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Sutton Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Sutton Wealth 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
2023
Q3 		$13.6K Buy
818
+444
+119% +$7.65K 0.01% 421
2023
Q2 		$6.44K Hold
374
– – ﹤0.01% 527
2023
Q1 		$6.55K Hold
374
– – ﹤0.01% 489
2022
Q4 		$6.76K Hold
374
– – ﹤0.01% 1052
2022
Q3 		$6.22K Sell
374
-37
-9% -$658 ﹤0.01% 1024
2022
Q2 		$6.89K Buy
411
+37
+10% +$693 ﹤0.01% 1006
2022
Q1 		$7.07K Buy
374
+43
+13% +$757 ﹤0.01% 1026
2021
Q4 		$5.25K Hold
331
– – ﹤0.01% 1063
2021
Q3 		$5.54K Hold
331
– – ﹤0.01% 1037
2021
Q2 		$6.03K Hold
331
– – ﹤0.01% 1017
2021
Q1 		$5.51K Hold
331
– – ﹤0.01% 1000
2020
Q4 		$4.53K Buy
331
+2
+0.6% +$27 ﹤0.01% 1004
2020
Q3 		$4.06K Buy
329
+89
+37% +$1.24K ﹤0.01% 979
2020
Q2 		$3.64K Sell
240
-351
-59% -$5.33K ﹤0.01% 976
2020
Q1 		$8.23K Buy
591
+180
+44% +$3.43K 0.01% 707
2019
Q4 		$8.7K Hold
411
– – ﹤0.01% 853
2019
Q3 		$8.47K Hold
411
– – ﹤0.01% 835
2019
Q2 		$8.58K Buy
411
+86
+26% +$1.73K ﹤0.01% 812
2019
Q1 		$6.5K Buy
325
+32
+11% +$597 ﹤0.01% 879
2018
Q4 		$4.51K Buy
293
+87
+42% +$1.47K ﹤0.01% 905
2018
Q3 		$3.65K Hold
206
– – ﹤0.01% 939
2018
Q2 		$3.64K Sell
206
-55
-21% -$900 ﹤0.01% 958
2018
Q1 		$3.93K Buy
261
+58
+29% +$1K ﹤0.01% 945
2017
Q4 		$3.67K Sell
203
-1,454
-88% -$26.1K ﹤0.01% 918
2017
Q3 		$31.8K Buy
1,657
+74
+5% +$1.44K 0.02% 386
2017
Q2 		$30.3K Hold
1,583
– – 0.02% 390
2017
Q1 		$34.4K Sell
1,583
-54
-3% -$1.18K 0.03% 339
2016
Q4 		$33.9K Sell
1,637
-12
-0.7% -$254 0.03% 342
2016
Q3 		$38.1K Sell
1,649
-219
-12% -$4.64K 0.03% 302
2016
Q2 		$35K Buy
1,868
+928
+99% +$16.5K 0.03% 303
2016
Q1 		$16.8K Buy
+940
New +$15.4K 0.02% 481

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sutton Wealth Advisors's KMI Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Kinder Morgan (KMI) stake by 119% in Q3 2023, buying an estimated $7.65K and bringing the position to 818 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #421.

Sutton Wealth Advisors first reported a position in KMI in Q1 2016 and has held it in 31 quarters since. The position peaked at $38.1K in Q3 2016. 1,338 funds tracked by Wall St. Rank hold KMI as of Q3 2023.

  • Sutton Wealth Advisors held 818 shares of Kinder Morgan worth $13.6K as of Q3 2023.
  • Sutton Wealth Advisors bought 444 Kinder Morgan shares in Q3 2023, an estimated $7.65K.
  • Kinder Morgan made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #421 holding.
  • Sutton Wealth Advisors first reported a position in Kinder Morgan in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Kinder Morgan position peaked at $38.1K in Q3 2016.
  • 1,338 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.