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Tred Avon Family Wealth’s Kinder Morgan KMI Stock Holding History

Tred Avon Family Wealth’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 		$463K Sell
14,474
-220
-1% -$7.09K 0.14% 187
2026
Q1 		$493K Sell
14,694
-746
-5% -$23.3K 0.16% 172
2025
Q4 		$424K Buy
15,440
+4,442
+40% +$120K 0.14% 168
2025
Q3 		$311K Buy
+10,998
New +$301K 0.11% 204

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Tred Avon Family Wealth's KMI Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Kinder Morgan (KMI) stake by 1.5% in Q2 2026, selling an estimated $7.09K and leaving 14,474 shares worth $463K. The position accounts for 0.14% of the portfolio, ranked #187.

Tred Avon Family Wealth first reported a position in KMI in Q3 2025 and has held it in 4 quarters since. The position peaked at $493K in Q1 2026. 1,840 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Tred Avon Family Wealth held 14,474 shares of Kinder Morgan worth $463K as of Q2 2026.
  • Tred Avon Family Wealth sold 220 Kinder Morgan shares in Q2 2026, an estimated $7.09K.
  • Kinder Morgan made up 0.14% of Tred Avon Family Wealth's portfolio in Q2 2026, its #187 holding.
  • Tred Avon Family Wealth first reported a position in Kinder Morgan in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Kinder Morgan position peaked at $493K in Q1 2026.
  • 1,840 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.