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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
Q2 		$6.46M Buy
202,088
+23,933
+13% +$771K 0.04% 380
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 $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

Waverly Advisors's KMI Position: Q2 2026 in Review

Waverly Advisors increased its Kinder Morgan (KMI) stake by 13% in Q2 2026, buying an estimated $771K and bringing the position to 202,088 shares worth $6.46M. The position accounts for 0.04% of the portfolio, ranked #380.

Waverly Advisors first reported a position in KMI in Q3 2013 and has held it in 20 quarters since. 1,834 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Waverly Advisors held 202,088 shares of Kinder Morgan worth $6.46M as of Q2 2026.
  • Waverly Advisors bought 23,933 Kinder Morgan shares in Q2 2026, an estimated $771K.
  • Kinder Morgan made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #380 holding.
  • Waverly Advisors first reported a position in Kinder Morgan in Q3 2013 and has held it in 20 quarters since.
  • 1,834 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.