Charter Research & Investment Group’s Kinder Morgan KMI Stock Holding History

Charter Research & Investment Group’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	$1.18M	Hold	35,044	–	–	0.78%	37
2025 Q4	$963K	Sell	35,044 -1,642	-4%	-$44.4K	0.64%	39
2025 Q3	$1.04M	Sell	36,686 -2,023	-5%	-$55.4K	0.72%	37
2025 Q2	$1.14M	Sell	38,709 -2,449	-6%	-$67.2K	0.85%	35
2025 Q1	$1.17M	Sell	41,158 -200	-0.5%	-$5.54K	0.9%	34
2024 Q4	$1.13M	Sell	41,358 -541	-1%	-$14.1K	0.86%	31
2024 Q3	$926K	Buy	41,899 +1,000	+2%	+$21.1K	0.68%	37
2024 Q2	$813K	Hold	40,899	–	–	0.64%	39
2024 Q1	$750K	Sell	40,899 -136	-0.3%	-$2.38K	0.59%	41
2023 Q4	$724K	Buy	41,035 +440	+1%	+$7.5K	0.6%	42
2023 Q3	$673K	Sell	40,595 -2,000	-5%	-$34.5K	0.61%	42
2023 Q2	$733K	Buy	42,595 +1,051	+3%	+$17.8K	0.61%	41
2023 Q1	$727K	Hold	41,544	–	–	0.64%	41
2022 Q4	$751K	Sell	41,544 -607	-1%	-$10.9K	0.72%	37
2022 Q3	$701K	Buy	42,151 +1,188	+3%	+$21.1K	0.71%	37
2022 Q2	$687K	Hold	40,963	–	–	0.62%	41
2022 Q1	$775K	Sell	40,963 -275	-0.7%	-$4.84K	0.63%	41
2021 Q4	$654K	Hold	41,238	–	–	0.51%	46
2021 Q3	$690K	Buy	41,238 +7,684	+23%	+$131K	0.57%	41
2021 Q2	$612K	Sell	33,554 -412	-1%	-$7.34K	0.51%	47
2021 Q1	$566K	Buy	33,966 +1,300	+4%	+$19.9K	0.49%	48
2020 Q4	$447K	Buy	32,666 +681	+2%	+$9.12K	0.43%	52
2020 Q3	$394K	Sell	31,985 -3,416	-10%	-$47.6K	0.43%	53
2020 Q2	$537K	Hold	35,401	–	–	0.62%	40
2020 Q1	$493K	Buy	35,401 +1,711	+5%	+$32.6K	0.65%	41
2019 Q4	$713K	Buy	33,690 +274	+0.8%	+$5.55K	0.72%	41
2019 Q3	$689K	Buy	33,416 +7,040	+27%	+$145K	0.75%	42
2019 Q2	$551K	Buy	26,376 +537	+2%	+$10.8K	0.61%	44
2019 Q1	$517K	Sell	25,839 -880	-3%	-$16.4K	0.57%	47
2018 Q4	$411K	Sell	26,719 -345	-1%	-$5.84K	0.52%	51
2018 Q3	$480K	Buy	27,064 +3	+0%	+$54	0.52%	47
2018 Q2	$478K	Sell	27,061 -475	-2%	-$7.77K	0.55%	47
2018 Q1	$415K	Hold	27,536	–	–	0.5%	48
2017 Q4	$498K	Buy	+27,536	New	+$494K	0.56%	44
2016 Q3	$592K	Sell	25,588 -3,349	-12%	-$71K	0.69%	40
2016 Q2	$542K	Sell	28,937 -252	-0.9%	-$4.49K	0.62%	41
2016 Q1	$521K	Sell	29,189 -1,744	-6%	-$28.5K	0.6%	43
2015 Q4	$462K	Sell	30,933 -11,386	-27%	-$271K	0.54%	45
2015 Q3	$1.17M	Sell	42,319 -12,084	-22%	-$400K	1.55%	25
2015 Q2	$2.09M	Buy	54,403 +392	+0.7%	+$16.4K	2.32%	19
2015 Q1	$2.27M	Buy	54,011 +681	+1%	+$28.2K	2.51%	14
2014 Q4	$2.26M	Buy	+53,330	New	+$2.1M	2.47%	16

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 Research & Investment Group's KMI Position: Q1 2026 in Review

Charter Research & Investment Group held its Kinder Morgan (KMI) position steady in Q1 2026 at 35,044 shares worth $1.18M. The position accounts for 0.78% of the portfolio, ranked #37.

Charter Research & Investment Group first reported a position in KMI in Q4 2014 and has held it in 42 quarters since. The position peaked at $2.27M in Q1 2015. 1,831 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Charter Research & Investment Group held 35,044 shares of Kinder Morgan worth $1.18M as of Q1 2026.
Charter Research & Investment Group left its Kinder Morgan share count unchanged in Q1 2026.
Kinder Morgan made up 0.78% of Charter Research & Investment Group's portfolio in Q1 2026, its #37 holding.
Charter Research & Investment Group first reported a position in Kinder Morgan in Q4 2014 and has held it in 42 quarters since.
Charter Research & Investment Group's Kinder Morgan position peaked at $2.27M in Q1 2015.
1,831 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.