Carnegie Lake Advisors’s Kinder Morgan KMI Stock Holding History

Carnegie Lake Advisors’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
2026 Q1	–	Sell	-59,710	Closed	-$1.64M	–	170
2025 Q4	$1.64M	Sell	59,710 -200	-0.3%	-$5.4K	0.63%	39
2025 Q3	$1.7M	Sell	59,910 -200	-0.3%	-$5.47K	0.65%	40
2025 Q2	$1.77M	Sell	60,110 -2,592	-4%	-$71.1K	0.7%	38
2025 Q1	$1.79M	Sell	62,702 -768	-1%	-$21.3K	0.73%	40
2024 Q4	$1.74M	Sell	63,470 -613	-1%	-$16K	0.7%	41
2024 Q3	$1.42M	Buy	+64,083	New	+$1.35M	0.56%	46

Other funds holding KMI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carnegie Lake Advisors's KMI Position: Q1 2026 in Review

Carnegie Lake Advisors sold out of Kinder Morgan (KMI) in Q1 2026, closing a stake of 59,710 shares — an estimated $1.64M sold.

Carnegie Lake Advisors first reported a position in KMI in Q3 2024 and held it in 6 quarters. The position peaked at $1.79M in Q1 2025. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Carnegie Lake Advisors reported no remaining Kinder Morgan position as of Q1 2026 after selling out during the quarter.
Carnegie Lake Advisors sold 59,710 Kinder Morgan shares in Q1 2026, an estimated $1.64M.
Carnegie Lake Advisors first reported a position in Kinder Morgan in Q3 2024 and held it in 6 quarters.
Carnegie Lake Advisors's Kinder Morgan position peaked at $1.79M in Q1 2025.
1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Carnegie Lake Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.