Bison Wealth’s Kinder Morgan KMI Stock Holding History

Bison Wealth’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 Q4	$485K	Sell	17,683 -1,330	-7%	-$34.7K	0.11%	161
2024 Q3	$420K	Sell	19,013 -7,561	-28%	-$159K	0.07%	262
2024 Q2	$487K	Hold	26,574	–	–	0.08%	247
2024 Q1	$487K	Buy	26,574 +391	+1%	+$6.83K	0.08%	247
2023 Q4	$462K	Buy	26,183 +1,371	+6%	+$23.4K	0.08%	246
2023 Q3	$411K	Sell	24,812 -196	-0.8%	-$3.38K	0.08%	249
2023 Q2	$431K	Buy	+25,008	New	+$425K	0.08%	245
2016 Q4	–	Sell	-9,114	Closed	-$211K	–	194
2016 Q3	$211K	Sell	9,114 -1,241	-12%	-$26.3K	0.18%	156
2016 Q2	$193K	Buy	+10,355	New	+$185K	0.12%	181
2015 Q4	–	Sell	-41,819	Closed	-$1.16M	–	245
2015 Q3	$1.16M	Buy	41,819 +687	+2%	+$22.7K	0.76%	30
2015 Q2	$1.56M	Buy	41,132 +3,873	+10%	+$162K	0.91%	26
2015 Q1	$1.57M	Buy	37,259 +8,784	+31%	+$364K	0.95%	24
2014 Q4	$1.21M	Buy	+28,475	New	+$1.12M	0.91%	25

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

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

Bison Wealth's KMI Position: Q4 2024 in Review

Bison Wealth reduced its Kinder Morgan (KMI) stake by 7% in Q4 2024, selling an estimated $34.7K and leaving 17,683 shares worth $485K. The position accounts for 0.11% of the portfolio, ranked #161.

Bison Wealth first reported a position in KMI in Q4 2014 and has held it in 13 quarters since. The position peaked at $1.57M in Q1 2015. 1,601 funds tracked by Wall St. Rank hold KMI as of Q4 2024.

Bison Wealth held 17,683 shares of Kinder Morgan worth $485K as of Q4 2024.
Bison Wealth sold 1,330 Kinder Morgan shares in Q4 2024, an estimated $34.7K.
Kinder Morgan made up 0.11% of Bison Wealth's portfolio in Q4 2024, its #161 holding.
Bison Wealth first reported a position in Kinder Morgan in Q4 2014 and has held it in 13 quarters since.
Bison Wealth's Kinder Morgan position peaked at $1.57M in Q1 2015.
1,601 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.