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Carolinas Wealth Consulting’s Kinder Morgan KMI Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-155
Closed -$4.42K – 517
2025
Q1 		$4.42K Sell
155
-7
-4% -$194 ﹤0.01% 632
2024
Q4 		$4.44K Buy
162
+99
+157% +$2.58K ﹤0.01% 663
2024
Q3 		$1.39K Buy
63
+15
+31% +$316 ﹤0.01% 874
2024
Q2 		$954 Hold
48
– – ﹤0.01% 921
2024
Q1 		$880 Buy
48
+5
+12% +$87 ﹤0.01% 919
2023
Q4 		$759 Hold
43
– – ﹤0.01% 863
2023
Q3 		$697 Hold
43
– – ﹤0.01% 888
2023
Q2 		$740 Hold
43
– – ﹤0.01% 940
2023
Q1 		$753 Hold
43
– – ﹤0.01% 938
2022
Q4 		$777 Sell
43
-248
-85% -$4.46K ﹤0.01% 939
2022
Q3 		$5K Hold
291
– – ﹤0.01% 657
2022
Q2 		$5K Hold
291
– – ﹤0.01% 657
2022
Q1 		$6K Sell
291
-1,000
-77% -$17.6K ﹤0.01% 681
2021
Q4 		$20K Buy
1,291
+1,248
+2,902% +$20.8K ﹤0.01% 496
2021
Q3 		$1K Sell
43
-3,103
-99% -$52.7K ﹤0.01% 876
2021
Q2 		$57K Buy
3,146
+46
+1% +$820 0.01% 345
2021
Q1 		$52K Buy
3,100
+54
+2% +$825 0.01% 352
2020
Q4 		$42K Buy
3,046
+54
+2% +$723 0.01% 365
2020
Q3 		$37K Buy
2,992
+2,905
+3,339% +$40.5K 0.01% 318
2020
Q2 		$1K Buy
+87
New +$1.32K ﹤0.01% 583

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Carolinas Wealth Consulting's KMI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Kinder Morgan (KMI) in Q2 2025, closing a stake of 155 shares — an estimated $4.42K sold.

Carolinas Wealth Consulting first reported a position in KMI in Q2 2020 and held it in 20 quarters. The position peaked at $57K in Q2 2021. 1,668 funds tracked by Wall St. Rank hold KMI as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Kinder Morgan position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 155 Kinder Morgan shares in Q2 2025, an estimated $4.42K.
  • Carolinas Wealth Consulting first reported a position in Kinder Morgan in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Kinder Morgan position peaked at $57K in Q2 2021.
  • 1,668 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.