PFG Private Wealth Management’s Kinder Morgan KMI Stock Holding History

PFG Private Wealth 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 Q1	–	Sell	-37	Closed	-$1.01K	–	286
2024 Q4	$1.01K	Hold	37	–	–	﹤0.01%	209
2024 Q3	$807	Buy	37 +1	+3%	+$21	﹤0.01%	209
2024 Q2	$716	Hold	36	–	–	﹤0.01%	212
2024 Q1	$651	Buy	36 +1	+3%	+$17	﹤0.01%	201
2023 Q4	$616	Buy	35 +1	+3%	+$17	﹤0.01%	208
2023 Q3	$570	Buy	+34	New	+$586	﹤0.01%	264
2022 Q2	–	Sell	-5,659	Closed	-$107K	–	322
2022 Q1	$107K	Buy	+5,659	New	+$99.6K	0.05%	114

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

PFG Private Wealth Management's KMI Position: Q1 2025 in Review

PFG Private Wealth Management sold out of Kinder Morgan (KMI) in Q1 2025, closing a stake of 37 shares — an estimated $1.01K sold.

PFG Private Wealth Management first reported a position in KMI in Q1 2022 and held it in 7 quarters. The position peaked at $107K in Q1 2022. 1,642 funds tracked by Wall St. Rank hold KMI as of Q1 2025.

PFG Private Wealth Management reported no remaining Kinder Morgan position as of Q1 2025 after selling out during the quarter.
PFG Private Wealth Management sold 37 Kinder Morgan shares in Q1 2025, an estimated $1.01K.
PFG Private Wealth Management first reported a position in Kinder Morgan in Q1 2022 and held it in 7 quarters.
PFG Private Wealth Management's Kinder Morgan position peaked at $107K in Q1 2022.
1,642 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2025.

Based on PFG Private Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.