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Tortoise Index Solutions’s Kinder Morgan KMI Stock Holding History

Tortoise Index Solutions’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 		$32.9M Sell
1,794,668
-295,538
-14% -$5.16M 6.63% 6
2023
Q4 		$36.9M Buy
2,090,206
+83,509
+4% +$1.42M 6.85% 5
2023
Q3 		$33.3M Sell
2,006,697
-79,531
-4% -$1.37M 6.91% 6
2023
Q2 		$35.9M Sell
2,086,228
-157,219
-7% -$2.67M 7.33% 4
2023
Q1 		$39.3M Sell
2,243,447
-126,142
-5% -$2.24M 7.49% 2
2022
Q4 		$10.5M Buy
2,369,589
+114,501
+5% +$2.06M 1.83% 15
2022
Q3 		$37.5M Buy
2,255,088
+85,986
+4% +$1.53M 7.28% 3
2022
Q2 		$36.4M Buy
2,169,102
+121,207
+6% +$2.27M 6.85% 4
2022
Q1 		$38.7M Buy
2,047,895
+91,149
+5% +$1.6M 6.98% 4
2021
Q4 		$31M Buy
1,956,746
+72,582
+4% +$1.21M 6.84% 3
2021
Q3 		$31.5M Sell
1,884,164
-153,278
-8% -$2.6M 7.49% 1
2021
Q2 		$37.1M Buy
2,037,442
+51,634
+3% +$921K 7.77% 2
2021
Q1 		$33.1M Buy
1,985,808
+5,779
+0.3% +$88.3K 7.94% 1
2020
Q4 		$27.1M Buy
1,980,029
+317,111
+19% +$4.24M 7.64% 2
2020
Q3 		$20.5M Buy
1,662,918
+194,027
+13% +$2.7M 7.88% 2
2020
Q2 		$22.3M Buy
1,468,891
+43,157
+3% +$656K 7.76% 3
2020
Q1 		$19.8M Sell
1,425,734
-324,367
-19% -$6.17M 8.11% 3
2019
Q4 		$37M Buy
1,750,101
+494,834
+39% +$10M 8.02% 1
2019
Q3 		$25.9M Buy
1,255,267
+12,807
+1% +$263K 7.8% 3
2019
Q2 		$25.9M Sell
1,242,460
-10,518
-0.8% -$212K 7.67% 4
2019
Q1 		$25.1M Sell
1,252,978
-145,951
-10% -$2.72M 7.45% 5
2018
Q4 		$21.5M Buy
1,398,929
+706,360
+102% +$12M 8.18% 2
2018
Q3 		$12.3M Buy
692,569
+40,433
+6% +$723K 8.05% 2
2018
Q2 		$11.5M Buy
652,136
+103,886
+19% +$1.7M 8.24% 2
2018
Q1 		$8.26M Buy
548,250
+39,600
+8% +$686K 7.61% 4
2017
Q4 		$9.19M Buy
+508,650
New +$9.13M 8.19% 1
2015
Q3 		$1.61M Buy
58,112
+12,492
+27% +$414K 7.93% 3
2015
Q2 		$1.75M Buy
+45,620
New +$1.9M 7.94% 3

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tortoise Index Solutions's KMI Position: Q1 2024 in Review

Tortoise Index Solutions reduced its Kinder Morgan (KMI) stake by 14% in Q1 2024, selling an estimated $5.16M and leaving 1,794,668 shares worth $32.9M. The position accounts for 6.63% of the portfolio, ranked #6.

Tortoise Index Solutions first reported a position in KMI in Q2 2015 and has held it in 28 quarters since. The position peaked at $39.3M in Q1 2023. 1,369 funds tracked by Wall St. Rank hold KMI as of Q1 2024.

  • Tortoise Index Solutions held 1,794,668 shares of Kinder Morgan worth $32.9M as of Q1 2024.
  • Tortoise Index Solutions sold 295,538 Kinder Morgan shares in Q1 2024, an estimated $5.16M.
  • Kinder Morgan made up 6.63% of Tortoise Index Solutions's portfolio in Q1 2024, its #6 holding.
  • Tortoise Index Solutions first reported a position in Kinder Morgan in Q2 2015 and has held it in 28 quarters since.
  • Tortoise Index Solutions's Kinder Morgan position peaked at $39.3M in Q1 2023.
  • 1,369 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2024.

Based on Tortoise Index Solutions's 13F filing for Q1 2024, filed 10 May 2024.