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Copperwynd Financial’s Kinder Morgan KMI Stock Holding History

Copperwynd Financial’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 		$220K Sell
7,496
-130
-2% -$3.57K 0.06% 146
2025
Q1 		$218K Sell
7,626
-3,867
-34% -$107K 0.06% 137
2024
Q4 		$315K Sell
11,493
-5,937
-34% -$155K 0.09% 109
2024
Q3 		$385K Buy
17,430
+2
+0% +$42 0.12% 106
2024
Q2 		$368K Buy
+17,428
New +$332K 0.12% 107

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
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

Copperwynd Financial's KMI Position: Q2 2025 in Review

Copperwynd Financial reduced its Kinder Morgan (KMI) stake by 1.7% in Q2 2025, selling an estimated $3.57K and leaving 7,496 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #146.

Copperwynd Financial first reported a position in KMI in Q2 2024 and has held it in 5 quarters since. The position peaked at $385K in Q3 2024. 1,669 funds tracked by Wall St. Rank hold KMI as of Q2 2025.

  • Copperwynd Financial held 7,496 shares of Kinder Morgan worth $220K as of Q2 2025.
  • Copperwynd Financial sold 130 Kinder Morgan shares in Q2 2025, an estimated $3.57K.
  • Kinder Morgan made up 0.06% of Copperwynd Financial's portfolio in Q2 2025, its #146 holding.
  • Copperwynd Financial first reported a position in Kinder Morgan in Q2 2024 and has held it in 5 quarters since.
  • Copperwynd Financial's Kinder Morgan position peaked at $385K in Q3 2024.
  • 1,669 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.