2K 0.02% 382
2025
Q1 		$1.22M Buy
42,856
+4,405
+11% +$122K 0.04% 137
2024
Q4 		$1.05M Buy
38,451
+9,873
+35% +$257K 0.04% 132
2024
Q3 		$631K Buy
28,578
+3,317
+13% +$69.9K 0.02% 352
2024
Q2 		$502K Buy
25,261
+5,708
+29% +$109K 0.01% 372
2024
Q1 		$359K Buy
19,553
+202
+1% +$3.53K 0.01% 416
2023
Q4 		$341K Sell
19,351
-5,054
-21% -$86.1K 0.01% 370
2023
Q3 		$405K Buy
24,405
+1,990
+9% +$34.3K 0.01% 311
2023
Q2 		$386K Buy
+22,415
New +$381K 0.01% 319
2019
Q1 		– Sell
-12,144
Closed -$187K – 117
2018
Q4 		$187K Sell
12,144
-18,487
-60% -$313K 0.07% 99
2018
Q3 		$543K Buy
30,631
+4,420
+17% +$79K 0.12% 93
2018
Q2 		$463K Sell
26,211
-43,736
-63% -$716K 0.16% 75
2018
Q1 		$886K Buy
69,947
+1,331
+2% +$23.1K 0.15% 148
2017
Q4 		$1.3M Buy
+68,616
New +$1.23M 0.16% 125

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

Summit Trail Advisors's KMI Position: Q1 2026 in Review

Summit Trail Advisors increased its Kinder Morgan (KMI) stake by 13% in Q1 2026, buying an estimated $270K and bringing the position to 76,559 shares worth $2.57M. The position accounts for 0.04% of the portfolio, ranked #385.

Summit Trail Advisors first reported a position in KMI in Q4 2017 and has held it in 17 quarters since. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Summit Trail Advisors held 76,559 shares of Kinder Morgan worth $2.57M as of Q1 2026.
  • Summit Trail Advisors bought 8,655 Kinder Morgan shares in Q1 2026, an estimated $270K.
  • Kinder Morgan made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #385 holding.
  • Summit Trail Advisors first reported a position in Kinder Morgan in Q4 2017 and has held it in 17 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.