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Consolidated Planning Corp’s Kinder Morgan KMI Stock Holding History

Consolidated Planning Corp’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
-305,908
Closed -$8.99M – 208
2025
Q2 		$8.99M Buy
305,908
+5,292
+2% +$145K 1.13% 25
2025
Q1 		$8.58M Buy
300,616
+4,468
+2% +$124K 1.18% 23
2024
Q4 		$8.11M Buy
296,148
+1,564
+0.5% +$40.8K 1.1% 25
2024
Q3 		$6.51M Buy
294,584
+5,473
+2% +$115K 0.97% 30
2024
Q2 		$5.74M Buy
+289,111
New +$5.51M 0.95% 32
2021
Q4 		– Sell
-8,034
Closed -$134K – 266
2021
Q3 		$134K Buy
+8,034
New +$136K 0.09% 79

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Consolidated Planning Corp's KMI Position: Q3 2025 in Review

Consolidated Planning Corp sold out of Kinder Morgan (KMI) in Q3 2025, closing a stake of 305,908 shares — an estimated $8.99M sold.

Consolidated Planning Corp first reported a position in KMI in Q3 2021 and held it in 6 quarters. The position peaked at $8.99M in Q2 2025. 1,678 funds tracked by Wall St. Rank hold KMI as of Q3 2025.

  • Consolidated Planning Corp reported no remaining Kinder Morgan position as of Q3 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 305,908 Kinder Morgan shares in Q3 2025, an estimated $8.99M.
  • Consolidated Planning Corp first reported a position in Kinder Morgan in Q3 2021 and held it in 6 quarters.
  • Consolidated Planning Corp's Kinder Morgan position peaked at $8.99M in Q2 2025.
  • 1,678 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2025.

Based on Consolidated Planning Corp's 13F filing for Q3 2025, filed 27 Oct 2025.