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This page summarizes the KIE holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether KIE is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing KIE Share Count |
|---|
| Ellis Investment Partners LLC |
13,962 |
19,207 |
+5,245 |
+37.57% |
| Brookstone Capital Management |
70,121 |
73,722 |
+3,601 |
+5.14% |
| 13F Filers Reporting New Positions In KIE |
|---|
| Mather Group LLC. |
0 |
134 |
+134 |
+100% |
| Vicus Capital |
0 |
55,440 |
+55,440 |
+100% |
| Sound Income Strategies LLC |
0 |
93 |
+93 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| NBC Securities Inc. |
200 |
200 |
UNCH |
0.00% |
| Barrett & Company Inc. |
53 |
53 |
UNCH |
0.00% |
| Factory Mutual Insurance Co. |
615,100 |
615,100 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
279 |
279 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
6 |
6 |
UNCH |
0.00% |
| Peoples Bank KS |
220 |
220 |
UNCH |
0.00% |
| 1858 Wealth Management LLC |
12,985 |
12,985 |
UNCH |
0.00% |
| 13F Filers Decreasing KIE Share Count |
|---|
| Insight Wealth Strategies LLC |
332,183 |
168,446 |
-163,737 |
-49.29% |
| Stratos Wealth Advisors LLC |
6,696 |
5,823 |
-873 |
-13.04% |
| Toth Financial Advisory Corp |
13,837 |
13,394 |
-443 |
-3.20% |
| Peak Financial Advisors LLC |
7,698 |
7,555 |
-143 |
-1.86% |
| All Season Financial Advisors Inc. |
10,476 |
10,342 |
-134 |
-1.28% |
| Triangle Securities Wealth Management |
85,829 |
84,950 |
-879 |
-1.02% |
| 13F Filers Exiting KIE |
|---|
| International Assets Investment Management LLC |
3,888 |
0 |
-3,888 |
-100.00% |
| Tsfg LLC |
10 |
0 |
-10 |
-100.00% |
See Summary: Institutional Holders of KIE
See Details: Top 10 Hedge Funds Holding KIE
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