Number of Shares
319,937.00
Current Holdings Value*
$9.13 Mil
% of Portfolio
2.95%
Total Estimate Gain
$3.72 Mil
% of Total Estimate Gain
42.07%

NORTHCAPE WEALTH MANAGEMENT, LLC's Kinder Morgan Inc Holding Summary

As of 2025-03-31, NORTHCAPE WEALTH MANAGEMENT, LLC held 319,937.00 shares of Kinder Morgan Inc(KMI), totaling $9.13 Mil. This investment constitutes 2.95% of their stock portfolio, and NORTHCAPE WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Kinder Morgan Inc(KMI) stock.

The initial trade took place in 2021Q4. And since then NORTHCAPE WEALTH MANAGEMENT, LLC has made 6 purchases of KMI, at an average price of $17.03, for a total of 519,383.00 shares. In addition, there have been 7 sales at an average price of $19.02 for 199,446.00 shares. Based on historical transaction data and KMI's current price of $27.42, NORTHCAPE WEALTH MANAGEMENT, LLC's estimated gain on his KMI holdings is $3.72 Mil, reflecting a 42.07% gain to date.

NORTHCAPE WEALTH MANAGEMENT, LLC KMI ($27.42) Holding Chart

NORTHCAPE WEALTH MANAGEMENT, LLC KMI ($27.42) 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 %

Top Ranked Articles

  • 1