Briaud Financial Planning’s Kinder Morgan KMI Stock Holding History

Briaud Financial Planning’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 Q3	–	Sell	-681	Closed	-$20K	–	202
2025 Q2	$20K	Buy	681 +324	+91%	+$8.89K	0.01%	169
2025 Q1	$10K	Buy	357 +4	+1%	+$111	﹤0.01%	144
2024 Q4	$9K	Buy	353 +3	+0.9%	+$78	﹤0.01%	140
2024 Q3	$7K	Buy	350 +5	+1%	+$105	﹤0.01%	111
2024 Q2	$6K	Buy	345 +4	+1%	+$76	﹤0.01%	111
2024 Q1	$7K	Buy	+341	New	+$5.96K	﹤0.01%	102
2023 Q4	–	Sell	-329	Closed	-$5K	–	92
2023 Q3	$5K	Buy	+329	New	+$5.67K	﹤0.01%	116

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Briaud Financial Planning's KMI Position: Q3 2025 in Review

Briaud Financial Planning sold out of Kinder Morgan (KMI) in Q3 2025, closing a stake of 681 shares — an estimated $20K sold.

Briaud Financial Planning first reported a position in KMI in Q3 2023 and held it in 7 quarters. The position peaked at $20K in Q2 2025. 1,681 funds tracked by Wall St. Rank hold KMI as of Q3 2025.

Briaud Financial Planning reported no remaining Kinder Morgan position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 681 Kinder Morgan shares in Q3 2025, an estimated $20K.
Briaud Financial Planning first reported a position in Kinder Morgan in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's Kinder Morgan position peaked at $20K in Q2 2025.
1,681 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.