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New England Capital Financial Advisors’s Kinder Morgan KMI Stock Holding History

New England Capital Financial Advisors’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
Q1 		– Sell
-6,161
Closed -$109K – 408
2023
Q4 		$109K Buy
6,161
+104
+2% +$1.77K 0.07% 70
2023
Q3 		$100K Buy
6,057
+94
+2% +$1.62K 0.07% 73
2023
Q2 		$103K Buy
5,963
+99
+2% +$1.68K 0.07% 73
2023
Q1 		$103K Buy
5,864
+88
+2% +$1.56K 0.07% 73
2022
Q4 		$108K Buy
+5,776
New +$104K 0.08% 72

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New England Capital Financial Advisors's KMI Position: Q1 2024 in Review

New England Capital Financial Advisors sold out of Kinder Morgan (KMI) in Q1 2024, closing a stake of 6,161 shares — an estimated $109K sold.

New England Capital Financial Advisors first reported a position in KMI in Q4 2022 and held it in 5 quarters. The position peaked at $109K in Q4 2023. 1,370 funds tracked by Wall St. Rank hold KMI as of Q1 2024.

  • New England Capital Financial Advisors reported no remaining Kinder Morgan position as of Q1 2024 after selling out during the quarter.
  • New England Capital Financial Advisors sold 6,161 Kinder Morgan shares in Q1 2024, an estimated $109K.
  • New England Capital Financial Advisors first reported a position in Kinder Morgan in Q4 2022 and held it in 5 quarters.
  • New England Capital Financial Advisors's Kinder Morgan position peaked at $109K in Q4 2023.
  • 1,370 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2024.

Based on New England Capital Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.