Univest Financial’s Kinder Morgan KMI Stock Holding History

Univest 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	$1.13M	Buy	35,478 +1,085	+3%	+$35K	0.06%	150
2026 Q1	$1.15M	Sell	34,393 -775	-2%	-$24.2K	0.06%	148
2025 Q4	$967K	Buy	35,168 +1,134	+3%	+$30.6K	0.05%	157
2025 Q3	$964K	Buy	34,034 +1,480	+5%	+$40.5K	0.05%	156
2025 Q2	$957K	Buy	32,554 +1,678	+5%	+$46.1K	0.06%	151
2025 Q1	$881K	Sell	30,876 -4,032	-12%	-$112K	0.06%	162
2024 Q4	$956K	Buy	34,908 +735	+2%	+$19.2K	0.06%	160
2024 Q3	$755K	Buy	34,173 +22,730	+199%	+$479K	0.05%	171
2024 Q2	$227K	Sell	11,443 -140	-1%	-$2.67K	0.06%	129
2024 Q1	$212K	Sell	11,583 -85	-0.7%	-$1.49K	0.06%	125
2023 Q4	$206K	Sell	11,668 -193	-2%	-$3.29K	0.06%	116
2023 Q3	$197K	Sell	11,861 -329	-3%	-$5.67K	0.07%	106
2023 Q2	$210K	Hold	12,190	–	–	0.06%	108
2023 Q1	$213K	Buy	+12,190	New	+$217K	0.07%	99
2020 Q1	–	Sell	-22,306	Closed	-$462K	–	123
2019 Q4	$462K	Buy	+22,306	New	+$451K	0.2%	70
2017 Q2	–	Sell	-19,720	Closed	-$429K	–	94
2017 Q1	$429K	Sell	19,720 -2,586	-12%	-$56.5K	0.19%	71
2016 Q4	$462K	Sell	22,306 -520	-2%	-$11K	0.2%	70
2016 Q3	$528K	Buy	22,826 +901	+4%	+$19.1K	0.24%	61
2016 Q2	$410K	Buy	21,925 +4,686	+27%	+$83.5K	0.19%	69
2016 Q1	$308K	Buy	+17,239	New	+$282K	0.14%	81

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Univest Financial's KMI Position: Q2 2026 in Review

Univest Financial increased its Kinder Morgan (KMI) stake by 3.2% in Q2 2026, buying an estimated $35K and bringing the position to 35,478 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #150.

Univest Financial first reported a position in KMI in Q1 2016 and has held it in 20 quarters since. The position peaked at $1.15M in Q1 2026. 1,834 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Univest Financial held 35,478 shares of Kinder Morgan worth $1.13M as of Q2 2026.
Univest Financial bought 1,085 Kinder Morgan shares in Q2 2026, an estimated $35K.
Kinder Morgan made up 0.06% of Univest Financial's portfolio in Q2 2026, its #150 holding.
Univest Financial first reported a position in Kinder Morgan in Q1 2016 and has held it in 20 quarters since.
Univest Financial's Kinder Morgan position peaked at $1.15M in Q1 2026.
1,834 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.