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Cooper Financial Group’s Kinder Morgan KMI Stock Holding History

Cooper Financial 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
2025
Q3 		– Sell
-7,718
Closed -$227K – 401
2025
Q2 		$227K Buy
+7,718
New +$212K 0.03% 343
2023
Q3 		– Sell
-11,312
Closed -$195K – 335
2023
Q2 		$195K Buy
+11,312
New +$192K 0.05% 309
2022
Q4 		– Sell
-12,463
Closed -$207K – 299
2022
Q3 		$207K Buy
12,463
+97
+0.8% +$1.72K 0.07% 242
2022
Q2 		$207K Sell
12,366
-3,752
-23% -$70.3K 0.08% 241
2022
Q1 		$305K Buy
+16,118
New +$284K 0.12% 170

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State Street
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Geode Capital Management
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Bank of America
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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return