Beach Investment Counsel’s Kinder Morgan KMI Stock Holding History

Beach Investment Counsel’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 Q1	$715K	Sell	25,066 -2,674	-10%	-$74K	0.11%	80
2024 Q4	$760K	Sell	27,740 -3,765	-12%	-$98.2K	0.1%	80
2024 Q3	$696K	Hold	31,505	–	–	0.09%	89
2024 Q2	$626K	Sell	31,505 -18,731	-37%	-$357K	0.08%	92
2024 Q1	$886K	Buy	50,236 +1	+0%	+$17	0.11%	91
2023 Q4	$886K	Sell	50,235 -6,460	-11%	-$110K	0.11%	91
2023 Q3	$940K	Buy	56,695 +2,824	+5%	+$48.7K	0.12%	99
2023 Q2	$928K	Hold	53,871	–	–	0.11%	101
2023 Q1	$943K	Hold	53,871	–	–	0.13%	91
2022 Q4	$974K	Hold	53,871	–	–	0.12%	93
2022 Q3	$896K	Hold	53,871	–	–	0.13%	95
2022 Q2	$903K	Hold	53,871	–	–	0.11%	97
2022 Q1	$1.02M	Buy	+53,871	New	+$948K	0.11%	101
2021 Q4	–	Sell	-53,871	Closed	-$901K	–	151
2021 Q3	$901K	Sell	53,871 -17,178	-24%	-$292K	0.09%	109
2021 Q2	$1.29M	Sell	71,049 -2	-0%	-$36	0.12%	96
2021 Q1	$1.18M	Hold	71,051	–	–	0.11%	95
2020 Q4	$971K	Sell	71,051 -116,558	-62%	-$1.56M	0.09%	95
2020 Q3	$2.31M	Sell	187,609 -40,298	-18%	-$562K	0.27%	70
2020 Q2	$3.46M	Sell	227,907 -22,954	-9%	-$349K	0.46%	57
2020 Q1	$3.49M	Buy	250,861 +462	+0.2%	+$8.79K	0.58%	44
2019 Q4	$5.3M	Buy	250,399 +16,623	+7%	+$336K	0.59%	42
2019 Q3	$4.82M	Hold	233,776	–	–	0.55%	43
2019 Q2	$4.88M	Hold	233,776	–	–	0.56%	46
2019 Q1	$4.68M	Hold	233,776	–	–	0.53%	44
2018 Q4	$4.23M	Buy	233,776 +108,268	+86%	+$1.83M	0.51%	46
2018 Q3	$2.23M	Sell	125,508 -3,114	-2%	-$55.7K	0.22%	76
2018 Q2	$2.27M	Sell	128,622 -5,314	-4%	-$86.9K	0.24%	76
2018 Q1	$2.02M	Sell	133,936 -7,745	-5%	-$134K	0.21%	80
2017 Q4	$2.56M	Buy	141,681 +3,475	+3%	+$62.4K	0.25%	70
2017 Q3	$2.65M	Sell	138,206 -90	-0.1%	-$1.75K	0.28%	64
2017 Q2	$2.65M	Hold	138,296	–	–	0.27%	62
2017 Q1	$3.01M	Buy	138,296 +23,150	+20%	+$506K	0.32%	59
2016 Q4	$2.38M	Sell	115,146 -2,000	-2%	-$42.3K	0.27%	66
2016 Q3	$2.71M	Sell	117,146 -256	-0.2%	-$5.42K	0.31%	55
2016 Q2	$2.2M	Buy	117,402 +5,000	+4%	+$89.1K	0.26%	65
2016 Q1	$2.01M	Sell	112,402 -1,069	-0.9%	-$17.5K	0.23%	71
2015 Q4	$1.69M	Sell	113,471 -53,014	-32%	-$1.26M	0.19%	80
2015 Q3	$4.61M	Sell	166,485 -120,900	-42%	-$4M	0.57%	39
2015 Q2	$11M	Buy	287,385 +3,409	+1%	+$142K	1.09%	24
2015 Q1	$11.9M	Buy	283,976 +1,682	+0.6%	+$69.6K	1.1%	27
2014 Q4	$11.9M	Buy	282,294 +261,331	+1,247%	+$10.3M	0.99%	34
2014 Q3	$804K	Buy	+20,963	New	+$797K	0.08%	115

Other funds holding KMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Norges Bank Oslo, Norway $935B AUM

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Beach Investment Counsel's KMI Position: Q1 2025 in Review

Beach Investment Counsel reduced its Kinder Morgan (KMI) stake by 9.6% in Q1 2025, selling an estimated $74K and leaving 25,066 shares worth $715K. The position accounts for 0.11% of the portfolio, ranked #80.

Beach Investment Counsel first reported a position in KMI in Q3 2014 and has held it in 42 quarters since. The position peaked at $11.9M in Q1 2015. 1,643 funds tracked by Wall St. Rank hold KMI as of Q1 2025.

Beach Investment Counsel held 25,066 shares of Kinder Morgan worth $715K as of Q1 2025.
Beach Investment Counsel sold 2,674 Kinder Morgan shares in Q1 2025, an estimated $74K.
Kinder Morgan made up 0.11% of Beach Investment Counsel's portfolio in Q1 2025, its #80 holding.
Beach Investment Counsel first reported a position in Kinder Morgan in Q3 2014 and has held it in 42 quarters since.
Beach Investment Counsel's Kinder Morgan position peaked at $11.9M in Q1 2015.
1,643 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.