Bright Futures Wealth Management’s Kinder Morgan KMI Stock Holding History

Bright Futures 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
2024 Q4	–	Sell	-13,514	Closed	-$336K	–	180
2024 Q3	$336K	Sell	13,514 -56	-0.4%	-$1.18K	0.16%	154
2024 Q2	$281K	Buy	13,570 +832	+7%	+$15.9K	0.15%	159
2024 Q1	$252K	Buy	+12,738	New	+$222K	0.14%	170

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

Bright Futures Wealth Management's KMI Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Kinder Morgan (KMI) in Q4 2024, closing a stake of 13,514 shares — an estimated $336K sold.

Bright Futures Wealth Management first reported a position in KMI in Q1 2024 and held it in 3 quarters. The position peaked at $336K in Q3 2024. 1,600 funds tracked by Wall St. Rank hold KMI as of Q4 2024.

Bright Futures Wealth Management reported no remaining Kinder Morgan position as of Q4 2024 after selling out during the quarter.
Bright Futures Wealth Management sold 13,514 Kinder Morgan shares in Q4 2024, an estimated $336K.
Bright Futures Wealth Management first reported a position in Kinder Morgan in Q1 2024 and held it in 3 quarters.
Bright Futures Wealth Management's Kinder Morgan position peaked at $336K in Q3 2024.
1,600 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.