Estate Planners Group’s Kinder Morgan KMI Stock Holding History

Estate Planners Group’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
2026 Q1	–	Sell	-127	Closed	-$3.49K	–	253
2025 Q4	$3.49K	Buy	+127	New	+$3.43K	﹤0.01%	367

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Estate Planners Group's KMI Position: Q1 2026 in Review

Estate Planners Group sold out of Kinder Morgan (KMI) in Q1 2026, closing a stake of 127 shares — an estimated $3.49K sold.

Estate Planners Group first reported a position in KMI in Q4 2025 and held it in 1 quarter. The position peaked at $3.49K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Estate Planners Group reported no remaining Kinder Morgan position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 127 Kinder Morgan shares in Q1 2026, an estimated $3.49K.
Estate Planners Group first reported a position in Kinder Morgan in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Kinder Morgan position peaked at $3.49K in Q4 2025.
1,839 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.