Wealthspan Partners’s Kinder Morgan KMI Stock Holding History

Wealthspan Partners’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	–	Sell	-7,517	Closed	-$252K	–	131
2026 Q1	$252K	Buy	7,517 +5	+0.1%	+$156	0.09%	108
2025 Q4	$207K	Sell	7,512 -132	-2%	-$3.57K	0.08%	119
2025 Q3	$216K	Buy	7,644 +2	+0%	+$55	0.08%	117
2025 Q2	$225K	Sell	7,642 -87	-1%	-$2.39K	0.09%	109
2025 Q1	$220K	Sell	7,729 -196	-2%	-$5.43K	0.1%	103
2024 Q4	$217K	Buy	+7,925	New	+$207K	0.1%	101

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

Wealthspan Partners's KMI Position: Q2 2026 in Review

Wealthspan Partners sold out of Kinder Morgan (KMI) in Q2 2026, closing a stake of 7,517 shares — an estimated $252K sold.

Wealthspan Partners first reported a position in KMI in Q4 2024 and held it in 6 quarters. The position peaked at $252K in Q1 2026. 1,834 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Wealthspan Partners reported no remaining Kinder Morgan position as of Q2 2026 after selling out during the quarter.
Wealthspan Partners sold 7,517 Kinder Morgan shares in Q2 2026, an estimated $252K.
Wealthspan Partners first reported a position in Kinder Morgan in Q4 2024 and held it in 6 quarters.
Wealthspan Partners's Kinder Morgan position peaked at $252K in Q1 2026.
1,834 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.