Fulcrum Equity Management’s Kinder Morgan KMI Stock Holding History

Fulcrum Equity 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
2024 Q4	–	Sell	-11,104	Closed	-$245K	–	135
2024 Q3	$245K	Sell	11,104 -3,788	-25%	-$79.8K	0.21%	124
2024 Q2	$296K	Buy	14,892 +1,722	+13%	+$32.8K	0.27%	111
2024 Q1	$242K	Buy	13,170 +79	+0.6%	+$1.38K	0.28%	101
2023 Q4	$231K	Buy	13,091 +644	+5%	+$11K	0.29%	86
2023 Q3	$206K	Buy	+12,447	New	+$215K	0.24%	93
2023 Q2	–	Sell	-21,770	Closed	-$381K	–	101
2023 Q1	$381K	Buy	21,770 +9,273	+74%	+$165K	0.36%	60
2022 Q4	$226K	Buy	12,497 +1,234	+11%	+$22.2K	0.19%	65
2022 Q3	$187K	Buy	+11,263	New	+$200K	0.16%	63
2022 Q2	–	Sell	-13,694	Closed	-$259K	–	94
2022 Q1	$259K	Buy	+13,694	New	+$241K	0.15%	90

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fulcrum Equity Management's KMI Position: Q4 2024 in Review

Fulcrum Equity Management sold out of Kinder Morgan (KMI) in Q4 2024, closing a stake of 11,104 shares — an estimated $245K sold.

Fulcrum Equity Management first reported a position in KMI in Q1 2022 and held it in 9 quarters. The position peaked at $381K in Q1 2023. 1,600 funds tracked by Wall St. Rank hold KMI as of Q4 2024.

Fulcrum Equity Management reported no remaining Kinder Morgan position as of Q4 2024 after selling out during the quarter.
Fulcrum Equity Management sold 11,104 Kinder Morgan shares in Q4 2024, an estimated $245K.
Fulcrum Equity Management first reported a position in Kinder Morgan in Q1 2022 and held it in 9 quarters.
Fulcrum Equity Management's Kinder Morgan position peaked at $381K in Q1 2023.
1,600 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2024.

Based on Fulcrum Equity Management's 13F filing for Q4 2024, filed 24 Mar 2025.