Lee, Danner & Bass’s Kinder Morgan KMI Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-2,672	Closed	-$73.2K	–	493
2024 Q4	$73.2K	Buy	+2,672	New	+$69.7K	0.01%	309

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

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

Norges Bank Oslo, Norway $935B AUM

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Lee, Danner & Bass's KMI Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Kinder Morgan (KMI) in Q1 2025, closing a stake of 2,672 shares — an estimated $73.2K sold.

Lee, Danner & Bass first reported a position in KMI in Q4 2024 and held it in 1 quarter. The position peaked at $73.2K in Q4 2024. 1,642 funds tracked by Wall St. Rank hold KMI as of Q1 2025.

Lee, Danner & Bass reported no remaining Kinder Morgan position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 2,672 Kinder Morgan shares in Q1 2025, an estimated $73.2K.
Lee, Danner & Bass first reported a position in Kinder Morgan in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Kinder Morgan position peaked at $73.2K in Q4 2024.
1,642 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.