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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Chung Wu Investment Group's KMI Position: Q1 2026 in Review

Chung Wu Investment Group reduced its Kinder Morgan (KMI) stake by 2.5% in Q1 2026, selling an estimated $9.38K and leaving 11,750 shares worth $394K. The position accounts for 0.34% of the portfolio, ranked #53.

Chung Wu Investment Group first reported a position in KMI in Q4 2024 and has held it in 6 quarters since. The position peaked at $413K in Q2 2025. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Chung Wu Investment Group held 11,750 shares of Kinder Morgan worth $394K as of Q1 2026.
  • Chung Wu Investment Group sold 300 Kinder Morgan shares in Q1 2026, an estimated $9.38K.
  • Kinder Morgan made up 0.34% of Chung Wu Investment Group's portfolio in Q1 2026, its #53 holding.
  • Chung Wu Investment Group first reported a position in Kinder Morgan in Q4 2024 and has held it in 6 quarters since.
  • Chung Wu Investment Group's Kinder Morgan position peaked at $413K in Q2 2025.
  • 1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.