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Institutional & Family Asset Management’s Kinder Morgan KMI Stock Holding History

Institutional & Family Asset 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
Q2 		$271K Hold
13,619
– – 0.04% 136
2024
Q1 		$250K Sell
13,619
-30,488
-69% -$533K 0.04% 134
2023
Q4 		$778K Hold
44,107
– – 0.13% 105
2023
Q3 		$731K Hold
44,107
– – 0.12% 104
2023
Q2 		$760K Hold
44,107
– – 0.12% 102
2023
Q1 		$772K Buy
44,107
+15,905
+56% +$283K 0.13% 105
2022
Q4 		$510K Hold
28,202
– – 0.08% 112
2022
Q3 		$469K Sell
28,202
-496
-2% -$8.82K 0.08% 111
2022
Q2 		$481K Sell
28,698
-319
-1% -$5.97K 0.08% 110
2022
Q1 		$549K Buy
29,017
+82
+0.3% +$1.44K 0.09% 113
2021
Q4 		$459K Hold
28,935
– – 0.07% 118
2021
Q3 		$484K Sell
28,935
-116
-0.4% -$1.97K 0.08% 122
2021
Q2 		$530K Buy
29,051
+2,209
+8% +$39.4K 0.09% 120
2021
Q1 		$447K Sell
26,842
-8,910
-25% -$136K 0.09% 131
2020
Q4 		$489K Sell
35,752
-631
-2% -$8.45K 0.1% 118
2020
Q3 		$449K Sell
36,383
-427
-1% -$5.95K 0.1% 115
2020
Q2 		$558K Sell
36,810
-94
-0.3% -$1.43K 0.12% 106
2020
Q1 		$514K Sell
36,904
-5,589
-13% -$106K 0.12% 107
2019
Q4 		$900K Sell
42,493
-5,045
-11% -$102K 0.19% 92
2019
Q3 		$980K Sell
47,538
-1,961
-4% -$40.3K 0.22% 87
2019
Q2 		$1.03M Buy
49,499
+46,766
+1,711% +$943K 0.22% 84
2019
Q1 		$55K Buy
2,733
+1,100
+67% +$20.5K 0.01% 314
2018
Q4 		$25K Buy
1,633
+516
+46% +$8.73K 0.01% 379
2018
Q3 		$20K Sell
1,117
-8
-0.7% -$143 ﹤0.01% 443
2018
Q2 		$20K Sell
1,125
-30
-3% -$491 ﹤0.01% 442
2018
Q1 		$17K Buy
+1,155
New +$20K ﹤0.01% 435

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

Institutional & Family Asset Management's KMI Position: Q2 2024 in Review

Institutional & Family Asset Management held its Kinder Morgan (KMI) position steady in Q2 2024 at 13,619 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #136.

Institutional & Family Asset Management first reported a position in KMI in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.03M in Q2 2019. 1,391 funds tracked by Wall St. Rank hold KMI as of Q2 2024.

  • Institutional & Family Asset Management held 13,619 shares of Kinder Morgan worth $271K as of Q2 2024.
  • Institutional & Family Asset Management left its Kinder Morgan share count unchanged in Q2 2024.
  • Kinder Morgan made up 0.04% of Institutional & Family Asset Management's portfolio in Q2 2024, its #136 holding.
  • Institutional & Family Asset Management first reported a position in Kinder Morgan in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Kinder Morgan position peaked at $1.03M in Q2 2019.
  • 1,391 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.