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Detalus Advisors’s Kinder Morgan KMI Stock Holding History

Detalus 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
2024
Q2 		– Sell
-27,680
Closed -$508K – 154
2024
Q1 		$508K Sell
27,680
-6,032
-18% -$105K 0.18% 78
2023
Q4 		$595K Buy
33,712
+12
+0% +$205 0.24% 66
2023
Q3 		$559K Buy
33,700
+95
+0.3% +$1.64K 0.26% 68
2023
Q2 		$579K Buy
33,605
+98
+0.3% +$1.66K 0.26% 67
2023
Q1 		$587K Buy
33,507
+86
+0.3% +$1.53K 0.28% 65
2022
Q4 		$604K Buy
33,421
+9,791
+41% +$176K 0.29% 68
2022
Q3 		$393K Hold
23,630
– – 0.24% 81
2022
Q2 		$396K Buy
+23,630
New +$442K 0.23% 73
2021
Q4 		– Sell
-28,036
Closed -$469K – 133
2021
Q3 		$469K Buy
+28,036
New +$476K 0.24% 67

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Detalus Advisors's KMI Position: Q2 2024 in Review

Detalus Advisors sold out of Kinder Morgan (KMI) in Q2 2024, closing a stake of 27,680 shares — an estimated $508K sold.

Detalus Advisors first reported a position in KMI in Q3 2021 and held it in 9 quarters. The position peaked at $604K in Q4 2022. 1,391 funds tracked by Wall St. Rank hold KMI as of Q2 2024.

  • Detalus Advisors reported no remaining Kinder Morgan position as of Q2 2024 after selling out during the quarter.
  • Detalus Advisors sold 27,680 Kinder Morgan shares in Q2 2024, an estimated $508K.
  • Detalus Advisors first reported a position in Kinder Morgan in Q3 2021 and held it in 9 quarters.
  • Detalus Advisors's Kinder Morgan position peaked at $604K in Q4 2022.
  • 1,391 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2024.

Based on Detalus Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.