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Wealthspire Advisors (New York)’s Kinder Morgan KMI Stock Holding History

Wealthspire Advisors (New York)’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 		$457K Sell
13,644
-6,975
-34% -$218K ﹤0.01% 599
2025
Q4 		$567K Buy
20,619
+12,020
+140% +$325K ﹤0.01% 570
2025
Q3 		$243K Buy
8,599
+91
+1% +$2.49K ﹤0.01% 736
2025
Q2 		$250K Sell
8,508
-2,300
-21% -$63.1K ﹤0.01% 719
2025
Q1 		$308K Buy
10,808
+2,602
+32% +$72K ﹤0.01% 635
2024
Q4 		$225K Buy
+8,206
New +$214K ﹤0.01% 718
2023
Q2 		– Sell
-20,147
Closed -$353K – 567
2023
Q1 		$353K Buy
20,147
+5,767
+40% +$103K 0.01% 413
2022
Q4 		$260K Buy
14,380
+3,426
+31% +$61.6K ﹤0.01% 484
2022
Q3 		$182K Sell
10,954
-258
-2% -$4.59K ﹤0.01% 484
2022
Q2 		$188K Sell
11,212
-8,485
-43% -$159K ﹤0.01% 472
2022
Q1 		$372K Sell
19,697
-14,628
-43% -$257K 0.01% 318
2021
Q4 		$544K Buy
34,325
+16,309
+91% +$271K 0.01% 309
2021
Q3 		$301K Buy
18,016
+6,054
+51% +$103K 0.01% 461
2021
Q2 		$218K Sell
11,962
-37,419
-76% -$667K 0.01% 345
2021
Q1 		$822K Buy
49,381
+11,883
+32% +$181K 0.02% 296
2020
Q4 		$513K Buy
37,498
+23,146
+161% +$310K 0.02% 301
2020
Q3 		$177K Buy
14,352
+693
+5% +$9.66K 0.01% 308
2020
Q2 		$207K Sell
13,659
-33,800
-71% -$514K 0.01% 257
2020
Q1 		$661K Buy
+47,459
New +$903K 0.03% 257
2019
Q1 		– Sell
-2,405
Closed -$37K – 452
2018
Q4 		$37K Buy
+2,405
New +$40.7K ﹤0.01% 226

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
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

Wealthspire Advisors (New York)'s KMI Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Kinder Morgan (KMI) stake by 34% in Q1 2026, selling an estimated $218K and leaving 13,644 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Wealthspire Advisors (New York) first reported a position in KMI in Q4 2018 and has held it in 20 quarters since. The position peaked at $822K in Q1 2021. 1,836 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Wealthspire Advisors (New York) held 13,644 shares of Kinder Morgan worth $457K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 6,975 Kinder Morgan shares in Q1 2026, an estimated $218K.
  • Kinder Morgan made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #599 holding.
  • Wealthspire Advisors (New York) first reported a position in Kinder Morgan in Q4 2018 and has held it in 20 quarters since.
  • Wealthspire Advisors (New York)'s Kinder Morgan position peaked at $822K in Q1 2021.
  • 1,836 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.