Chung Wu Investment Group’s Kinder Morgan KMI Stock Holding History

Chung Wu 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 Q2	$368K	Sell	11,500 -250	-2%	-$8.06K	0.24%	73
2026 Q1	$394K	Sell	11,750 -300	-2%	-$9.38K	0.34%	53
2025 Q4	$331K	Sell	12,050 -1,800	-13%	-$48.6K	0.27%	67
2025 Q3	$392K	Sell	13,850 -200	-1%	-$5.47K	0.33%	63
2025 Q2	$413K	Hold	14,050	–	–	0.43%	50
2025 Q1	$401K	Hold	14,050	–	–	0.48%	42
2024 Q4	$385K	Buy	+14,050	New	+$366K	0.39%	46

Other funds holding KMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Chung Wu Investment Group's KMI Position: Q2 2026 in Review

Chung Wu Investment Group reduced its Kinder Morgan (KMI) stake by 2.1% in Q2 2026, selling an estimated $8.06K and leaving 11,500 shares worth $368K. The position accounts for 0.24% of the portfolio, ranked #73.

Chung Wu Investment Group first reported a position in KMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $413K in Q2 2025. 1,840 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Chung Wu Investment Group held 11,500 shares of Kinder Morgan worth $368K as of Q2 2026.
Chung Wu Investment Group sold 250 Kinder Morgan shares in Q2 2026, an estimated $8.06K.
Kinder Morgan made up 0.24% of Chung Wu Investment Group's portfolio in Q2 2026, its #73 holding.
Chung Wu Investment Group first reported a position in Kinder Morgan in Q4 2024 and has held it in 7 quarters since.
Chung Wu Investment Group's Kinder Morgan position peaked at $413K in Q2 2025.
1,840 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.