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USA Financial Formulas’s Kinder Morgan KMI Stock Holding History

USA Financial Formulas’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
2025
Q2 		– Sell
-41,562
Closed -$1.19M – 313
2025
Q1 		$1.19M Sell
41,562
-6,709
-14% -$186K 0.2% 39
2024
Q4 		$1.32M Buy
48,271
+10,538
+28% +$275K 0.21% 22
2024
Q3 		$834K Buy
+37,733
New +$795K 0.13% 75
2023
Q3 		– Sell
-19
Closed -$327 – 523
2023
Q2 		$327 Hold
19
– – ﹤0.01% 467
2023
Q1 		$333 Buy
+19
New +$338 ﹤0.01% 401
2022
Q3 		$0 Hold
19
– – ﹤0.01% 360
2022
Q2 		$0 Hold
19
– – ﹤0.01% 390
2022
Q1 		$0 Hold
19
– – ﹤0.01% 430
2021
Q4 		$0 Hold
19
– – ﹤0.01% 444
2021
Q3 		$0 Hold
19
– – ﹤0.01% 444
2021
Q2 		$0 Hold
19
– – ﹤0.01% 410
2021
Q1 		$0 Hold
19
– – ﹤0.01% 387
2020
Q4 		$0 Hold
19
– – ﹤0.01% 377
2020
Q3 		$0 Hold
19
– – ﹤0.01% 346
2020
Q2 		$0 Hold
19
– – ﹤0.01% 284
2020
Q1 		$0 Hold
19
– – ﹤0.01% 272
2019
Q4 		$0 Sell
19
-7,862
-100% -$159K ﹤0.01% 272
2019
Q3 		$162K Sell
7,881
-96,825
-92% -$1.99M 0.06% 144
2019
Q2 		$2.1M Buy
104,706
+23,852
+30% +$481K 1.05% 20
2019
Q1 		$1.62M Buy
+80,854
New +$1.51M 1.02% 20

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

USA Financial Formulas's KMI Position: Q2 2025 in Review

USA Financial Formulas sold out of Kinder Morgan (KMI) in Q2 2025, closing a stake of 41,562 shares — an estimated $1.19M sold.

USA Financial Formulas first reported a position in KMI in Q1 2019 and held it in 20 quarters. The position peaked at $2.1M in Q2 2019. 1,668 funds tracked by Wall St. Rank hold KMI as of Q2 2025.

  • USA Financial Formulas reported no remaining Kinder Morgan position as of Q2 2025 after selling out during the quarter.
  • USA Financial Formulas sold 41,562 Kinder Morgan shares in Q2 2025, an estimated $1.19M.
  • USA Financial Formulas first reported a position in Kinder Morgan in Q1 2019 and held it in 20 quarters.
  • USA Financial Formulas's Kinder Morgan position peaked at $2.1M in Q2 2019.
  • 1,668 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.