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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
Q2 		$364K Sell
11,391
-357
-3% -$11.5K 0.26% 72
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Synergy Financial Group's KMI Position: Q2 2026 in Review

Synergy Financial Group reduced its Kinder Morgan (KMI) stake by 3% in Q2 2026, selling an estimated $11.5K and leaving 11,391 shares worth $364K. The position accounts for 0.26% of the portfolio, ranked #72.

Synergy Financial Group first reported a position in KMI in Q4 2021 and has held it in 19 quarters since. The position peaked at $394K in Q1 2026. 1,834 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Synergy Financial Group held 11,391 shares of Kinder Morgan worth $364K as of Q2 2026.
  • Synergy Financial Group sold 357 Kinder Morgan shares in Q2 2026, an estimated $11.5K.
  • Kinder Morgan made up 0.26% of Synergy Financial Group's portfolio in Q2 2026, its #72 holding.
  • Synergy Financial Group first reported a position in Kinder Morgan in Q4 2021 and has held it in 19 quarters since.
  • Synergy Financial Group's Kinder Morgan position peaked at $394K in Q1 2026.
  • 1,834 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.