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Cassady Schiller Wealth Management’s Kinder Morgan KMI Stock Holding History

Cassady Schiller 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
2024
Q4 		$4.6K Buy
+168
New +$4.38K ﹤0.01% 422
2022
Q1 		– Sell
-17
Closed – – 365
2021
Q4 		$0 Buy
+17
New +$283 ﹤0.01% 604

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cassady Schiller Wealth Management's KMI Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Kinder Morgan (KMI) in Q4 2024: 168 shares worth $4.6K. The stake represents ﹤0.01% of the portfolio and ranks #422 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in KMI as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in KMI in Q4 2021 and has held it in 2 quarters since. 1,600 funds tracked by Wall St. Rank hold KMI as of Q4 2024.

  • Cassady Schiller Wealth Management held 168 shares of Kinder Morgan worth $4.6K as of Q4 2024.
  • Kinder Morgan was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Kinder Morgan made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #422 holding.
  • Cassady Schiller Wealth Management first reported a position in Kinder Morgan in Q4 2021 and has held it in 2 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.