SFG
KMI icon

Synergy Financial Group’s Kinder Morgan KMI Stock Holding History

Synergy Financial 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 		$394K Sell
11,748
-97
-0.8% -$3.03K 0.3% 74
2025
Q4 		$326K Sell
11,845
-345
-3% -$9.32K 0.23% 78
2025
Q3 		$345K Sell
12,190
-376
-3% -$10.3K 0.23% 73
2025
Q2 		$369K Sell
12,566
-912
-7% -$25K 0.27% 70
2025
Q1 		$385K Sell
13,478
-37
-0.3% -$1.02K 0.35% 61
2024
Q4 		$370K Buy
13,515
+694
+5% +$18.1K 0.31% 63
2024
Q3 		$283K Buy
12,821
+24
+0.2% +$506 0.27% 71
2024
Q2 		$254K Buy
12,797
+24
+0.2% +$458 0.27% 69
2024
Q1 		$234K Sell
12,773
-195
-2% -$3.41K 0.26% 73
2023
Q4 		$229K Buy
12,968
+15
+0.1% +$256 0.28% 75
2023
Q3 		$215K Buy
12,953
+100
+0.8% +$1.72K 0.3% 72
2023
Q2 		$221K Hold
12,853
– – 0.3% 74
2023
Q1 		$225K Sell
12,853
-54
-0.4% -$960 0.37% 69
2022
Q4 		$233K Hold
12,907
– – 0.46% 63
2022
Q3 		$215K Hold
12,907
– – 0.32% 85
2022
Q2 		$216K Sell
12,907
-750
-5% -$14K 0.34% 78
2022
Q1 		$258K Hold
13,657
– – 0.27% 83
2021
Q4 		$217K Buy
+13,657
New +$227K 0.19% 99

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

Synergy Financial Group's KMI Position: Q1 2026 in Review

Synergy Financial Group reduced its Kinder Morgan (KMI) stake by 0.82% in Q1 2026, selling an estimated $3.03K and leaving 11,748 shares worth $394K. The position accounts for 0.3% of the portfolio, ranked #74.

Synergy Financial Group first reported a position in KMI in Q4 2021 and has held it in 18 quarters since. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Synergy Financial Group held 11,748 shares of Kinder Morgan worth $394K as of Q1 2026.
  • Synergy Financial Group sold 97 Kinder Morgan shares in Q1 2026, an estimated $3.03K.
  • Kinder Morgan made up 0.3% of Synergy Financial Group's portfolio in Q1 2026, its #74 holding.
  • Synergy Financial Group first reported a position in Kinder Morgan in Q4 2021 and has held it in 18 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

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