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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
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
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

Univest Financial's KMI Position: Q1 2026 in Review

Univest Financial reduced its Kinder Morgan (KMI) stake by 2.2% in Q1 2026, selling an estimated $24.2K and leaving 34,393 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #148.

Univest Financial first reported a position in KMI in Q1 2016 and has held it in 19 quarters since. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Univest Financial held 34,393 shares of Kinder Morgan worth $1.15M as of Q1 2026.
  • Univest Financial sold 775 Kinder Morgan shares in Q1 2026, an estimated $24.2K.
  • Kinder Morgan made up 0.06% of Univest Financial's portfolio in Q1 2026, its #148 holding.
  • Univest Financial first reported a position in Kinder Morgan in Q1 2016 and has held it in 19 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.