VisionPoint Advisory Group’s Kinder Morgan KMI Stock Holding History

VisionPoint Advisory Group’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 Q1	–	Sell	-7,692	Closed	-$216K	–	263
2024 Q4	$216K	Sell	7,692 -455	-6%	-$11.9K	0.07%	176
2024 Q3	$180K	Sell	8,147 -263	-3%	-$5.54K	0.06%	181
2024 Q2	$167K	Buy	8,410 +2,085	+33%	+$39.8K	0.06%	178
2024 Q1	$116K	Buy	+6,325	New	+$110K	0.04%	198
2023 Q4	–	Sell	-24	Closed	-$398	–	815
2023 Q3	$398	Sell	24 -883	-97%	-$15.2K	﹤0.01%	637
2023 Q2	$15.6K	Buy	+907	New	+$15.4K	0.01%	330

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

VisionPoint Advisory Group's KMI Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of Kinder Morgan (KMI) in Q1 2025, closing a stake of 7,692 shares — an estimated $216K sold.

VisionPoint Advisory Group first reported a position in KMI in Q2 2023 and held it in 6 quarters. The position peaked at $216K in Q4 2024. 1,642 funds tracked by Wall St. Rank hold KMI as of Q1 2025.

VisionPoint Advisory Group reported no remaining Kinder Morgan position as of Q1 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 7,692 Kinder Morgan shares in Q1 2025, an estimated $216K.
VisionPoint Advisory Group first reported a position in Kinder Morgan in Q2 2023 and held it in 6 quarters.
VisionPoint Advisory Group's Kinder Morgan position peaked at $216K in Q4 2024.
1,642 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.