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Capital Asset Advisory Services’s Kinder Morgan KMI Stock Holding History

Capital Asset Advisory Services’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
-10,958
Closed -$317K – 291
2025
Q1 		$317K Sell
10,958
-1,318
-11% -$36.5K 0.02% 217
2024
Q4 		$347K Sell
12,276
-67
-0.5% -$1.75K 0.02% 231
2024
Q3 		$288K Buy
12,343
+92
+0.8% +$1.94K 0.01% 254
2024
Q2 		$245K Sell
12,251
-328
-3% -$6.25K 0.01% 276
2024
Q1 		$232K Sell
12,579
-4,264
-25% -$74.5K 0.01% 286
2023
Q4 		$297K Sell
16,843
-2,647
-14% -$45.1K 0.02% 240
2023
Q3 		$328K Sell
19,490
-1,957
-9% -$33.7K 0.02% 231
2023
Q2 		$369K Sell
21,447
-864
-4% -$14.7K 0.03% 226
2023
Q1 		$391K Sell
22,311
-1,861
-8% -$33.1K 0.03% 226
2022
Q4 		$456K Sell
24,172
-3,463
-13% -$62.3K 0.04% 219
2022
Q3 		$460K Sell
27,635
-8,152
-23% -$145K 0.06% 183
2022
Q2 		$600K Buy
35,787
+545
+2% +$10.2K 0.07% 204
2022
Q1 		$666K Sell
35,242
-4,354
-11% -$76.6K 0.07% 208
2021
Q4 		$628K Buy
39,596
+3,862
+11% +$64.3K 0.07% 216
2021
Q3 		$598K Buy
35,734
+394
+1% +$6.69K 0.07% 223
2021
Q2 		$644K Buy
35,340
+7,805
+28% +$139K 0.07% 203
2021
Q1 		$458K Buy
27,535
+2,184
+9% +$33.4K 0.07% 268
2020
Q4 		$347K Buy
25,351
+5,064
+25% +$67.8K 0.06% 258
2020
Q3 		$250K Sell
20,287
-7,144
-26% -$99.6K 0.05% 269
2020
Q2 		$403K Buy
27,431
+796
+3% +$12.1K 0.09% 207
2020
Q1 		$399K Buy
26,635
+11,137
+72% +$212K 0.11% 162
2019
Q4 		$336K Buy
+15,498
New +$314K 0.08% 247

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
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

Capital Asset Advisory Services's KMI Position: Q2 2025 in Review

Capital Asset Advisory Services sold out of Kinder Morgan (KMI) in Q2 2025, closing a stake of 10,958 shares — an estimated $317K sold.

Capital Asset Advisory Services first reported a position in KMI in Q4 2019 and held it in 22 quarters. The position peaked at $666K in Q1 2022. 1,668 funds tracked by Wall St. Rank hold KMI as of Q2 2025.

  • Capital Asset Advisory Services reported no remaining Kinder Morgan position as of Q2 2025 after selling out during the quarter.
  • Capital Asset Advisory Services sold 10,958 Kinder Morgan shares in Q2 2025, an estimated $317K.
  • Capital Asset Advisory Services first reported a position in Kinder Morgan in Q4 2019 and held it in 22 quarters.
  • Capital Asset Advisory Services's Kinder Morgan position peaked at $666K in Q1 2022.
  • 1,668 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2025.

Based on Capital Asset Advisory Services's 13F filing for Q2 2025, filed 7 Jul 2025.