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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

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Cooper Financial Group's KMI Position: Q3 2025 in Review

Cooper Financial Group sold out of Kinder Morgan (KMI) in Q3 2025, closing a stake of 7,718 shares — an estimated $227K sold.

Cooper Financial Group first reported a position in KMI in Q1 2022 and held it in 5 quarters. The position peaked at $305K in Q1 2022. 1,681 funds tracked by Wall St. Rank hold KMI as of Q3 2025.

  • Cooper Financial Group reported no remaining Kinder Morgan position as of Q3 2025 after selling out during the quarter.
  • Cooper Financial Group sold 7,718 Kinder Morgan shares in Q3 2025, an estimated $227K.
  • Cooper Financial Group first reported a position in Kinder Morgan in Q1 2022 and held it in 5 quarters.
  • Cooper Financial Group's Kinder Morgan position peaked at $305K in Q1 2022.
  • 1,681 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2025.

Based on Cooper Financial Group's 13F filing for Q3 2025, filed 7 Oct 2025.