Lauer Wealth’s Kinder Morgan KMI Stock Holding History

Lauer Wealth’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	–	Sell	-10,370	Closed	-$257K	–	42
2024 Q3	$257K	Sell	10,370 -949	-8%	-$20K	0.2%	31
2024 Q2	$228K	Sell	11,319 -5,638	-33%	-$108K	0.18%	41
2024 Q1	$311K	Sell	16,957 -270	-2%	-$4.72K	0.27%	37
2023 Q4	$296K	Buy	17,227 +3,113	+22%	+$53.1K	0.27%	38
2023 Q3	$244K	Sell	14,114 -1,094	-7%	-$18.9K	0.26%	42
2023 Q2	$271K	Buy	+15,208	New	+$258K	0.28%	41

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Lauer Wealth's KMI Position: Q4 2024 in Review

Lauer Wealth sold out of Kinder Morgan (KMI) in Q4 2024, closing a stake of 10,370 shares — an estimated $257K sold.

Lauer Wealth first reported a position in KMI in Q2 2023 and held it in 6 quarters. The position peaked at $311K in Q1 2024. 1,600 funds tracked by Wall St. Rank hold KMI as of Q4 2024.

Lauer Wealth reported no remaining Kinder Morgan position as of Q4 2024 after selling out during the quarter.
Lauer Wealth sold 10,370 Kinder Morgan shares in Q4 2024, an estimated $257K.
Lauer Wealth first reported a position in Kinder Morgan in Q2 2023 and held it in 6 quarters.
Lauer Wealth's Kinder Morgan position peaked at $311K in Q1 2024.
1,600 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2024.

Based on Lauer Wealth's 13F filing for Q4 2024, filed 15 Jan 2025.