Bank Julius Baer & Co’s Kinder Morgan KMI Stock Holding History

Bank Julius Baer & Co’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
2025 Q4	–	Sell	-1,501	Closed	-$42.5K	–	681
2025 Q3	$42.5K	Buy	+1,501	New	+$41.1K	﹤0.01%	602
2024 Q3	–	Sell	-3,884	Closed	-$85.9K	–	531
2024 Q2	$85.9K	Sell	3,884 -439	-10%	-$8.37K	﹤0.01%	399
2024 Q1	$79.3K	Hold	4,323	–	–	﹤0.01%	447
2023 Q4	$76.3K	Sell	4,323 -53	-1%	-$903	﹤0.01%	457
2023 Q3	$73K	Sell	4,376 -8,581	-66%	-$148K	﹤0.01%	440
2023 Q2	$223K	Sell	12,957 -2,241	-15%	-$38.1K	﹤0.01%	398
2023 Q1	$266K	Buy	15,198 +1,998	+15%	+$35.5K	﹤0.01%	407
2022 Q4	$239K	Buy	13,200 +208	+2%	+$3.74K	﹤0.01%	403
2022 Q3	$216K	Buy	+12,992	New	+$231K	﹤0.01%	396
2022 Q1	–	Sell	-604	Closed	-$10K	–	706
2021 Q4	$10K	Buy	604 +21	+4%	+$349	﹤0.01%	785
2021 Q3	$10K	Buy	583 +34	+6%	+$578	﹤0.01%	777
2021 Q2	$10K	Buy	+549	New	+$9.79K	﹤0.01%	783

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Bank Julius Baer & Co's KMI Position: Q4 2025 in Review

Bank Julius Baer & Co sold out of Kinder Morgan (KMI) in Q4 2025, closing a stake of 1,501 shares — an estimated $42.5K sold.

Bank Julius Baer & Co first reported a position in KMI in Q2 2021 and held it in 12 quarters. The position peaked at $266K in Q1 2023. 1,734 funds tracked by Wall St. Rank hold KMI as of Q4 2025.

Bank Julius Baer & Co reported no remaining Kinder Morgan position as of Q4 2025 after selling out during the quarter.
Bank Julius Baer & Co sold 1,501 Kinder Morgan shares in Q4 2025, an estimated $42.5K.
Bank Julius Baer & Co first reported a position in Kinder Morgan in Q2 2021 and held it in 12 quarters.
Bank Julius Baer & Co's Kinder Morgan position peaked at $266K in Q1 2023.
1,734 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2025.

Based on Bank Julius Baer & Co's 13F filing for Q4 2025, filed 5 Feb 2026.