MPW
KMI icon

Monterey Private Wealth’s Kinder Morgan KMI Stock Holding History

Monterey Private 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
2023
Q4 		– Sell
-10,598
Closed -$176K – 106
2023
Q3 		$176K Buy
10,598
+159
+2% +$2.74K 0.09% 94
2023
Q2 		$180K Buy
10,439
+166
+2% +$2.82K 0.09% 102
2023
Q1 		$180K Buy
10,273
+146
+1% +$2.6K 0.09% 98
2022
Q4 		$183K Buy
+10,127
New +$182K 0.1% 96

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Monterey Private Wealth's KMI Position: Q4 2023 in Review

Monterey Private Wealth sold out of Kinder Morgan (KMI) in Q4 2023, closing a stake of 10,598 shares — an estimated $176K sold.

Monterey Private Wealth first reported a position in KMI in Q4 2022 and held it in 4 quarters. The position peaked at $183K in Q4 2022. 1,386 funds tracked by Wall St. Rank hold KMI as of Q4 2023.

  • Monterey Private Wealth reported no remaining Kinder Morgan position as of Q4 2023 after selling out during the quarter.
  • Monterey Private Wealth sold 10,598 Kinder Morgan shares in Q4 2023, an estimated $176K.
  • Monterey Private Wealth first reported a position in Kinder Morgan in Q4 2022 and held it in 4 quarters.
  • Monterey Private Wealth's Kinder Morgan position peaked at $183K in Q4 2022.
  • 1,386 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2023.

Based on Monterey Private Wealth's 13F filing for Q4 2023, filed 12 Jan 2024.