Creative Planning’s Kinder Morgan KMI Stock Holding History

Creative 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
2018 Q4	–	Sell	-10,800	Closed	-$49K	–	2027
2018 Q3	$49K	Buy	10,800 +10,500	+3,500%	+$188K	﹤0.01%	1880
2018 Q2	$1K	Buy	+300	New	+$4.91K	﹤0.01%	2024
2017 Q2	–	Sell	-10,000	Closed	-$3K	–	4723
2017 Q1	$3K	Sell	10,000 -16,000	-62%	-$350K	﹤0.01%	4166
2016 Q4	$7K	Buy	26,000 +4,000	+18%	+$84.5K	﹤0.01%	3773
2016 Q3	$31K	Buy	+22,000	New	+$466K	﹤0.01%	2715
2015 Q2	–	Sell	-1,900	Closed	-$4K	–	2106
2015 Q1	$4K	Buy	+1,900	New	+$78.7K	﹤0.01%	3635

Other funds holding KMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning's KMI Position: Q2 2026 in Review

Creative Planning reduced its Kinder Morgan (KMI) stake by 2% in Q2 2026, selling an estimated $540K and leaving 813,410 shares worth $26M. The position accounts for 0.02% of the portfolio, ranked #406.

Creative Planning first reported a position in KMI in Q2 2013 and has held it in 53 quarters since. The position peaked at $27.8M in Q1 2026. 1,834 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Creative Planning held 813,410 shares of Kinder Morgan worth $26M as of Q2 2026.
Creative Planning sold 16,754 Kinder Morgan shares in Q2 2026, an estimated $540K.
Kinder Morgan made up 0.02% of Creative Planning's portfolio in Q2 2026, its #406 holding.
Creative Planning first reported a position in Kinder Morgan in Q2 2013 and has held it in 53 quarters since.
Creative Planning's Kinder Morgan position peaked at $27.8M in Q1 2026.
1,834 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.