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Orion Portfolio Solutions’s Kinder Morgan KMI Stock Holding History

Orion Portfolio Solutions’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 		$6.92M Sell
242,462
-2,407
-1% -$66.6K 0.07% 276
2024
Q4 		$6.71M Buy
244,869
+83,145
+51% +$2.17M 0.07% 276
2024
Q3 		$3.57M Buy
161,724
+7,806
+5% +$164K 0.04% 433
2024
Q2 		$3.06M Buy
153,918
+12,864
+9% +$245K 0.03% 468
2024
Q1 		$2.59M Buy
141,054
+6,883
+5% +$120K 0.03% 536
2023
Q4 		$2.43M Sell
134,171
-1,559
-1% -$26.6K 0.03% 538
2023
Q3 		$2.25M Buy
135,730
+1,317
+1% +$22.7K 0.03% 562
2023
Q2 		$2.31M Buy
+134,413
New +$2.28M 0.02% 589
2023
Q1 		– Sell
-30,563
Closed -$553K – 1590
2022
Q4 		$553K Buy
30,563
+3,755
+14% +$67.5K 0.02% 472
2022
Q3 		$446K Buy
26,808
+1,662
+7% +$29.5K 0.02% 457
2022
Q2 		$421K Sell
25,146
-2,256
-8% -$42.2K 0.02% 442
2022
Q1 		$518K Sell
27,402
-7,156
-21% -$126K 0.02% 412
2021
Q4 		$548K Sell
34,558
-577
-2% -$9.6K 0.02% 404
2021
Q3 		$588K Buy
35,135
+6,923
+25% +$118K 0.02% 351
2021
Q2 		$514K Buy
28,212
+1,223
+5% +$21.8K 0.02% 359
2021
Q1 		$449K Buy
26,989
+4,454
+20% +$68K 0.02% 337
2020
Q4 		$308K Sell
22,535
-3,452
-13% -$46.2K 0.01% 390
2020
Q3 		$320K Sell
25,987
-2,365
-8% -$33K 0.02% 334
2020
Q2 		$430K Buy
28,352
+2,655
+10% +$40.4K 0.02% 265
2020
Q1 		$358K Buy
25,697
+277
+1% +$5.27K 0.02% 240
2019
Q4 		$538K Buy
+25,420
New +$514K 0.04% 196

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
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

Orion Portfolio Solutions's KMI Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Kinder Morgan (KMI) stake by 0.98% in Q1 2025, selling an estimated $66.6K and leaving 242,462 shares worth $6.92M. The position accounts for 0.07% of the portfolio, ranked #276.

Orion Portfolio Solutions first reported a position in KMI in Q4 2019 and has held it in 21 quarters since. 1,642 funds tracked by Wall St. Rank hold KMI as of Q1 2025.

  • Orion Portfolio Solutions held 242,462 shares of Kinder Morgan worth $6.92M as of Q1 2025.
  • Orion Portfolio Solutions sold 2,407 Kinder Morgan shares in Q1 2025, an estimated $66.6K.
  • Kinder Morgan made up 0.07% of Orion Portfolio Solutions's portfolio in Q1 2025, its #276 holding.
  • Orion Portfolio Solutions first reported a position in Kinder Morgan in Q4 2019 and has held it in 21 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.