WA
KMI icon

Waverly Advisors’s Kinder Morgan KMI Stock Holding History

Waverly Advisors’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 		$5.97M Buy
178,155
+27,234
+18% +$851K 0.04% 366
2025
Q4 		$4.15M Sell
150,921
-6,700
-4% -$181K 0.03% 409
2025
Q3 		$4.46M Buy
157,621
+20,921
+15% +$573K 0.04% 337
2025
Q2 		$4.02M Buy
136,700
+10,399
+8% +$285K 0.04% 344
2025
Q1 		$3.6M Buy
126,301
+5,980
+5% +$166K 0.04% 350
2024
Q4 		$3.3M Buy
120,321
+36,548
+44% +$953K 0.05% 283
2024
Q3 		$1.85M Buy
83,773
+12,609
+18% +$266K 0.03% 342
2024
Q2 		$1.41M Buy
71,164
+2,192
+3% +$41.8K 0.03% 376
2024
Q1 		$1.26M Buy
+68,972
New +$1.2M 0.03% 328
2018
Q1 		– Sell
-2,000
Closed -$36K – 281
2017
Q4 		$36K Buy
+2,000
New +$35.9K 0.01% 273
2015
Q4 		– Sell
-2,075
Closed -$57K – 274
2015
Q3 		$57K Sell
2,075
-42
-2% -$1.39K 0.04% 118
2015
Q2 		$81K Buy
2,117
+41
+2% +$1.71K 0.05% 86
2015
Q1 		$87K Buy
2,076
+1,532
+282% +$63.4K 0.04% 74
2014
Q4 		$23K Sell
544
-1,083
-67% -$42.7K 0.01% 202
2014
Q3 		$62K Hold
1,627
– – 0.03% 196
2014
Q2 		$59K Buy
1,627
+1,228
+308% +$41.5K 0.02% 215
2014
Q1 		$13K Sell
399
-275
-41% -$9.21K 0.01% 381
2013
Q4 		$24K Buy
674
+86
+15% +$3.01K 0.01% 431
2013
Q3 		$21K Buy
+588
New +$22.1K 0.01% 349

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

Waverly Advisors's KMI Position: Q1 2026 in Review

Waverly Advisors increased its Kinder Morgan (KMI) stake by 18% in Q1 2026, buying an estimated $851K and bringing the position to 178,155 shares worth $5.97M. The position accounts for 0.04% of the portfolio, ranked #366.

Waverly Advisors first reported a position in KMI in Q3 2013 and has held it in 19 quarters since. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Waverly Advisors held 178,155 shares of Kinder Morgan worth $5.97M as of Q1 2026.
  • Waverly Advisors bought 27,234 Kinder Morgan shares in Q1 2026, an estimated $851K.
  • Kinder Morgan made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #366 holding.
  • Waverly Advisors first reported a position in Kinder Morgan in Q3 2013 and has held it in 19 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.