TIM
KEX icon

Tortoise Investment Management’s Kirby Corp KEX Stock Holding History

Tortoise Investment Management’s Portfolio KEX Stock Details KEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20
Closed -$1.67K – 858
2025
Q3 		$1.67K Buy
20
+1
+5% +$100 ﹤0.01% 922
2025
Q2 		$2.15K Hold
19
– – ﹤0.01% 785
2025
Q1 		$1.92K Hold
19
– – ﹤0.01% 714
2024
Q4 		$2.01K Hold
19
– – ﹤0.01% 759
2024
Q3 		$2.33K Hold
19
– – ﹤0.01% 754
2024
Q2 		$2.27K Hold
19
– – ﹤0.01% 773
2024
Q1 		$1.81K Buy
+19
New +$1.6K ﹤0.01% 784

Other funds holding KEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tortoise Investment Management's KEX Position: Q4 2025 in Review

Tortoise Investment Management sold out of Kirby Corp (KEX) in Q4 2025, closing a stake of 20 shares — an estimated $1.67K sold.

Tortoise Investment Management first reported a position in KEX in Q1 2024 and held it in 7 quarters. The position peaked at $2.33K in Q3 2024. 411 funds tracked by Wall St. Rank hold KEX as of Q4 2025.

  • Tortoise Investment Management reported no remaining Kirby Corp position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 20 Kirby Corp shares in Q4 2025, an estimated $1.67K.
  • Tortoise Investment Management first reported a position in Kirby Corp in Q1 2024 and held it in 7 quarters.
  • Tortoise Investment Management's Kirby Corp position peaked at $2.33K in Q3 2024.
  • 411 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.