Claro Advisors’s Kinder Morgan KMI Stock Holding History

Claro Advisors’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
2025 Q2	–	Sell	-7,872	Closed	-$225K	–	447
2025 Q1	$225K	Sell	7,872 -272	-3%	-$7.53K	0.03%	448
2024 Q4	$223K	Buy	+8,144	New	+$212K	0.03%	434
2019 Q1	–	Sell	-6,578	Closed	-$117K	–	583
2018 Q4	$117K	Buy	+6,578	New	+$111K	0.09%	202

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Claro Advisors's KMI Position: Q2 2025 in Review

Claro Advisors sold out of Kinder Morgan (KMI) in Q2 2025, closing a stake of 7,872 shares — an estimated $225K sold.

Claro Advisors first reported a position in KMI in Q4 2018 and held it in 3 quarters. The position peaked at $225K in Q1 2025. 1,668 funds tracked by Wall St. Rank hold KMI as of Q2 2025.

Claro Advisors reported no remaining Kinder Morgan position as of Q2 2025 after selling out during the quarter.
Claro Advisors sold 7,872 Kinder Morgan shares in Q2 2025, an estimated $225K.
Claro Advisors first reported a position in Kinder Morgan in Q4 2018 and held it in 3 quarters.
Claro Advisors's Kinder Morgan position peaked at $225K in Q1 2025.
1,668 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.