Napa Wealth Management’s Kinder Morgan KMI Stock Holding History

Napa Wealth 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
2024 Q4	–	Sell	-51,265	Closed	-$1.13M	–	193
2024 Q3	$1.13M	Buy	+51,265	New	+$1.08M	0.54%	52

Other funds holding KMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Napa Wealth Management's KMI Position: Q4 2024 in Review

Napa Wealth Management sold out of Kinder Morgan (KMI) in Q4 2024, closing a stake of 51,265 shares — an estimated $1.13M sold.

Napa Wealth Management first reported a position in KMI in Q3 2024 and held it in 1 quarter. The position peaked at $1.13M in Q3 2024. 1,600 funds tracked by Wall St. Rank hold KMI as of Q4 2024.

Napa Wealth Management reported no remaining Kinder Morgan position as of Q4 2024 after selling out during the quarter.
Napa Wealth Management sold 51,265 Kinder Morgan shares in Q4 2024, an estimated $1.13M.
Napa Wealth Management first reported a position in Kinder Morgan in Q3 2024 and held it in 1 quarter.
Napa Wealth Management's Kinder Morgan position peaked at $1.13M in Q3 2024.
1,600 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2024.

Based on Napa Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.