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Legacy Advisors’s Kinder Morgan KMI Stock Holding History

Legacy 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
2025
Q1 		– Sell
-8,284
Closed -$227K – 452
2024
Q4 		$227K Sell
8,284
-1,369
-14% -$35.7K 0.02% 363
2024
Q3 		$213K Buy
+9,653
New +$203K 0.02% 356
2022
Q2 		– Sell
-15,987
Closed -$302K – 228
2022
Q1 		$302K Buy
15,987
+926
+6% +$16.3K 0.06% 166
2021
Q4 		$239K Hold
15,061
– – 0.09% 115
2021
Q3 		$252K Hold
15,061
– – 0.1% 102
2021
Q2 		$275K Hold
15,061
– – 0.11% 96
2021
Q1 		$251K Hold
15,061
– – 0.11% 101
2020
Q4 		$206K Hold
15,061
– – 0.12% 108
2020
Q3 		$186K Hold
15,061
– – 0.12% 104
2020
Q2 		$228K Sell
15,061
-7,220
-32% -$110K 0.18% 88
2020
Q1 		$310K Buy
22,281
+7,220
+48% +$137K 0.31% 67
2019
Q4 		$319K Sell
15,061
-250
-2% -$5.06K 0.2% 100
2019
Q3 		$316K Hold
15,311
– – 0.24% 83
2019
Q2 		$320K Sell
15,311
-15,311
-50% -$309K 0.22% 85
2019
Q1 		$612K Buy
30,622
+15,311
+100% +$286K 0.2% 91
2018
Q4 		$235K Buy
15,311
+13,061
+580% +$221K 0.18% 104
2018
Q3 		$40K Sell
2,250
-1
-0% -$18 0.02% 252
2018
Q2 		$40K Buy
2,251
+2,000
+797% +$32.7K 0.03% 204
2018
Q1 		$4K Buy
+251
New +$4.35K ﹤0.01% 315

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
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

Legacy Advisors's KMI Position: Q1 2025 in Review

Legacy Advisors sold out of Kinder Morgan (KMI) in Q1 2025, closing a stake of 8,284 shares — an estimated $227K sold.

Legacy Advisors first reported a position in KMI in Q1 2018 and held it in 19 quarters. The position peaked at $612K in Q1 2019. 1,642 funds tracked by Wall St. Rank hold KMI as of Q1 2025.

  • Legacy Advisors reported no remaining Kinder Morgan position as of Q1 2025 after selling out during the quarter.
  • Legacy Advisors sold 8,284 Kinder Morgan shares in Q1 2025, an estimated $227K.
  • Legacy Advisors first reported a position in Kinder Morgan in Q1 2018 and held it in 19 quarters.
  • Legacy Advisors's Kinder Morgan position peaked at $612K in Q1 2019.
  • 1,642 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.