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Strategic Financial Concepts’s Kinder Morgan KMI Stock Holding History

Strategic Financial Concepts’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
-7,369
Closed -$202K – 348
2024
Q4 		$202K Buy
+7,369
New +$192K 0.04% 315
2024
Q3 		– Sell
-157,886
Closed -$10.4K – 493
2024
Q2 		$10.4K Buy
+157,886
New +$3.01M 0.01% 411

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

Strategic Financial Concepts's KMI Position: Q1 2025 in Review

Strategic Financial Concepts sold out of Kinder Morgan (KMI) in Q1 2025, closing a stake of 7,369 shares — an estimated $202K sold.

Strategic Financial Concepts first reported a position in KMI in Q2 2024 and held it in 2 quarters. The position peaked at $202K in Q4 2024. 1,642 funds tracked by Wall St. Rank hold KMI as of Q1 2025.

  • Strategic Financial Concepts reported no remaining Kinder Morgan position as of Q1 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 7,369 Kinder Morgan shares in Q1 2025, an estimated $202K.
  • Strategic Financial Concepts first reported a position in Kinder Morgan in Q2 2024 and held it in 2 quarters.
  • Strategic Financial Concepts's Kinder Morgan position peaked at $202K in Q4 2024.
  • 1,642 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2025.

Based on Strategic Financial Concepts's 13F filing for Q1 2025, filed 28 Apr 2025.