Asset Planning Inc’s Kinder Morgan KMI Stock Holding History

Asset Planning Inc’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
2025 Q4	–	Sell	-721	Closed	-$20.4K	–	300
2025 Q3	$20.4K	Buy	721 +7	+1%	+$192	0.01%	207
2025 Q2	$21K	Buy	714 +8	+1%	+$220	0.02%	199
2025 Q1	$20.1K	Buy	706 +7	+1%	+$194	0.02%	210
2024 Q4	$19.1K	Buy	+699	New	+$18.2K	0.01%	212

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Asset Planning Inc's KMI Position: Q4 2025 in Review

Asset Planning Inc sold out of Kinder Morgan (KMI) in Q4 2025, closing a stake of 721 shares — an estimated $20.4K sold.

Asset Planning Inc first reported a position in KMI in Q4 2024 and held it in 4 quarters. The position peaked at $21K in Q2 2025. 1,738 funds tracked by Wall St. Rank hold KMI as of Q4 2025.

Asset Planning Inc reported no remaining Kinder Morgan position as of Q4 2025 after selling out during the quarter.
Asset Planning Inc sold 721 Kinder Morgan shares in Q4 2025, an estimated $20.4K.
Asset Planning Inc first reported a position in Kinder Morgan in Q4 2024 and held it in 4 quarters.
Asset Planning Inc's Kinder Morgan position peaked at $21K in Q2 2025.
1,738 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2025.

Based on Asset Planning Inc's 13F filing for Q4 2025, filed 3 Feb 2026.