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Marcum Wealth’s Kinder Morgan KMI Stock Holding History

Marcum Wealth’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 		$428K Sell
15,010
-130
-0.9% -$3.6K 0.04% 211
2024
Q4 		$415K Sell
15,140
-162
-1% -$4.22K 0.04% 220
2024
Q3 		$338K Sell
15,302
-101
-0.7% -$2.13K 0.03% 259
2024
Q2 		$306K Buy
15,403
+663
+4% +$12.6K 0.03% 269
2024
Q1 		$270K Sell
14,740
-2,061
-12% -$36K 0.03% 288
2023
Q4 		$296K Sell
16,801
-3,243
-16% -$55.3K 0.03% 256
2023
Q3 		$332K Sell
20,044
-2,058
-9% -$35.5K 0.04% 223
2023
Q2 		$381K Buy
22,102
+2
+0% +$34 0.04% 211
2023
Q1 		$387K Buy
22,100
+2,801
+15% +$49.8K 0.05% 211
2022
Q4 		$349K Sell
19,299
-2,964
-13% -$53.3K 0.05% 219
2022
Q3 		$370K Buy
22,263
+918
+4% +$16.3K 0.06% 203
2022
Q2 		$358K Buy
21,345
+997
+5% +$18.7K 0.05% 209
2022
Q1 		$385K Buy
+20,348
New +$358K 0.05% 207
2021
Q4 		– Sell
-13,941
Closed -$233K – 400
2021
Q3 		$233K Buy
13,941
+422
+3% +$7.17K 0.04% 282
2021
Q2 		$246K Sell
13,519
-167
-1% -$2.98K 0.04% 247
2021
Q1 		$228K Buy
+13,686
New +$209K 0.04% 260

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

Marcum Wealth's KMI Position: Q1 2025 in Review

Marcum Wealth reduced its Kinder Morgan (KMI) stake by 0.86% in Q1 2025, selling an estimated $3.6K and leaving 15,010 shares worth $428K. The position accounts for 0.04% of the portfolio, ranked #211.

Marcum Wealth first reported a position in KMI in Q1 2021 and has held it in 16 quarters since. 1,643 funds tracked by Wall St. Rank hold KMI as of Q1 2025.

  • Marcum Wealth held 15,010 shares of Kinder Morgan worth $428K as of Q1 2025.
  • Marcum Wealth sold 130 Kinder Morgan shares in Q1 2025, an estimated $3.6K.
  • Kinder Morgan made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #211 holding.
  • Marcum Wealth first reported a position in Kinder Morgan in Q1 2021 and has held it in 16 quarters since.
  • 1,643 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.