Zimmer Partners’s Kinder Morgan KMI Stock Holding History

Zimmer Partners’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	$192M	Buy	5,735,100 +1,719,300	+43%	+$53.7M	4.72%	7
2025 Q4	$110M	Sell	4,015,800 -2,054,300	-34%	-$55.5M	2.91%	11
2025 Q3	$172M	Buy	6,070,100 +3,885,000	+178%	+$106M	4.2%	8
2025 Q2	$64.2M	Sell	2,185,100 -1,047,000	-32%	-$28.7M	1.47%	21
2025 Q1	$92.2M	Buy	3,232,100 +951,100	+42%	+$26.3M	1.87%	18
2024 Q4	$62.5M	Buy	+2,281,000	New	+$59.5M	1.08%	27
2017 Q2	–	Sell	-3,450,000	Closed	-$75M	–	96
2017 Q1	$75M	Sell	3,450,000 -1,183,100	-26%	-$25.9M	1.92%	15
2016 Q4	$96M	Sell	4,633,100 -1,461,000	-24%	-$30.9M	3.05%	11
2016 Q3	$141M	Sell	6,094,100 -4,118,000	-40%	-$87.2M	3.9%	6
2016 Q2	$191M	Buy	10,212,100 +9,686,400	+1,843%	+$173M	5.78%	3
2016 Q1	$9.39M	Sell	525,700 -826,747	-61%	-$13.5M	0.39%	53
2015 Q4	$20.2M	Buy	1,352,447 +1,325,947	+5,004%	+$31.6M	1.51%	18
2015 Q3	$734K	Buy	+26,500	New	+$878K	0.06%	69
2015 Q2	–	Hold	0	–	–	–	92
2014 Q4	–	Hold	0	–	–	–	61
2014 Q3	–	Hold	0	–	–	–	59

Other funds holding KMI

BlackRock New York $5.7T 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 $1.47T 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 $761B AUM 31.28% 1-Year Est. Return