Essex LLC’s Kinder Morgan KMI Stock Holding History

Essex LLC’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	$627K	Sell	18,686 -980	-5%	-$30.6K	0.11%	103
2025 Q4	$541K	Sell	19,666 -1,569	-7%	-$42.4K	0.1%	112
2025 Q3	$601K	Sell	21,235 -8,424	-28%	-$231K	0.11%	107
2025 Q2	$872K	Sell	29,659 -8,957	-23%	-$246K	0.17%	92
2025 Q1	$1.1M	Sell	38,616 -175	-0.5%	-$4.84K	0.24%	80
2024 Q4	$1.06M	Sell	38,791 -2,780	-7%	-$72.5K	0.22%	81
2024 Q3	$918K	Sell	41,571 -2,300	-5%	-$48.5K	0.19%	88
2024 Q2	$872K	Sell	43,871 -1,596	-4%	-$30.4K	0.2%	86
2024 Q1	$834K	Sell	45,467 -2,435	-5%	-$42.5K	0.19%	84
2023 Q4	$845K	Sell	47,902 -14,120	-23%	-$241K	0.21%	83
2023 Q3	$1.03M	Sell	62,022 -11,133	-15%	-$192K	0.29%	74
2023 Q2	$1.26M	Sell	73,155 -23,610	-24%	-$401K	0.35%	71
2023 Q1	$1.75M	Hold	96,765	–	–	0.53%	61
2022 Q4	$1.75M	Sell	96,765 -6,300	-6%	-$113K	0.53%	61
2022 Q3	$1.72M	Sell	103,065 -2,475	-2%	-$44K	0.56%	57
2022 Q2	$1.77M	Sell	105,540 -1,215	-1%	-$22.7K	0.55%	59
2022 Q1	$2.02M	Sell	106,755 -3,892	-4%	-$68.5K	0.55%	60
2021 Q4	$1.75M	Sell	110,647 -2,068	-2%	-$34.4K	0.47%	64
2021 Q3	$1.89M	Buy	+112,715	New	+$1.91M	0.52%	62

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