T
KMI icon

TCWP’s Kinder Morgan KMI Stock Holding History

TCWP’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
Q2 		– Sell
-14,113
Closed -$247K – 217
2023
Q1 		$247K Sell
14,113
-93
-0.7% -$1.65K 0.05% 218
2022
Q4 		$257K Buy
14,206
+272
+2% +$4.89K 0.05% 229
2022
Q3 		$231K Buy
13,934
+1,553
+13% +$27.6K 0.05% 242
2022
Q2 		$207K Sell
12,381
-1,466
-11% -$27.4K 0.04% 253
2022
Q1 		$261K Buy
13,847
+378
+3% +$6.65K 0.05% 241
2021
Q4 		$213K Buy
+13,469
New +$224K 0.04% 246

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCWP's KMI Position: Q2 2023 in Review

TCWP sold out of Kinder Morgan (KMI) in Q2 2023, closing a stake of 14,113 shares — an estimated $247K sold.

TCWP first reported a position in KMI in Q4 2021 and held it in 6 quarters. The position peaked at $261K in Q1 2022. 1,308 funds tracked by Wall St. Rank hold KMI as of Q2 2023.

  • TCWP reported no remaining Kinder Morgan position as of Q2 2023 after selling out during the quarter.
  • TCWP sold 14,113 Kinder Morgan shares in Q2 2023, an estimated $247K.
  • TCWP first reported a position in Kinder Morgan in Q4 2021 and held it in 6 quarters.
  • TCWP's Kinder Morgan position peaked at $261K in Q1 2022.
  • 1,308 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2023.

Based on TCWP's 13F filing for Q2 2023, filed 11 Aug 2023.