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CarsonAllaria Wealth Management’s Kinder Morgan KMI Stock Holding History

CarsonAllaria Wealth Management’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
-136
Closed -$4.01K – 217
2025
Q2 		$4.01K Hold
136
– – ﹤0.01% 296
2025
Q1 		$3.89K Buy
+136
New +$3.77K ﹤0.01% 304

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

CarsonAllaria Wealth Management's KMI Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Kinder Morgan (KMI) in Q3 2025, closing a stake of 136 shares — an estimated $4.01K sold.

CarsonAllaria Wealth Management first reported a position in KMI in Q1 2025 and held it in 2 quarters. The position peaked at $4.01K in Q2 2025. 1,681 funds tracked by Wall St. Rank hold KMI as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Kinder Morgan position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 136 Kinder Morgan shares in Q3 2025, an estimated $4.01K.
  • CarsonAllaria Wealth Management first reported a position in Kinder Morgan in Q1 2025 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's Kinder Morgan position peaked at $4.01K in Q2 2025.
  • 1,681 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.