Copley Financial Group’s Kinder Morgan KMI Stock Holding History

Copley 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
2026 Q1	$472K	Sell	14,081 -1,341	-9%	-$41.9K	0.28%	55
2025 Q4	$424K	Buy	15,422 +395	+3%	+$10.7K	0.26%	64
2025 Q3	$425K	Buy	+15,027	New	+$411K	0.29%	61
2024 Q4	–	Sell	-221	Closed	-$4.88K	–	156
2024 Q3	$4.88K	Buy	+221	New	+$4.66K	﹤0.01%	157

Other funds holding KMI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Copley Financial Group's KMI Position: Q1 2026 in Review

Copley Financial Group reduced its Kinder Morgan (KMI) stake by 8.7% in Q1 2026, selling an estimated $41.9K and leaving 14,081 shares worth $472K. The position accounts for 0.28% of the portfolio, ranked #55.

Copley Financial Group first reported a position in KMI in Q3 2024 and has held it in 4 quarters since. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Copley Financial Group held 14,081 shares of Kinder Morgan worth $472K as of Q1 2026.
Copley Financial Group sold 1,341 Kinder Morgan shares in Q1 2026, an estimated $41.9K.
Kinder Morgan made up 0.28% of Copley Financial Group's portfolio in Q1 2026, its #55 holding.
Copley Financial Group first reported a position in Kinder Morgan in Q3 2024 and has held it in 4 quarters since.
1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.