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BerganKDV Wealth Management’s Kinder Morgan KMI Stock Holding History

BerganKDV Wealth 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
2023
Q2 		$431 Sell
25
-74
-75% -$1.26K ﹤0.01% 824
2023
Q1 		$1.73K Hold
99
– – ﹤0.01% 846
2022
Q4 		$1.79K Buy
99
+63
+175% +$1.13K ﹤0.01% 816
2022
Q3 		$1K Sell
36
-1,492
-98% -$26.5K ﹤0.01% 902
2022
Q2 		$26K Sell
1,528
-51
-3% -$955 ﹤0.01% 466
2022
Q1 		$30K Sell
1,579
-3,729
-70% -$65.6K ﹤0.01% 463
2021
Q4 		$84K Buy
5,308
+3,656
+221% +$60.8K 0.01% 353
2021
Q3 		$28K Hold
1,652
– – ﹤0.01% 476
2021
Q2 		$30K Buy
1,652
+1,487
+901% +$26.5K ﹤0.01% 461
2021
Q1 		$3K Sell
165
-11
-6% -$168 ﹤0.01% 738
2020
Q4 		$2K Buy
176
+62
+54% +$830 ﹤0.01% 783
2020
Q3 		$1K Sell
114
-473
-81% -$6.59K ﹤0.01% 827
2020
Q2 		$9K Buy
587
+521
+789% +$7.92K ﹤0.01% 555
2020
Q1 		$1K Hold
66
– – ﹤0.01% 840
2019
Q4 		$1K Sell
66
-284
-81% -$5.75K ﹤0.01% 865
2019
Q3 		$7K Sell
350
-1,140
-77% -$23.4K ﹤0.01% 531
2019
Q2 		$31K Hold
1,490
– – 0.01% 376
2019
Q1 		$30K Buy
1,490
+500
+51% +$9.33K 0.01% 390
2018
Q4 		$15K Buy
990
+640
+183% +$10.8K ﹤0.01% 422
2018
Q3 		$6K Sell
350
-219
-38% -$3.92K ﹤0.01% 532
2018
Q2 		$10K Buy
+569
New +$9.31K ﹤0.01% 505

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BerganKDV Wealth Management's KMI Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Kinder Morgan (KMI) stake by 75% in Q2 2023, selling an estimated $1.26K and leaving 25 shares worth $431. The position accounts for ﹤0.01% of the portfolio, ranked #824.

BerganKDV Wealth Management first reported a position in KMI in Q2 2018 and has held it in 21 quarters since. The position peaked at $84K in Q4 2021. 1,308 funds tracked by Wall St. Rank hold KMI as of Q2 2023.

  • BerganKDV Wealth Management held 25 shares of Kinder Morgan worth $431 as of Q2 2023.
  • BerganKDV Wealth Management sold 74 Kinder Morgan shares in Q2 2023, an estimated $1.26K.
  • Kinder Morgan made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #824 holding.
  • BerganKDV Wealth Management first reported a position in Kinder Morgan in Q2 2018 and has held it in 21 quarters since.
  • BerganKDV Wealth Management's Kinder Morgan position peaked at $84K in Q4 2021.
  • 1,308 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.