Crewe Advisors’s Kinder Morgan KMI Stock Holding History

Crewe Advisors’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	$13.3K	Buy	396 +328	+482%	+$10.3K	﹤0.01%	589
2025 Q4	$1.87K	Buy	68 +22	+48%	+$594	﹤0.01%	890
2025 Q3	$1.3K	Buy	+46	New	+$1.26K	﹤0.01%	889
2024 Q4	–	Sell	-601	Closed	-$13.3K	–	734
2024 Q3	$13.3K	Buy	601 +4	+0.7%	+$84	﹤0.01%	451
2024 Q2	$11.9K	Hold	597	–	–	﹤0.01%	654
2024 Q1	$10.9K	Buy	+597	New	+$10.4K	﹤0.01%	605
2023 Q4	–	Sell	-53	Closed	-$879	–	576
2023 Q3	$879	Sell	53 -27	-34%	-$465	﹤0.01%	369
2023 Q2	$1.38K	Sell	80 -504	-86%	-$8.56K	﹤0.01%	557
2023 Q1	$10.2K	Sell	584 -57	-9%	-$1.01K	﹤0.01%	545
2022 Q4	$11.6K	Sell	641 -499	-44%	-$8.97K	﹤0.01%	530
2022 Q3	$19K	Buy	1,140 +652	+134%	+$11.6K	﹤0.01%	475
2022 Q2	$8K	Buy	+488	New	+$9.14K	﹤0.01%	662

Other funds holding KMI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $1.47T 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 $761B AUM 31.28% 1-Year Est. Return