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ORG Wealth Partners’s Kinder Morgan KMI Stock Holding History

ORG Wealth Partners’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
2026
Q1 		$836K Buy
24,925
+663
+3% +$20.7K 0.16% 84
2025
Q4 		$667K Sell
24,262
-5,785
-19% -$156K 0.16% 96
2025
Q3 		$851K Buy
30,047
+3,309
+12% +$90.6K 0.18% 82
2025
Q2 		$757K Buy
26,738
+9,622
+56% +$264K 0.18% 79
2025
Q1 		$490K Buy
17,116
+442
+3% +$12.2K 0.15% 115
2024
Q4 		$457K Buy
16,674
+1,099
+7% +$28.7K 0.14% 73
2024
Q3 		$344K Buy
+15,575
New +$328K 0.11% 87

Other funds holding KMI

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return