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Schechter Investment Advisors’s Kinder Morgan KMI Stock Holding History

Schechter Investment Advisors’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 		$201K Sell
7,063
-1,427
-17% -$39.5K 0.02% 555
2024
Q4 		$233K Buy
+8,490
New +$221K 0.02% 541

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

Schechter Investment Advisors's KMI Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Kinder Morgan (KMI) stake by 17% in Q1 2025, selling an estimated $39.5K and leaving 7,063 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #555.

Schechter Investment Advisors first reported a position in KMI in Q4 2024 and has held it in 2 quarters since. The position peaked at $233K in Q4 2024. 1,642 funds tracked by Wall St. Rank hold KMI as of Q1 2025.

  • Schechter Investment Advisors held 7,063 shares of Kinder Morgan worth $201K as of Q1 2025.
  • Schechter Investment Advisors sold 1,427 Kinder Morgan shares in Q1 2025, an estimated $39.5K.
  • Kinder Morgan made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #555 holding.
  • Schechter Investment Advisors first reported a position in Kinder Morgan in Q4 2024 and has held it in 2 quarters since.
  • Schechter Investment Advisors's Kinder Morgan position peaked at $233K in Q4 2024.
  • 1,642 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.