Milestone Asset Management’s Kinder Morgan KMI Stock Holding History

Milestone 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
2026 Q2	$956K	Buy	29,910 +1,048	+4%	+$33.8K	0.15%	144
2026 Q1	$968K	Sell	28,862 -19,713	-41%	-$616K	0.18%	121
2025 Q4	$1.34M	Buy	48,575 +13,407	+38%	+$362K	0.25%	78
2025 Q3	$996K	Sell	35,168 -4,005	-10%	-$110K	0.19%	94
2025 Q2	$1.15M	Sell	39,173 -10,327	-21%	-$283K	0.24%	74
2025 Q1	$1.41M	Buy	49,500 +17,275	+54%	+$478K	0.3%	70
2024 Q4	$883K	Buy	+32,225	New	+$840K	0.2%	117

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Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return