Advus Financial Partners, LLC’s Kinder Morgan KMI Stock Holding History

Advus Financial Partners, LLC’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	$450K	Hold	14,077	–	–	0.1%	145
2026 Q1	$472K	Buy	14,077 +1,302	+10%	+$40.7K	0.12%	128
2025 Q4	$351K	Sell	12,775 -246	-2%	-$6.65K	0.09%	167
2025 Q3	$369K	Sell	13,021 -101	-0.8%	-$2.77K	0.09%	165
2025 Q2	$386K	Buy	13,122 +134	+1%	+$3.68K	0.1%	148
2025 Q1	$371K	Buy	12,988 +2,015	+18%	+$55.8K	0.1%	143
2024 Q4	$301K	Buy	10,973 +1,106	+11%	+$28.8K	0.08%	163
2024 Q3	$218K	Buy	+9,867	New	+$208K	0.06%	209
2023 Q4	–	Sell	-10,947	Closed	-$182K	–	186
2023 Q3	$182K	Buy	+10,947	New	+$189K	0.07%	151

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

Advus Financial Partners, LLC's KMI Position: Q2 2026 in Review

Advus Financial Partners, LLC held its Kinder Morgan (KMI) position steady in Q2 2026 at 14,077 shares worth $450K. The position accounts for 0.1% of the portfolio, ranked #145.

Advus Financial Partners, LLC first reported a position in KMI in Q3 2023 and has held it in 9 quarters since. The position peaked at $472K in Q1 2026. 1,828 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Advus Financial Partners, LLC held 14,077 shares of Kinder Morgan worth $450K as of Q2 2026.
Advus Financial Partners, LLC left its Kinder Morgan share count unchanged in Q2 2026.
Kinder Morgan made up 0.1% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #145 holding.
Advus Financial Partners, LLC first reported a position in Kinder Morgan in Q3 2023 and has held it in 9 quarters since.
Advus Financial Partners, LLC's Kinder Morgan position peaked at $472K in Q1 2026.
1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.