Bogart Wealth LLC’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$14.4M Buy
430,811
+9,528
+2% +$298K 0.56% 35
2025
Q4
$11.6M Buy
421,283
+4,096
+1% +$111K 0.46% 48
2025
Q3
$11.8M Sell
417,187
-4,893
-1% -$134K 0.48% 48
2025
Q2
$12.4M Buy
422,080
+11,411
+3% +$313K 0.53% 40
2025
Q1
$11.7M Buy
410,669
+405,814
+8,359% +$11.2M 0.55% 41
2024
Q4
$133K Buy
4,855
+366
+8% +$9.54K 0.01% 263
2024
Q3
$99.2K Buy
4,489
+102
+2% +$2.15K ﹤0.01% 311
2024
Q2
$87.2K Buy
4,387
+89
+2% +$1.7K ﹤0.01% 315
2024
Q1
$78.8K Buy
4,298
+145
+3% +$2.53K ﹤0.01% 310
2023
Q4
$73.3K Hold
4,153
﹤0.01% 311
2023
Q3
$68.9K Buy
4,153
+141
+4% +$2.43K ﹤0.01% 292
2023
Q2
$69.1K Hold
4,012
﹤0.01% 290
2023
Q1
$70.3K Sell
4,012
-1
-0% -$18 ﹤0.01% 276
2022
Q4
$72.5K Buy
4,013
+1
+0% +$18 0.01% 258
2022
Q3
$67K Sell
4,012
-628
-14% -$11.2K 0.01% 262
2022
Q2
$78K Sell
4,640
-657
-12% -$12.3K 0.01% 233
2022
Q1
$100K Sell
5,297
-657
-11% -$11.6K 0.01% 212
2021
Q4
$94K Hold
5,954
0.01% 207
2021
Q3
$100K Hold
5,954
0.01% 186
2021
Q2
$109K Buy
5,954
+1,315
+28% +$23.4K 0.01% 173
2021
Q1
$77K Buy
4,639
+4,001
+627% +$61.1K 0.01% 197
2020
Q4
$8K Hold
638
﹤0.01% 348
2020
Q3
$7K Hold
638
﹤0.01% 342
2020
Q2
$10K Hold
638
﹤0.01% 285
2020
Q1
$9K Sell
638
-528
-45% -$10K ﹤0.01% 274
2019
Q4
$25K Hold
1,166
0.01% 221
2019
Q3
$24K Hold
1,166
0.01% 204
2019
Q2
$24K Sell
1,166
-1,431
-55% -$28.9K 0.01% 190
2019
Q1
$51K Hold
2,597
0.02% 139
2018
Q4
$39K Buy
2,597
+1,969
+314% +$33.3K 0.02% 159
2018
Q3
$11K Hold
628
0.01% 224
2018
Q2
$11K Hold
628
0.01% 233
2018
Q1
$10K Hold
628
0.01% 232
2017
Q4
$11K Hold
628
0.01% 225
2017
Q3
$12K Buy
+628
New +$12.2K 0.01% 218

Other funds holding KMI

Bogart Wealth LLC's KMI Position: Q1 2026 in Review

Bogart Wealth LLC increased its Kinder Morgan (KMI) stake by 2.3% in Q1 2026, buying an estimated $298K and bringing the position to 430,811 shares worth $14.4M. The position accounts for 0.56% of the portfolio, ranked #35.

Bogart Wealth LLC first reported a position in KMI in Q3 2017 and has held it in 35 quarters since. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Bogart Wealth LLC held 430,811 shares of Kinder Morgan worth $14.4M as of Q1 2026.
  • Bogart Wealth LLC bought 9,528 Kinder Morgan shares in Q1 2026, an estimated $298K.
  • Kinder Morgan made up 0.56% of Bogart Wealth LLC's portfolio in Q1 2026, its #35 holding.
  • Bogart Wealth LLC first reported a position in Kinder Morgan in Q3 2017 and has held it in 35 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.