LWA
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Lowe Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Lowe Wealth Advisors’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 		$5.01K Hold
177
– – ﹤0.01% 287
2025
Q2 		$5.2K Hold
177
– – ﹤0.01% 281
2025
Q1 		$5.05K Hold
177
– – ﹤0.01% 284
2024
Q4 		$4.85K Buy
+177
New +$4.61K ﹤0.01% 280
2017
Q4 		– Sell
-213
Closed -$4K – 261
2017
Q3 		$4K Buy
+213
New +$4.15K ﹤0.01% 192
2015
Q4 		– Sell
-500
Closed -$14K – 242
2015
Q3 		$14K Sell
500
-2,014
-80% -$66.7K 0.01% 105
2015
Q2 		$97K Hold
2,514
– – 0.07% 45
2015
Q1 		$106K Buy
2,514
+102
+4% +$4.22K 0.07% 43
2014
Q4 		$102K Buy
+2,412
New +$95K 0.07% 44

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