Carson Advisory’s Kinder Morgan KMI Stock Holding History

Carson Advisory’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	-15,901	Closed	-$351K	–	170
2024 Q3	$351K	Buy	15,901 +522	+3%	+$11K	0.22%	116
2024 Q2	$306K	Sell	15,379 -13,662	-47%	-$261K	0.21%	110
2024 Q1	$533K	Sell	29,041 -1,343	-4%	-$23.5K	0.37%	83
2023 Q4	$536K	Sell	30,384 -3,036	-9%	-$51.7K	0.42%	78
2023 Q3	$554K	Sell	33,420 -1,750	-5%	-$30.2K	0.49%	71
2023 Q2	$606K	Sell	35,170 -4,500	-11%	-$76.4K	0.51%	64
2023 Q1	$695K	Buy	+39,670	New	+$706K	0.62%	50

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

Carson Advisory's KMI Position: Q4 2024 in Review

Carson Advisory sold out of Kinder Morgan (KMI) in Q4 2024, closing a stake of 15,901 shares — an estimated $351K sold.

Carson Advisory first reported a position in KMI in Q1 2023 and held it in 7 quarters. The position peaked at $695K in Q1 2023. 1,600 funds tracked by Wall St. Rank hold KMI as of Q4 2024.

Carson Advisory reported no remaining Kinder Morgan position as of Q4 2024 after selling out during the quarter.
Carson Advisory sold 15,901 Kinder Morgan shares in Q4 2024, an estimated $351K.
Carson Advisory first reported a position in Kinder Morgan in Q1 2023 and held it in 7 quarters.
Carson Advisory's Kinder Morgan position peaked at $695K in Q1 2023.
1,600 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2024.

Based on Carson Advisory's 13F filing for Q4 2024, filed 13 Feb 2025.