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Next Financial Group’s Kinder Morgan KMI Stock Holding History

Next Financial Group’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
2021
Q4 		$266K Buy
16,760
+4,509
+37% +$75K 0.02% 785
2021
Q3 		$205K Sell
12,251
-12,891
-51% -$219K 0.02% 823
2021
Q2 		$458K Buy
25,142
+18,700
+290% +$333K 0.04% 496
2021
Q1 		$107K Sell
6,442
-22,054
-77% -$337K 0.01% 1002
2020
Q4 		$390K Buy
28,496
+20,955
+278% +$280K 0.04% 464
2020
Q3 		$93K Sell
7,541
-7,155
-49% -$99.7K 0.01% 895
2020
Q2 		$223K Sell
14,696
-9,329
-39% -$142K 0.03% 501
2020
Q1 		$334K Buy
24,025
+16,743
+230% +$319K 0.04% 367
2019
Q4 		$154K Sell
7,282
-3,362
-32% -$68K 0.02% 782
2019
Q3 		$219K Sell
10,644
-8,383
-44% -$172K 0.02% 635
2019
Q2 		$397K Buy
19,027
+4,899
+35% +$98.8K 0.04% 403
2019
Q1 		$283K Buy
14,128
+4,528
+47% +$84.5K 0.07% 275
2018
Q4 		$148K Buy
9,600
+4,136
+76% +$70K 0.03% 468
2018
Q3 		$97K Sell
5,464
-6,253
-53% -$112K 0.05% 362
2018
Q2 		$207K Sell
11,717
-290
-2% -$4.75K 0.08% 265
2018
Q1 		$181K Buy
+12,007
New +$208K 0.04% 390
2017
Q4 		– Sell
-20,805
Closed -$390K – 880
2017
Q3 		$390K Sell
20,805
-3,102
-13% -$60.4K 0.11% 199
2017
Q2 		$458K Sell
23,907
-2,947
-11% -$58.6K 0.11% 202
2017
Q1 		$554K Sell
26,854
-19,135
-42% -$418K 0.15% 143
2016
Q4 		$952K Sell
45,989
-3,692
-7% -$78K 0.17% 140
2016
Q3 		$1.15M Sell
49,681
-2,727
-5% -$57.8K 0.21% 118
2016
Q2 		$981K Sell
52,408
-4,077
-7% -$72.7K 0.31% 78
2016
Q1 		$1.01M Sell
56,485
-3,791
-6% -$62K 0.36% 68
2015
Q4 		$899K Buy
60,276
+6,140
+11% +$146K 0.33% 72
2015
Q3 		$1.5M Buy
54,136
+1,027
+2% +$34K 0.54% 39
2015
Q2 		$2.04M Sell
53,109
-6,520
-11% -$272K 0.7% 18
2015
Q1 		$2.51M Sell
59,629
-1,597
-3% -$66.1K 0.8% 15
2014
Q4 		$2.59M Buy
61,226
+40,528
+196% +$1.6M 0.86% 15
2014
Q3 		$794K Buy
+20,698
New +$786K 0.16% 142

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Next Financial Group's KMI Position: Q4 2021 in Review

Next Financial Group increased its Kinder Morgan (KMI) stake by 37% in Q4 2021, buying an estimated $75K and bringing the position to 16,760 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #785.

Next Financial Group first reported a position in KMI in Q3 2014 and has held it in 29 quarters since. The position peaked at $2.59M in Q4 2014. 1,275 funds tracked by Wall St. Rank hold KMI as of Q4 2021.

  • Next Financial Group held 16,760 shares of Kinder Morgan worth $266K as of Q4 2021.
  • Next Financial Group bought 4,509 Kinder Morgan shares in Q4 2021, an estimated $75K.
  • Kinder Morgan made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #785 holding.
  • Next Financial Group first reported a position in Kinder Morgan in Q3 2014 and has held it in 29 quarters since.
  • Next Financial Group's Kinder Morgan position peaked at $2.59M in Q4 2014.
  • 1,275 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.