Montag & Associates’s Kinder Morgan KMI Stock Holding History

Montag & Associates’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 Q4	–	Sell	-16	Closed	-$453	–	1064
2025 Q3	$453	Sell	16 -374	-96%	-$10.2K	﹤0.01%	1088
2025 Q2	$11.5K	Sell	390 -2,270	-85%	-$62.3K	﹤0.01%	735
2025 Q1	$75.9K	Buy	2,660 +1,854	+230%	+$51.3K	﹤0.01%	539
2024 Q4	$22.1K	Hold	806	–	–	﹤0.01%	701
2024 Q3	$17.8K	Buy	806 +390	+94%	+$8.22K	﹤0.01%	742
2024 Q2	$8.27K	Hold	416	–	–	﹤0.01%	786
2024 Q1	$7.63K	Hold	416	–	–	﹤0.01%	782
2023 Q4	$7.34K	Hold	416	–	–	﹤0.01%	795
2023 Q3	$6.9K	Hold	416	–	–	﹤0.01%	780
2023 Q2	$7.16K	Hold	416	–	–	﹤0.01%	792
2023 Q1	$7.29K	Hold	416	–	–	﹤0.01%	780
2022 Q4	$7.52K	Hold	416	–	–	﹤0.01%	774
2022 Q3	$7K	Hold	416	–	–	﹤0.01%	763
2022 Q2	$7K	Hold	416	–	–	﹤0.01%	724
2022 Q1	$8K	Hold	416	–	–	﹤0.01%	741
2021 Q4	$7K	Hold	416	–	–	﹤0.01%	754
2021 Q3	$7K	Hold	416	–	–	﹤0.01%	751
2021 Q2	$8K	Hold	416	–	–	﹤0.01%	743
2021 Q1	$7K	Hold	416	–	–	﹤0.01%	753
2020 Q4	$6K	Buy	+416	New	+$5.57K	﹤0.01%	737
2015 Q3	–	Sell	-9,958	Closed	-$382K	–	244
2015 Q2	$382K	Hold	9,958	–	–	0.06%	194
2015 Q1	$419K	Hold	9,958	–	–	0.06%	191
2014 Q4	$421K	Buy	+9,958	New	+$392K	0.06%	186

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Montag & Associates's KMI Position: Q4 2025 in Review

Montag & Associates sold out of Kinder Morgan (KMI) in Q4 2025, closing a stake of 16 shares — an estimated $453 sold.

Montag & Associates first reported a position in KMI in Q4 2014 and held it in 23 quarters. The position peaked at $421K in Q4 2014. 1,738 funds tracked by Wall St. Rank hold KMI as of Q4 2025.

Montag & Associates reported no remaining Kinder Morgan position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 16 Kinder Morgan shares in Q4 2025, an estimated $453.
Montag & Associates first reported a position in Kinder Morgan in Q4 2014 and held it in 23 quarters.
Montag & Associates's Kinder Morgan position peaked at $421K in Q4 2014.
1,738 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.