Number of Shares
6,046.00
Current Holdings Value*
$172,490.00
% of Portfolio
1.52%
Total Estimate Gain
$111,360.72
% of Total Estimate Gain
37.39%

Fundamental Equity Income Fund's Kinder Morgan Inc Holding Summary

As of 2025-03-31, Fundamental Equity Income Fund held 6,046.00 shares of Kinder Morgan Inc(KMI), totaling $172,490.00. This investment constitutes 1.52% of their stock portfolio, and Fundamental Equity Income Fund now holds 0% of the outstanding Kinder Morgan Inc(KMI) stock.

The initial trade took place in 2022Q2. And since then Fundamental Equity Income Fund has made 3 purchases of KMI, at an average price of $18.80, for a total of 15,844.00 shares. In addition, there have been 3 sales at an average price of $24.23 for 9,798.00 shares. Based on historical transaction data and KMI's current price of $28.41, Fundamental Equity Income Fund's estimated gain on his KMI holdings is $111,360.72, reflecting a 37.39% gain to date.

Fundamental Equity Income Fund KMI ($28.41) Holding Chart

Fundamental Equity Income Fund KMI ($28.41) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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