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
2024 Q1	–	Sell	-3,000	Closed	-$53K	–	711
2023 Q4	$53K	Hold	3,000	–	–	﹤0.01%	395
2023 Q3	$50K	Buy	3,000 +2,000	+200%	+$34.5K	0.01%	276
2023 Q2	$17K	Hold	1,000	–	–	﹤0.01%	671
2023 Q1	$18K	Sell	1,000 -29,900	-97%	-$532K	﹤0.01%	639
2022 Q4	$559K	Hold	30,900	–	–	0.02%	225
2022 Q3	$514K	Hold	30,900	–	–	0.04%	243
2022 Q2	$518K	Sell	30,900 -31,600	-51%	-$592K	0.06%	186
2022 Q1	$1.18M	Sell	62,500 -6,500	-9%	-$114K	0.13%	124
2021 Q4	$1.09M	Buy	69,000 +68,835	+41,718%	+$1.15M	0.05%	234
2021 Q3	$276K	Buy	165 +60	+57%	+$1.02K	0.02%	552
2021 Q2	$191K	Buy	+105	New	+$1.87K	0.02%	660
2021 Q1	–	Sell	-124	Closed	-$170K	–	678
2020 Q4	$170K	Buy	+124	New	+$1.66K	0.01%	528
2020 Q1	–	Sell	-100	Closed	-$212K	–	387
2019 Q4	$212K	Buy	+100	New	+$2.02K	0.02%	399
2014 Q4	–	Sell	-246	Closed	-$2K	–	668
2014 Q3	$2K	Buy	+246	New	+$9.35K	﹤0.01%	612
2013 Q4	–	Sell	-57	Closed	-$2K	–	562
2013 Q3	$2K	Buy	+57	New	+$2.14K	﹤0.01%	344

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.