FGA
KMI icon

Fortis Group Advisors’s Kinder Morgan KMI Stock Holding History

Fortis Group 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
-14,169
Closed -$260K – 519
2024
Q1 		$260K Sell
14,169
-1,017
-7% -$17.8K 0.05% 177
2023
Q4 		$266K Hold
15,186
– – 0.07% 109
2023
Q3 		$266K Sell
15,186
-950
-6% -$16.4K 0.08% 104
2023
Q2 		$278K Buy
16,136
+526
+3% +$8.93K 0.07% 111
2023
Q1 		$268K Buy
+15,610
New +$278K 0.08% 103
2020
Q3 		$127K Buy
+10,311
New +$144K 0.02% 192

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

Fortis Group Advisors's KMI Position: Q2 2024 in Review

Fortis Group Advisors sold out of Kinder Morgan (KMI) in Q2 2024, closing a stake of 14,169 shares — an estimated $260K sold.

Fortis Group Advisors first reported a position in KMI in Q3 2020 and held it in 6 quarters. The position peaked at $278K in Q2 2023. 1,391 funds tracked by Wall St. Rank hold KMI as of Q2 2024.

  • Fortis Group Advisors reported no remaining Kinder Morgan position as of Q2 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 14,169 Kinder Morgan shares in Q2 2024, an estimated $260K.
  • Fortis Group Advisors first reported a position in Kinder Morgan in Q3 2020 and held it in 6 quarters.
  • Fortis Group Advisors's Kinder Morgan position peaked at $278K in Q2 2023.
  • 1,391 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2024.

Based on Fortis Group Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.