Summit Securities Group’s Kinder Morgan KMI Stock Holding History

Summit Securities 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
2022 Q2	–	Sell	-6,000	Closed	-$113K	–	1096
2022 Q1	$113K	Sell	6,000 -30,200	-83%	-$532K	0.01%	487
2021 Q4	$574K	Buy	36,200 +34,964	+2,829%	+$582K	0.03%	338
2021 Q3	$2.07M	Buy	1,236 +829	+204%	+$14.1K	0.16%	149
2021 Q2	$742K	Buy	+407	New	+$7.26K	0.06%	306
2021 Q1	–	Sell	-148	Closed	-$202K	–	677
2020 Q4	$202K	Hold	148	–	–	0.02%	525
2020 Q3	$182K	Hold	148	–	–	0.02%	332
2020 Q2	$225K	Hold	148	–	–	0.03%	378
2020 Q1	$206K	Buy	+148	New	+$2.82K	0.04%	251
2018 Q1	–	Sell	-16,686	Closed	-$211M	–	198
2017 Q4	$211M	Buy	+16,686	New	+$299K	25.07%	2
2016 Q1	–	Sell	-313	Closed	-$1K	–	248
2015 Q4	$1K	Sell	313 -30	-9%	-$715	﹤0.01%	267
2015 Q3	$108K	Buy	+343	New	+$11.4K	0.08%	114

Other funds holding KMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Securities Group's KMI Position: Q1 2026 in Review

Summit Securities Group reduced its Kinder Morgan (KMI) stake by 89% in Q1 2026, selling an estimated $80.8K and leaving 322 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Summit Securities Group first reported a position in KMI in Q3 2013 and has held it in 39 quarters since. The position peaked at $3.82M in Q4 2019. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Summit Securities Group held 322 shares of Kinder Morgan worth $10.8K as of Q1 2026.
Summit Securities Group sold 2,585 Kinder Morgan shares in Q1 2026, an estimated $80.8K.
Kinder Morgan made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #656 holding.
Summit Securities Group first reported a position in Kinder Morgan in Q3 2013 and has held it in 39 quarters since.
Summit Securities Group's Kinder Morgan position peaked at $3.82M in Q4 2019.
1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.