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Mark Sheptoff Financial Planning’s Kinder Morgan KMI Stock Holding History

Mark Sheptoff Financial 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
2026
Q1 		$6.69K Buy
207
+2
+1% +$62 ﹤0.01% 393
2025
Q4 		$5.64K Buy
205
+2
+1% +$54 ﹤0.01% 419
2025
Q3 		$5.75K Hold
203
– – ﹤0.01% 401
2025
Q2 		$5.97K Hold
203
– – ﹤0.01% 387
2025
Q1 		$5.79K Hold
203
– – ﹤0.01% 364
2024
Q4 		$5.56K Buy
+203
New +$5.29K ﹤0.01% 359
2018
Q3 		– Sell
-700
Closed -$12K – 369
2018
Q2 		$12K Hold
700
– – 0.01% 265
2018
Q1 		$11K Buy
+700
New +$12.1K 0.01% 275
2017
Q3 		– Sell
-219
Closed -$4K – 382
2017
Q2 		$4K Sell
219
-1
-0.5% -$20 ﹤0.01% 315
2017
Q1 		$5K Buy
220
+1
+0.5% +$22 ﹤0.01% 306
2016
Q4 		$5K Hold
219
– – ﹤0.01% 296
2016
Q3 		$5K Hold
219
– – ﹤0.01% 292
2016
Q2 		$4K Hold
219
– – ﹤0.01% 293
2016
Q1 		$4K Hold
219
– – ﹤0.01% 291
2015
Q4 		$3K Hold
219
– – ﹤0.01% 319
2015
Q3 		$6K Sell
219
-438
-67% -$14.5K 0.01% 274
2015
Q2 		$25K Hold
657
– – 0.02% 205
2015
Q1 		$28K Sell
657
-438
-40% -$18.1K 0.02% 199
2014
Q4 		$46K Buy
1,095
+50
+5% +$1.97K 0.04% 174
2014
Q3 		$40K Sell
1,045
-1,563
-60% -$59.4K 0.04% 180
2014
Q2 		$95K Sell
2,608
-200
-7% -$6.75K 0.08% 145
2014
Q1 		$91K Buy
+2,808
New +$94.1K 0.08% 149

Other funds holding KMI

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mark Sheptoff Financial Planning's KMI Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its Kinder Morgan (KMI) stake by 0.98% in Q1 2026, buying an estimated $62 and bringing the position to 207 shares worth $6.69K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Mark Sheptoff Financial Planning first reported a position in KMI in Q1 2014 and has held it in 22 quarters since. The position peaked at $95K in Q2 2014. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Mark Sheptoff Financial Planning held 207 shares of Kinder Morgan worth $6.69K as of Q1 2026.
  • Mark Sheptoff Financial Planning bought 2 Kinder Morgan shares in Q1 2026, an estimated $62.
  • Kinder Morgan made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #393 holding.
  • Mark Sheptoff Financial Planning first reported a position in Kinder Morgan in Q1 2014 and has held it in 22 quarters since.
  • Mark Sheptoff Financial Planning's Kinder Morgan position peaked at $95K in Q2 2014.
  • 1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.