Morgan Stanley
KGEI

Morgan Stanley’s Kolibri Global Energy KGEI Stock Holding History

Morgan Stanley’s Portfolio KGEI Stock Details KGEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$378K Buy
75,987
+38,696
+104% +$207K ﹤0.01% 5668
2026
Q1 		$205K Sell
37,291
-85,647
-70% -$361K ﹤0.01% 5857
2025
Q4 		$483K Buy
122,938
+48,544
+65% +$211K ﹤0.01% 5538
2025
Q3 		$413K Sell
74,394
-18,943
-20% -$110K ﹤0.01% 5588
2025
Q2 		$639K Buy
93,337
+74,124
+386% +$510K ﹤0.01% 5342
2025
Q1 		$161K Buy
19,213
+13,685
+248% +$103K ﹤0.01% 5824
2024
Q4 		$29.4K Buy
5,528
+4,178
+309% +$16.8K ﹤0.01% 6456
2024
Q3 		$4.32K Sell
1,350
-900
-40% -$2.92K ﹤0.01% 6951
2024
Q2 		$8.03K Sell
2,250
-300
-12% -$995 ﹤0.01% 6740
2024
Q1 		$7.98K Sell
2,550
-3,523
-58% -$11.5K ﹤0.01% 6776
2023
Q4 		$22.8K Buy
+6,073
New +$25.3K ﹤0.01% 6412

Other funds holding KGEI

TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Morgan Stanley's KGEI Position: Q2 2026 in Review

Morgan Stanley increased its Kolibri Global Energy (KGEI) stake by 104% in Q2 2026, buying an estimated $207K and bringing the position to 75,987 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #5668.

Morgan Stanley first reported a position in KGEI in Q4 2023 and has held it in 11 quarters since. The position peaked at $639K in Q2 2025. 83 funds tracked by Wall St. Rank hold KGEI as of Q2 2026.

  • Morgan Stanley held 75,987 shares of Kolibri Global Energy worth $378K as of Q2 2026.
  • Morgan Stanley bought 38,696 Kolibri Global Energy shares in Q2 2026, an estimated $207K.
  • Kolibri Global Energy made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5668 holding.
  • Morgan Stanley first reported a position in Kolibri Global Energy in Q4 2023 and has held it in 11 quarters since.
  • Morgan Stanley's Kolibri Global Energy position peaked at $639K in Q2 2025.
  • 83 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.