USAdvisors Wealth Management’s Kinder Morgan KMI Stock Holding History

USAdvisors Wealth Management’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
2025 Q4	–	Sell	-7,152	Closed	-$202K	–	139
2025 Q3	$202K	Buy	7,152 +304	+4%	+$8.32K	0.07%	129
2025 Q2	$201K	Sell	6,848 -850	-11%	-$23.3K	0.07%	128
2025 Q1	$219K	Sell	7,698 -553	-7%	-$15.3K	0.08%	124
2024 Q4	$226K	Buy	+8,251	New	+$215K	0.07%	122
2024 Q3	–	Sell	-10,262	Closed	-$203K	–	132
2024 Q2	$203K	Buy	+10,262	New	+$196K	0.07%	116

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

USAdvisors Wealth Management's KMI Position: Q4 2025 in Review

USAdvisors Wealth Management sold out of Kinder Morgan (KMI) in Q4 2025, closing a stake of 7,152 shares — an estimated $202K sold.

USAdvisors Wealth Management first reported a position in KMI in Q2 2024 and held it in 5 quarters. The position peaked at $226K in Q4 2024. 1,730 funds tracked by Wall St. Rank hold KMI as of Q4 2025.

USAdvisors Wealth Management reported no remaining Kinder Morgan position as of Q4 2025 after selling out during the quarter.
USAdvisors Wealth Management sold 7,152 Kinder Morgan shares in Q4 2025, an estimated $202K.
USAdvisors Wealth Management first reported a position in Kinder Morgan in Q2 2024 and held it in 5 quarters.
USAdvisors Wealth Management's Kinder Morgan position peaked at $226K in Q4 2024.
1,730 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2025.

Based on USAdvisors Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.