New South Capital Management’s Kinder Morgan KMI Stock Holding History

New South Capital 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
2025 Q2	–	Sell	-9,641	Closed	-$275K	–	61
2025 Q1	$275K	Hold	9,641	–	–	0.01%	61
2024 Q4	$264K	Hold	9,641	–	–	0.01%	63
2024 Q3	$213K	Buy	+9,641	New	+$203K	0.01%	61
2020 Q2	–	Sell	-9,751	Closed	-$136K	–	72
2020 Q1	$136K	Sell	9,751 -3,105	-24%	-$59.1K	0.01%	69
2019 Q4	$272K	Hold	12,856	–	–	0.01%	62
2019 Q3	$265K	Sell	12,856 -2,095	-14%	-$43K	0.01%	62
2019 Q2	$312K	Hold	14,951	–	–	0.01%	63
2019 Q1	$299K	Hold	14,951	–	–	0.01%	66
2018 Q4	$230K	Hold	14,951	–	–	0.01%	62
2018 Q3	$265K	Hold	14,951	–	–	0.01%	59
2018 Q2	$264K	Sell	14,951 -240	-2%	-$3.93K	0.01%	59
2018 Q1	$229K	Hold	15,191	–	–	0.01%	60
2017 Q4	$275K	Sell	15,191 -3,002	-17%	-$53.9K	0.01%	61
2017 Q3	$349K	Hold	18,193	–	–	0.01%	61
2017 Q2	$349K	Hold	18,193	–	–	0.01%	61
2017 Q1	$396K	Hold	18,193	–	–	0.01%	58
2016 Q4	$377K	Hold	18,193	–	–	0.01%	62
2016 Q3	$421K	Hold	18,193	–	–	0.01%	61
2016 Q2	$341K	Hold	18,193	–	–	0.01%	64
2016 Q1	$325K	Hold	18,193	–	–	0.01%	62
2015 Q4	$271K	Sell	18,193 -772	-4%	-$18.4K	0.01%	61
2015 Q3	$525K	Hold	18,965	–	–	0.01%	57
2015 Q2	$728K	Sell	18,965 -2,794	-13%	-$117K	0.02%	58
2015 Q1	$915K	Hold	21,759	–	–	0.02%	56
2014 Q4	$921K	Buy	+21,759	New	+$857K	0.03%	59

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

New South Capital Management's KMI Position: Q2 2025 in Review

New South Capital Management sold out of Kinder Morgan (KMI) in Q2 2025, closing a stake of 9,641 shares — an estimated $275K sold.

New South Capital Management first reported a position in KMI in Q4 2014 and held it in 25 quarters. The position peaked at $921K in Q4 2014. 1,668 funds tracked by Wall St. Rank hold KMI as of Q2 2025.

New South Capital Management reported no remaining Kinder Morgan position as of Q2 2025 after selling out during the quarter.
New South Capital Management sold 9,641 Kinder Morgan shares in Q2 2025, an estimated $275K.
New South Capital Management first reported a position in Kinder Morgan in Q4 2014 and held it in 25 quarters.
New South Capital Management's Kinder Morgan position peaked at $921K in Q4 2014.
1,668 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2025.

Based on New South Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.