Bernard Wealth Management’s Kinder Morgan KMI Stock Holding History

Bernard 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
2025 Q2	–	Sell	-311	Closed	-$8.87K	–	356
2025 Q1	$8.87K	Buy	+311	New	+$8.61K	﹤0.01%	230

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

Norges Bank Oslo, Norway $935B AUM

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

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

Bernard Wealth Management's KMI Position: Q2 2025 in Review

Bernard Wealth Management sold out of Kinder Morgan (KMI) in Q2 2025, closing a stake of 311 shares — an estimated $8.87K sold.

Bernard Wealth Management first reported a position in KMI in Q1 2025 and held it in 1 quarter. The position peaked at $8.87K in Q1 2025. 1,668 funds tracked by Wall St. Rank hold KMI as of Q2 2025.

Bernard Wealth Management reported no remaining Kinder Morgan position as of Q2 2025 after selling out during the quarter.
Bernard Wealth Management sold 311 Kinder Morgan shares in Q2 2025, an estimated $8.87K.
Bernard Wealth Management first reported a position in Kinder Morgan in Q1 2025 and held it in 1 quarter.
Bernard Wealth Management's Kinder Morgan position peaked at $8.87K in Q1 2025.
1,668 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.