Sun Financial’s Kinder Morgan KMI Stock Holding History

Sun Financial’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	$342K	Sell	10,252 -723	-7%	-$22.6K	0.17%	115
2025 Q4	$302K	Buy	+10,975	New	+$296K	0.17%	129

Other funds holding KMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sun Financial's KMI Position: Q1 2026 in Review

Sun Financial reduced its Kinder Morgan (KMI) stake by 6.6% in Q1 2026, selling an estimated $22.6K and leaving 10,252 shares worth $342K. The position accounts for 0.17% of the portfolio, ranked #115.

Sun Financial first reported a position in KMI in Q4 2025 and has held it in 2 quarters since. 1,836 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Sun Financial held 10,252 shares of Kinder Morgan worth $342K as of Q1 2026.
Sun Financial sold 723 Kinder Morgan shares in Q1 2026, an estimated $22.6K.
Kinder Morgan made up 0.17% of Sun Financial's portfolio in Q1 2026, its #115 holding.
Sun Financial first reported a position in Kinder Morgan in Q4 2025 and has held it in 2 quarters since.
1,836 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.