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Excalibur Management’s Kinder Morgan KMI Stock Holding History

Excalibur Management’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
Q2 		$2.33M Buy
72,818
+35
+0% +$1.13K 0.77% 34
2026
Q1 		$2.44M Sell
72,783
-105
-0.1% -$3.28K 0.88% 32
2025
Q4 		$2M Sell
72,888
-601
-0.8% -$16.2K 0.72% 38
2025
Q3 		$2.08M Sell
73,489
-125
-0.2% -$3.42K 0.75% 34
2025
Q2 		$2.16M Sell
73,614
-2,550
-3% -$70K 0.81% 31
2025
Q1 		$2.17M Sell
76,164
-625
-0.8% -$17.3K 0.85% 28
2024
Q4 		$2.1M Sell
76,789
-1,590
-2% -$41.5K 0.84% 29
2024
Q3 		$1.73M Sell
78,379
-700
-0.9% -$14.7K 0.66% 37
2024
Q2 		$1.57M Buy
79,079
+925
+1% +$17.6K 0.64% 39
2024
Q1 		$1.43M Buy
78,154
+511
+0.7% +$8.93K 0.61% 43
2023
Q4 		$1.37M Sell
77,643
-475
-0.6% -$8.1K 0.64% 39
2023
Q3 		$1.3M Buy
78,118
+5,146
+7% +$88.7K 0.67% 38
2023
Q2 		$1.26M Sell
72,972
-368
-0.5% -$6.25K 0.64% 40
2023
Q1 		$1.28M Buy
73,340
+1,606
+2% +$28.6K 0.67% 41
2022
Q4 		$1.3M Sell
71,734
-460
-0.6% -$8.27K 0.68% 38
2022
Q3 		$1.2M Buy
72,194
+950
+1% +$16.9K 0.67% 40
2022
Q2 		$1.19M Sell
71,244
-9,091
-11% -$170K 0.62% 43
2022
Q1 		$1.52M Sell
80,335
-1,115
-1% -$19.6K 0.66% 45
2021
Q4 		$1.29M Sell
81,450
-9,285
-10% -$155K 0.52% 53
2021
Q3 		$1.52M Buy
90,735
+59,495
+190% +$1.01M 0.67% 40
2021
Q2 		$570K Buy
31,240
+11,715
+60% +$209K 0.26% 84
2021
Q1 		$325K Buy
+19,525
New +$298K 0.16% 119
2015
Q3 		– Sell
-10,521
Closed -$404K – 68
2015
Q2 		$404K Hold
10,521
– – 0.38% 39
2015
Q1 		$443K Hold
10,521
– – 0.43% 37
2014
Q4 		$445K Buy
+10,521
New +$414K 0.45% 37

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Excalibur Management's KMI Position: Q2 2026 in Review

Excalibur Management increased its Kinder Morgan (KMI) stake by 0.05% in Q2 2026, buying an estimated $1.13K and bringing the position to 72,818 shares worth $2.33M. The position accounts for 0.77% of the portfolio, ranked #34.

Excalibur Management first reported a position in KMI in Q4 2014 and has held it in 25 quarters since. The position peaked at $2.44M in Q1 2026. 1,834 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Excalibur Management held 72,818 shares of Kinder Morgan worth $2.33M as of Q2 2026.
  • Excalibur Management bought 35 Kinder Morgan shares in Q2 2026, an estimated $1.13K.
  • Kinder Morgan made up 0.77% of Excalibur Management's portfolio in Q2 2026, its #34 holding.
  • Excalibur Management first reported a position in Kinder Morgan in Q4 2014 and has held it in 25 quarters since.
  • Excalibur Management's Kinder Morgan position peaked at $2.44M in Q1 2026.
  • 1,834 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.