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Retirement Group’s Kinder Morgan KMI Stock Holding History

Retirement 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
2024
Q1 		$170K Buy
9,267
+701
+8% +$12.2K 0.06% 125
2023
Q4 		$151K Sell
8,566
-1,433
-14% -$24.4K 0.06% 125
2023
Q3 		$166K Buy
9,999
+39
+0.4% +$672 0.07% 115
2023
Q2 		$172K Buy
9,960
+24
+0.2% +$408 0.07% 108
2023
Q1 		$174K Buy
9,936
+5,947
+149% +$106K 0.08% 97
2022
Q4 		$72K Buy
3,989
+151
+4% +$2.72K 0.03% 157
2022
Q3 		$64K Buy
3,838
+308
+9% +$5.47K 0.05% 106
2022
Q2 		$59K Buy
3,530
+149
+4% +$2.79K 0.02% 193
2022
Q1 		$64K Buy
3,381
+1,021
+43% +$18K 0.02% 208
2021
Q4 		$37K Buy
2,360
+63
+3% +$1.05K 0.02% 253
2021
Q3 		$38K Sell
2,297
-730
-24% -$12.4K 0.02% 247
2021
Q2 		$55K Buy
3,027
+106
+4% +$1.89K 0.03% 228
2021
Q1 		$49K Buy
2,921
+1,279
+78% +$19.5K 0.02% 283
2020
Q4 		$22K Sell
1,642
-5,043
-75% -$67.5K 0.01% 348
2020
Q3 		$82K Buy
6,685
+119
+2% +$1.66K 0.05% 200
2020
Q2 		$100K Buy
+6,566
New +$99.8K 0.06% 166
2019
Q4 		$136K Buy
+6,434
New +$130K 0.09% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Group's KMI Position: Q1 2024 in Review

Retirement Group increased its Kinder Morgan (KMI) stake by 8.2% in Q1 2024, buying an estimated $12.2K and bringing the position to 9,267 shares worth $170K. The position accounts for 0.06% of the portfolio, ranked #125.

Retirement Group first reported a position in KMI in Q4 2019 and has held it in 17 quarters since. The position peaked at $174K in Q1 2023. 1,369 funds tracked by Wall St. Rank hold KMI as of Q1 2024.

  • Retirement Group held 9,267 shares of Kinder Morgan worth $170K as of Q1 2024.
  • Retirement Group bought 701 Kinder Morgan shares in Q1 2024, an estimated $12.2K.
  • Kinder Morgan made up 0.06% of Retirement Group's portfolio in Q1 2024, its #125 holding.
  • Retirement Group first reported a position in Kinder Morgan in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Kinder Morgan position peaked at $174K in Q1 2023.
  • 1,369 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.