XML Financial’s Kinder Morgan KMI Stock Holding History

XML Financial’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
2026 Q1	$7.82M	Sell	233,351 -5,741	-2%	-$179K	0.63%	46
2025 Q4	$6.57M	Sell	239,092 -44,007	-16%	-$1.19M	0.54%	52
2025 Q3	$8.01M	Sell	283,099 -13,575	-5%	-$372K	0.65%	43
2025 Q2	$8.72M	Buy	296,674 +195	+0.1%	+$5.35K	0.75%	37
2025 Q1	$8.46M	Sell	296,479 -6,973	-2%	-$193K	0.79%	35
2024 Q4	$8.31M	Sell	303,452 -4,538	-1%	-$118K	0.76%	35
2024 Q3	$6.8M	Sell	307,990 -6,090	-2%	-$128K	0.63%	47
2024 Q2	$6.24M	Sell	314,080 -10,444	-3%	-$199K	0.63%	44
2024 Q1	$5.95M	Sell	324,524 -49,452	-13%	-$864K	0.61%	45
2023 Q4	$6.6M	Buy	373,976 +18,867	+5%	+$322K	0.7%	45
2023 Q3	$5.89M	Buy	355,109 +6,668	+2%	+$115K	0.71%	44
2023 Q2	$6M	Buy	348,441 +28,180	+9%	+$479K	0.69%	45
2023 Q1	$5.61M	Buy	320,261 +23,904	+8%	+$425K	0.68%	47
2022 Q4	$5.36M	Buy	296,357 +17,496	+6%	+$315K	0.67%	48
2022 Q3	$4.64M	Buy	+278,861	New	+$4.96M	0.64%	48
2022 Q2	–	Sell	-235,566	Closed	-$4.46M	–	282
2022 Q1	$4.46M	Buy	235,566 +14,804	+7%	+$261K	0.53%	59
2021 Q4	$3.5M	Buy	220,762 +60,901	+38%	+$1.01M	0.42%	69
2021 Q3	$2.67M	Buy	+159,861	New	+$2.72M	0.36%	84

Other funds holding KMI

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return