Mount Lucas Management’s Kinder Morgan KMI Stock Holding History

Mount Lucas 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 Q1	–	Sell	-52,049	Closed	-$1.43M	–	188
2025 Q4	$1.43M	Buy	52,049 +433	+0.8%	+$11.7K	0.57%	56
2025 Q3	$1.46M	Buy	51,616 +1,979	+4%	+$54.2K	0.6%	47
2025 Q2	$1.46M	Sell	49,637 -7,288	-13%	-$200K	0.62%	41
2025 Q1	$1.62M	Buy	+56,925	New	+$1.58M	0.52%	48

Other funds holding KMI

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mount Lucas Management's KMI Position: Q1 2026 in Review

Mount Lucas Management sold out of Kinder Morgan (KMI) in Q1 2026, closing a stake of 52,049 shares — an estimated $1.43M sold.

Mount Lucas Management first reported a position in KMI in Q1 2025 and held it in 4 quarters. The position peaked at $1.62M in Q1 2025. 1,839 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Mount Lucas Management reported no remaining Kinder Morgan position as of Q1 2026 after selling out during the quarter.
Mount Lucas Management sold 52,049 Kinder Morgan shares in Q1 2026, an estimated $1.43M.
Mount Lucas Management first reported a position in Kinder Morgan in Q1 2025 and held it in 4 quarters.
Mount Lucas Management's Kinder Morgan position peaked at $1.62M in Q1 2025.
1,839 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.