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Sheaff Brock Investment Advisors’s Kinder Morgan KMI Stock Holding History

Sheaff Brock 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 		$770K Sell
26,983
-151
-0.6% -$4.18K 0.07% 201
2024
Q4 		$743K Buy
27,134
+112
+0.4% +$2.92K 0.06% 206
2024
Q3 		$597K Buy
27,022
+24
+0.1% +$506 0.05% 235
2024
Q2 		$536K Sell
26,998
-1,110
-4% -$21.2K 0.05% 241
2024
Q1 		$516K Buy
28,108
+365
+1% +$6.38K 0.03% 284
2023
Q4 		$489K Sell
27,743
-1,863
-6% -$31.8K 0.04% 271
2023
Q3 		$491K Sell
29,606
-1,353
-4% -$23.3K 0.04% 256
2023
Q2 		$533K Sell
30,959
-3,254
-10% -$55.3K 0.04% 249
2023
Q1 		$599K Buy
34,213
+4,128
+14% +$73.4K 0.06% 235
2022
Q4 		$544K Sell
30,085
-2,176
-7% -$39.1K 0.05% 233
2022
Q3 		$537K Sell
32,261
-693
-2% -$12.3K 0.06% 222
2022
Q2 		$552K Buy
32,954
+2,821
+9% +$52.8K 0.05% 226
2022
Q1 		$570K Sell
30,133
-2,716
-8% -$47.8K 0.04% 258
2021
Q4 		$521K Buy
32,849
+246
+0.8% +$4.09K 0.03% 271
2021
Q3 		$545K Sell
32,603
-1,889
-5% -$32.1K 0.04% 252
2021
Q2 		$629K Buy
34,492
+2,133
+7% +$38K 0.05% 228
2021
Q1 		$539K Buy
32,359
+3,982
+14% +$60.8K 0.04% 245
2020
Q4 		$388K Sell
28,377
-4,167
-13% -$55.8K 0.03% 283
2020
Q3 		$401K Buy
32,544
+8,435
+35% +$118K 0.04% 246
2020
Q2 		$366K Sell
24,109
-2,621
-10% -$39.8K 0.04% 265
2020
Q1 		$372K Sell
26,730
-8,480
-24% -$161K 0.05% 232
2019
Q4 		$745K Sell
35,210
-199
-0.6% -$4.03K 0.07% 190
2019
Q3 		$730K Sell
35,409
-622
-2% -$12.8K 0.08% 183
2019
Q2 		$752K Sell
36,031
-2,764
-7% -$55.7K 0.08% 183
2019
Q1 		$776K Sell
38,795
-673
-2% -$12.6K 0.09% 183
2018
Q4 		$607K Sell
39,468
-662
-2% -$11.2K 0.1% 197
2018
Q3 		$712K Sell
40,130
-169
-0.4% -$3.02K 0.07% 202
2018
Q2 		$712K Buy
40,299
+1,428
+4% +$23.4K 0.07% 200
2018
Q1 		$585K Buy
38,871
+1,025
+3% +$17.8K 0.06% 226
2017
Q4 		$684K Sell
37,846
-20,541
-35% -$369K 0.09% 206
2017
Q3 		$1.12M Sell
58,387
-207
-0.4% -$4.03K 0.15% 129
2017
Q2 		$1.12M Buy
58,594
+1,358
+2% +$27K 0.15% 135
2017
Q1 		$1.24M Sell
57,236
-1,947
-3% -$42.5K 0.16% 120
2016
Q4 		$1.23M Buy
59,183
+7,725
+15% +$163K 0.16% 125
2016
Q3 		$1.19M Sell
51,458
-2,855
-5% -$60.5K 0.16% 133
2016
Q2 		$1.02M Sell
54,313
-14,645
-21% -$261K 0.13% 163
2016
Q1 		$1.23M Sell
68,958
-3,805
-5% -$62.2K 0.15% 141
2015
Q4 		$1.09M Buy
+72,763
New +$1.73M 0.12% 174

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

Sheaff Brock Investment Advisors's KMI Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Kinder Morgan (KMI) stake by 0.56% in Q1 2025, selling an estimated $4.18K and leaving 26,983 shares worth $770K. The position accounts for 0.07% of the portfolio, ranked #201.

Sheaff Brock Investment Advisors first reported a position in KMI in Q4 2015 and has held it in 38 quarters since. The position peaked at $1.24M in Q1 2017. 1,642 funds tracked by Wall St. Rank hold KMI as of Q1 2025.

  • Sheaff Brock Investment Advisors held 26,983 shares of Kinder Morgan worth $770K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 151 Kinder Morgan shares in Q1 2025, an estimated $4.18K.
  • Kinder Morgan made up 0.07% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #201 holding.
  • Sheaff Brock Investment Advisors first reported a position in Kinder Morgan in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Kinder Morgan position peaked at $1.24M in Q1 2017.
  • 1,642 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.