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Trek Financial’s Kinder Morgan KMI Stock Holding History

Trek 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
Q2 		$1.23M Sell
38,611
-521
-1% -$16.8K 0.06% 227
2026
Q1 		$1.31M Buy
39,132
+561
+1% +$17.5K 0.07% 208
2025
Q4 		$1.06M Buy
38,571
+126
+0.3% +$3.4K 0.06% 217
2025
Q3 		$1.09M Buy
38,445
+295
+0.8% +$8.07K 0.06% 216
2025
Q2 		$1.12M Buy
38,150
+105
+0.3% +$2.88K 0.08% 202
2025
Q1 		$1.09M Buy
38,045
+255
+0.7% +$7.06K 0.08% 176
2024
Q4 		$1.04M Buy
37,790
+2,447
+7% +$63.8K 0.08% 189
2024
Q3 		$781K Sell
35,343
-55
-0.2% -$1.16K 0.06% 202
2024
Q2 		$703K Hold
35,398
– – 0.06% 200
2024
Q1 		$649K Hold
35,398
– – 0.05% 202
2023
Q4 		$624K Sell
35,398
-1,172
-3% -$20K 0.05% 159
2023
Q3 		$606K Hold
36,570
– – 0.06% 165
2023
Q2 		$630K Hold
36,570
– – 0.06% 146
2023
Q1 		$640K Hold
36,570
– – 0.06% 140
2022
Q4 		$661K Buy
36,570
+1,155
+3% +$20.8K 0.07% 126
2022
Q3 		$589K Buy
35,415
+255
+0.7% +$4.53K 0.06% 123
2022
Q2 		$589K Sell
35,160
-9
-0% -$169 0.06% 125
2022
Q1 		$665K Buy
35,169
+9
+0% +$158 0.06% 117
2021
Q4 		$558K Sell
35,160
-51
-0.1% -$849 0.05% 114
2021
Q3 		$589K Buy
35,211
+51
+0.1% +$866 0.06% 99
2021
Q2 		$641K Sell
35,160
-108
-0.3% -$1.93K 0.07% 86
2021
Q1 		$587K Buy
35,268
+108
+0.3% +$1.65K 0.07% 87
2020
Q4 		$481K Hold
35,160
– – 0.06% 96
2020
Q3 		$434K Buy
+35,160
New +$490K 0.07% 96

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

Trek Financial's KMI Position: Q2 2026 in Review

Trek Financial reduced its Kinder Morgan (KMI) stake by 1.3% in Q2 2026, selling an estimated $16.8K and leaving 38,611 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #227.

Trek Financial first reported a position in KMI in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.31M in Q1 2026. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Trek Financial held 38,611 shares of Kinder Morgan worth $1.23M as of Q2 2026.
  • Trek Financial sold 521 Kinder Morgan shares in Q2 2026, an estimated $16.8K.
  • Kinder Morgan made up 0.06% of Trek Financial's portfolio in Q2 2026, its #227 holding.
  • Trek Financial first reported a position in Kinder Morgan in Q3 2020 and has held it in 24 quarters since.
  • Trek Financial's Kinder Morgan position peaked at $1.31M in Q1 2026.
  • 1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.