Bellwether Advisors’s Kinder Morgan KMI Stock Holding History

Bellwether Advisors’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
2024 Q1	–	Sell	-37,337	Closed	-$659K	–	124
2023 Q4	$659K	Buy	+37,337	New	+$636K	0.16%	77
2023 Q2	–	Sell	-21,506	Closed	-$377K	–	280
2023 Q1	$377K	Buy	+21,506	New	+$383K	0.1%	100
2022 Q2	–	Sell	-62,464	Closed	-$1.18M	–	492
2022 Q1	$1.18M	Buy	+62,464	New	+$1.1M	0.35%	58
2021 Q4	–	Sell	-61,637	Closed	-$1.03M	–	584
2021 Q3	$1.03M	Buy	+61,637	New	+$1.05M	0.34%	63

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bellwether Advisors's KMI Position: Q1 2024 in Review

Bellwether Advisors sold out of Kinder Morgan (KMI) in Q1 2024, closing a stake of 37,337 shares — an estimated $659K sold.

Bellwether Advisors first reported a position in KMI in Q3 2021 and held it in 4 quarters. The position peaked at $1.18M in Q1 2022. 1,369 funds tracked by Wall St. Rank hold KMI as of Q1 2024.

Bellwether Advisors reported no remaining Kinder Morgan position as of Q1 2024 after selling out during the quarter.
Bellwether Advisors sold 37,337 Kinder Morgan shares in Q1 2024, an estimated $659K.
Bellwether Advisors first reported a position in Kinder Morgan in Q3 2021 and held it in 4 quarters.
Bellwether Advisors's Kinder Morgan position peaked at $1.18M in Q1 2022.
1,369 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2024.

Based on Bellwether Advisors's 13F filing for Q1 2024, filed 6 May 2024.