Financial Advocates Investment Management’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,348
Closed -$238K 709
2025
Q1
$238K Sell
8,348
-350
-4% -$9.69K 0.02% 626
2024
Q4
$238K Sell
8,698
-9,223
-51% -$240K 0.01% 659
2024
Q3
$396K Buy
17,921
+17
+0.1% +$358 0.02% 529
2024
Q2
$356K Sell
17,904
-1,553
-8% -$29.6K 0.02% 537
2024
Q1
$357K Buy
19,457
+861
+5% +$15K 0.02% 537
2023
Q4
$328K Buy
18,596
+1,965
+12% +$33.5K 0.02% 527
2023
Q3
$276K Buy
16,631
+38
+0.2% +$655 0.02% 551
2023
Q2
$286K Buy
16,593
+29
+0.2% +$492 0.02% 536
2023
Q1
$290K Buy
16,564
+490
+3% +$8.71K 0.02% 567
2022
Q4
$291K Buy
16,074
+152
+1% +$2.73K 0.02% 570
2022
Q3
$265K Buy
15,922
+822
+5% +$14.6K 0.02% 588
2022
Q2
$253K Sell
15,100
-6,584
-30% -$123K 0.02% 556
2022
Q1
$411K Buy
21,684
+7,271
+50% +$128K 0.03% 490
2021
Q4
$228K Buy
14,413
+509
+4% +$8.47K 0.01% 697
2021
Q3
$232K Buy
+13,904
New +$236K 0.02% 668
2020
Q3
Sell
-12,387
Closed -$188K 666
2020
Q2
$188K Buy
12,387
+188
+2% +$2.86K 0.02% 571
2020
Q1
$170K Buy
12,199
+169
+1% +$3.22K 0.02% 443
2019
Q4
$255K Sell
12,030
-271
-2% -$5.49K 0.03% 428
2019
Q3
$254K Sell
12,301
-957
-7% -$19.6K 0.03% 410
2019
Q2
$277K Buy
13,258
+202
+2% +$4.07K 0.03% 382
2019
Q1
$261K Sell
13,056
-1,622
-11% -$30.3K 0.03% 386
2018
Q4
$226K Sell
14,678
-1,854
-11% -$31.4K 0.03% 389
2018
Q3
$293K Sell
16,532
-347
-2% -$6.2K 0.03% 396
2018
Q2
$294K Buy
16,879
+451
+3% +$7.38K 0.04% 371
2018
Q1
$248K Sell
16,428
-328
-2% -$5.68K 0.03% 408
2017
Q4
$302K Buy
+16,756
New +$301K 0.04% 358

Other funds holding KMI

Financial Advocates Investment Management's KMI Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Kinder Morgan (KMI) in Q2 2025, closing a stake of 8,348 shares — an estimated $238K sold.

Financial Advocates Investment Management first reported a position in KMI in Q4 2017 and held it in 26 quarters. The position peaked at $411K in Q1 2022. 1,669 funds tracked by Wall St. Rank hold KMI as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Kinder Morgan position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,348 Kinder Morgan shares in Q2 2025, an estimated $238K.
  • Financial Advocates Investment Management first reported a position in Kinder Morgan in Q4 2017 and held it in 26 quarters.
  • Financial Advocates Investment Management's Kinder Morgan position peaked at $411K in Q1 2022.
  • 1,669 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.