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Sonora Investment Management Group’s Kinder Morgan KMI Stock Holding History

Sonora Investment Management 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
2025
Q3 		$6.34M Sell
223,960
-3,584
-2% -$98.1K 0.45% 59
2025
Q2 		$6.69M Sell
227,544
-19,545
-8% -$536K 0.5% 58
2025
Q1 		$7.05M Sell
247,089
-7,553
-3% -$209K 0.56% 57
2024
Q4 		$6.98M Buy
254,642
+10,492
+4% +$274K 0.53% 60
2024
Q3 		$5.39M Sell
244,150
-3,268
-1% -$68.8K 0.4% 72
2024
Q2 		$4.54M Hold
247,418
– – 0.36% 81
2024
Q1 		$4.54M Sell
247,418
-3,669
-1% -$64.1K 0.36% 81
2023
Q4 		$4.43M Buy
251,087
+14,540
+6% +$248K 0.36% 83
2023
Q3 		$3.92M Buy
236,547
+88
+0% +$1.52K 0.34% 89
2023
Q2 		$4.07M Sell
236,459
-5,458
-2% -$92.7K 0.34% 87
2023
Q1 		$4.24M Sell
241,917
-1,780
-0.7% -$31.7K 0.37% 88
2022
Q4 		$4.41M Buy
243,697
+16,463
+7% +$296K 0.4% 86
2022
Q3 		$3.81M Hold
227,234
– – 0.49% 68
2022
Q2 		$3.81M Buy
227,234
+1,750
+0.8% +$32.8K 0.36% 89
2022
Q1 		$4.26M Buy
225,484
+11,201
+5% +$197K 0.48% 71
2021
Q4 		$3.4M Buy
+214,283
New +$3.57M 0.39% 73

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Sonora Investment Management Group's KMI Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Kinder Morgan (KMI) stake by 1.6% in Q3 2025, selling an estimated $98.1K and leaving 223,960 shares worth $6.34M. The position accounts for 0.45% of the portfolio, ranked #59.

Sonora Investment Management Group first reported a position in KMI in Q4 2021 and has held it in 16 quarters since. The position peaked at $7.05M in Q1 2025. 1,680 funds tracked by Wall St. Rank hold KMI as of Q3 2025.

  • Sonora Investment Management Group held 223,960 shares of Kinder Morgan worth $6.34M as of Q3 2025.
  • Sonora Investment Management Group sold 3,584 Kinder Morgan shares in Q3 2025, an estimated $98.1K.
  • Kinder Morgan made up 0.45% of Sonora Investment Management Group's portfolio in Q3 2025, its #59 holding.
  • Sonora Investment Management Group first reported a position in Kinder Morgan in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Kinder Morgan position peaked at $7.05M in Q1 2025.
  • 1,680 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.