BSW
KMI icon

Buckingham Strategic Wealth’s Kinder Morgan KMI Stock Holding History

Buckingham Strategic 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
Q2 		$356K Buy
17,918
+551
+3% +$10.5K ﹤0.01% 551
2024
Q1 		$319K Buy
17,367
+1,290
+8% +$22.5K ﹤0.01% 575
2023
Q4 		$284K Buy
16,077
+306
+2% +$5.21K ﹤0.01% 582
2023
Q3 		$261K Buy
15,771
+2,664
+20% +$45.9K ﹤0.01% 560
2023
Q2 		$226K Buy
+13,107
New +$223K ﹤0.01% 599
2022
Q4 		– Sell
-13,928
Closed -$232K – 643
2022
Q3 		$232K Buy
+13,928
New +$248K ﹤0.01% 519
2020
Q4 		– Sell
-10,874
Closed -$134K – 557
2020
Q3 		$134K Buy
10,874
+573
+6% +$7.99K 0.01% 461
2020
Q2 		$156K Buy
+10,301
New +$157K 0.01% 386
2020
Q1 		– Sell
-12,539
Closed -$265K – 493
2019
Q4 		$265K Buy
+12,539
New +$254K 0.03% 384
2016
Q2 		– Sell
-11,670
Closed -$208K – 257
2016
Q1 		$208K Buy
+11,670
New +$191K 0.07% 211
2015
Q4 		– Sell
-14,532
Closed -$402K – 220
2015
Q3 		$402K Buy
14,532
+2,592
+22% +$85.8K 0.14% 113
2015
Q2 		$458K Sell
11,940
-659
-5% -$27.5K 0.15% 113
2015
Q1 		$530K Buy
12,599
+252
+2% +$10.4K 0.2% 94
2014
Q4 		$522K Buy
+12,347
New +$486K 0.2% 92
2014
Q3 		– Sell
-6,798
Closed -$247K – 189
2014
Q2 		$247K Sell
6,798
-156
-2% -$5.27K 0.11% 139
2014
Q1 		$226K Buy
6,954
+364
+6% +$12.2K 0.1% 131
2013
Q4 		$237K Buy
+6,590
New +$231K 0.11% 129
2013
Q3 		– Sell
-6,399
Closed -$244K – 141
2013
Q2 		$244K Buy
+6,399
New +$248K 0.14% 104

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Buckingham Strategic Wealth's KMI Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Kinder Morgan (KMI) stake by 3.2% in Q2 2024, buying an estimated $10.5K and bringing the position to 17,918 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Buckingham Strategic Wealth first reported a position in KMI in Q2 2013 and has held it in 18 quarters since. The position peaked at $530K in Q1 2015. 1,394 funds tracked by Wall St. Rank hold KMI as of Q2 2024.

  • Buckingham Strategic Wealth held 17,918 shares of Kinder Morgan worth $356K as of Q2 2024.
  • Buckingham Strategic Wealth bought 551 Kinder Morgan shares in Q2 2024, an estimated $10.5K.
  • Kinder Morgan made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #551 holding.
  • Buckingham Strategic Wealth first reported a position in Kinder Morgan in Q2 2013 and has held it in 18 quarters since.
  • Buckingham Strategic Wealth's Kinder Morgan position peaked at $530K in Q1 2015.
  • 1,394 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.