Beck Capital Management’s Kinder Morgan KMI Stock Holding History

Beck Capital Management’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	-9,250	Closed	-$262K	–	132
2025 Q3	$262K	Sell	9,250 -3,260	-26%	-$89.2K	0.06%	113
2025 Q2	$368K	Sell	12,510 -1,898	-13%	-$52.1K	0.09%	102
2025 Q1	$411K	Sell	14,408 -472	-3%	-$13.1K	0.12%	92
2024 Q4	$408K	Buy	+14,880	New	+$388K	0.11%	93
2019 Q4	–	Sell	-151,706	Closed	-$3.13M	–	112
2019 Q3	$3.13M	Buy	+151,706	New	+$3.11M	1.7%	25
2015 Q3	–	Sell	-8,365	Closed	-$321K	–	129
2015 Q2	$321K	Sell	8,365 -77	-0.9%	-$3.21K	0.17%	107
2015 Q1	$355K	Buy	+8,442	New	+$350K	0.2%	101

Other funds holding KMI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return