LSAG
KMI icon

Lake Street Advisors Group’s Kinder Morgan KMI Stock Holding History

Lake Street Advisors Group’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 		$4.45M Buy
162,364
+115,455
+246% +$3.01M 0.21% 71
2024
Q3 		$1.04M Sell
46,909
-114,481
-71% -$2.41M 0.05% 211
2024
Q2 		$3.21M Buy
161,390
+927
+0.6% +$17.7K 0.15% 87
2024
Q1 		$2.94M Sell
160,463
-1,392
-0.9% -$24.3K 0.14% 103
2023
Q4 		$2.86M Buy
161,855
+2,130
+1% +$36.3K 0.14% 101
2023
Q3 		$2.65M Sell
159,725
-667
-0.4% -$11.5K 0.16% 96
2023
Q2 		$2.76M Sell
160,392
-2,609
-2% -$44.3K 0.15% 94
2023
Q1 		$2.85M Buy
163,001
+2,845
+2% +$50.6K 0.18% 80
2022
Q4 		$2.9M Sell
160,156
-3,578
-2% -$64.4K 0.19% 84
2022
Q3 		$2.73M Sell
163,734
-1,248
-0.8% -$22.2K 0.2% 81
2022
Q2 		$2.77M Buy
164,982
+7,864
+5% +$147K 0.2% 75
2022
Q1 		$2.97M Buy
157,118
+2,619
+2% +$46.1K 0.19% 82
2021
Q4 		$2.45M Buy
154,499
+427
+0.3% +$7.11K 0.15% 93
2021
Q3 		$2.58M Buy
+154,072
New +$2.62M 0.28% 60
2020
Q2 		– Sell
-13,607
Closed -$189K – 282
2020
Q1 		$189K Buy
+13,607
New +$259K 0.02% 228

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lake Street Advisors Group's KMI Position: Q4 2024 in Review

Lake Street Advisors Group increased its Kinder Morgan (KMI) stake by 246% in Q4 2024, buying an estimated $3.01M and bringing the position to 162,364 shares worth $4.45M. The position accounts for 0.21% of the portfolio, ranked #71.

Lake Street Advisors Group first reported a position in KMI in Q1 2020 and has held it in 15 quarters since. 1,601 funds tracked by Wall St. Rank hold KMI as of Q4 2024.

  • Lake Street Advisors Group held 162,364 shares of Kinder Morgan worth $4.45M as of Q4 2024.
  • Lake Street Advisors Group bought 115,455 Kinder Morgan shares in Q4 2024, an estimated $3.01M.
  • Kinder Morgan made up 0.21% of Lake Street Advisors Group's portfolio in Q4 2024, its #71 holding.
  • Lake Street Advisors Group first reported a position in Kinder Morgan in Q1 2020 and has held it in 15 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.