New Wave Wealth Advisors’s Kinder Morgan KMI Stock Holding History

New Wave Wealth 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
2025 Q1	–	Sell	-5,405	Closed	-$148K	–	420
2024 Q4	$148K	Buy	+5,405	New	+$141K	0.06%	162

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

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

Norges Bank Oslo, Norway $935B AUM

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 Wave Wealth Advisors's KMI Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Kinder Morgan (KMI) in Q1 2025, closing a stake of 5,405 shares — an estimated $148K sold.

New Wave Wealth Advisors first reported a position in KMI in Q4 2024 and held it in 1 quarter. The position peaked at $148K in Q4 2024. 1,642 funds tracked by Wall St. Rank hold KMI as of Q1 2025.

New Wave Wealth Advisors reported no remaining Kinder Morgan position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 5,405 Kinder Morgan shares in Q1 2025, an estimated $148K.
New Wave Wealth Advisors first reported a position in Kinder Morgan in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Kinder Morgan position peaked at $148K in Q4 2024.
1,642 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.