Charter Oak Capital Management’s Kinder Morgan KMI Stock Holding History

Charter Oak Capital 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
2026 Q1	$235K	Buy	+7,020	New	+$219K	0.02%	185
2025 Q4	–	Sell	-7,086	Closed	-$201K	–	212
2025 Q3	$201K	Buy	7,086 +2	+0%	+$55	0.02%	202
2025 Q2	$208K	Sell	7,084 -537	-7%	-$14.7K	0.02%	190
2025 Q1	$217K	Buy	+7,621	New	+$211K	0.02%	186
2022 Q3	–	Sell	-7,575	Closed	-$127K	–	538
2022 Q2	$127K	Buy	7,575 +184	+2%	+$3.44K	0.02%	218
2022 Q1	$140K	Sell	7,391 -479	-6%	-$8.43K	0.02%	213
2021 Q4	$125K	Buy	7,870 +1,471	+23%	+$24.5K	0.01%	228
2021 Q3	$107K	Sell	6,399 -52	-0.8%	-$883	0.01%	232
2021 Q2	$118K	Buy	6,451 +18	+0.3%	+$321	0.02%	223
2021 Q1	$107K	Buy	6,433 +146	+2%	+$2.23K	0.02%	230
2020 Q4	$86K	Buy	+6,287	New	+$84.2K	0.01%	237

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

Charter Oak Capital Management's KMI Position: Q1 2026 in Review

Charter Oak Capital Management opened a new position in Kinder Morgan (KMI) in Q1 2026: 7,020 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #185 among its holdings. This is a return to the name: Charter Oak Capital Management previously reported a position in KMI as recently as Q3 2025.

Charter Oak Capital Management first reported a position in KMI in Q4 2020 and has held it in 11 quarters since. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Charter Oak Capital Management held 7,020 shares of Kinder Morgan worth $235K as of Q1 2026.
Kinder Morgan was a new Charter Oak Capital Management position in Q1 2026.
Kinder Morgan made up 0.02% of Charter Oak Capital Management's portfolio in Q1 2026, its #185 holding.
Charter Oak Capital Management first reported a position in Kinder Morgan in Q4 2020 and has held it in 11 quarters since.
1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.