CFGS
KMI icon

Concourse Financial Group Securities’s Kinder Morgan KMI Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-36,101
Closed -$1.11M – 1156
2024
Q4 		$1.11M Buy
36,101
+1,627
+5% +$42.4K 0.06% 298
2024
Q3 		$762K Sell
34,474
-1,206
-3% -$25.4K 0.05% 370
2024
Q2 		$709K Sell
35,680
-547
-2% -$10.4K 0.04% 366
2024
Q1 		$664K Sell
36,227
-175
-0.5% -$3.06K 0.04% 389
2023
Q4 		$642K Buy
36,402
+1,262
+4% +$21.5K 0.05% 380
2023
Q3 		$583K Buy
35,140
+6,141
+21% +$106K 0.05% 383
2023
Q2 		$499K Sell
28,999
-2,637
-8% -$44.8K 0.04% 436
2023
Q1 		$554K Sell
31,636
-1,718
-5% -$30.6K 0.04% 414
2022
Q4 		$603K Buy
33,354
+2,796
+9% +$50.3K 0.05% 373
2022
Q3 		$508K Buy
30,558
+2,955
+11% +$52.5K 0.05% 351
2022
Q2 		$463K Buy
27,603
+3,607
+15% +$67.5K 0.04% 411
2022
Q1 		$454K Buy
23,996
+2,814
+13% +$49.5K 0.03% 442
2021
Q4 		$336K Sell
21,182
-434
-2% -$7.22K 0.02% 577
2021
Q3 		$362K Buy
21,616
+3,643
+20% +$61.9K 0.02% 542
2021
Q2 		$327K Buy
17,973
+1,327
+8% +$23.7K 0.02% 563
2021
Q1 		$277K Buy
16,646
+1,164
+8% +$17.8K 0.02% 577
2020
Q4 		$212K Sell
15,482
-410
-3% -$5.49K 0.02% 616
2020
Q3 		$196K Sell
15,892
-5,325
-25% -$74.2K 0.02% 556
2020
Q2 		$322K Sell
21,217
-254
-1% -$3.86K 0.03% 400
2020
Q1 		$299K Buy
21,471
+10,772
+101% +$205K 0.03% 365
2019
Q4 		$226K Buy
10,699
+3,465
+48% +$70.1K 0.02% 479
2019
Q3 		$149K Sell
7,234
-3,082
-30% -$63.3K 0.04% 347
2019
Q2 		$215K Buy
10,316
+463
+5% +$9.34K 0.02% 456
2019
Q1 		$196K Sell
9,853
-364
-4% -$6.79K 0.02% 479
2018
Q4 		$157K Buy
10,217
+5,668
+125% +$95.9K 0.02% 496
2018
Q3 		$81K Buy
+4,549
New +$81.3K 0.02% 475

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
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

Concourse Financial Group Securities's KMI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Kinder Morgan (KMI) in Q1 2025, closing a stake of 36,101 shares — an estimated $1.11M sold.

Concourse Financial Group Securities first reported a position in KMI in Q3 2018 and held it in 26 quarters. The position peaked at $1.11M in Q4 2024. 1,643 funds tracked by Wall St. Rank hold KMI as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Kinder Morgan position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 36,101 Kinder Morgan shares in Q1 2025, an estimated $1.11M.
  • Concourse Financial Group Securities first reported a position in Kinder Morgan in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Kinder Morgan position peaked at $1.11M in Q4 2024.
  • 1,643 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.