Penney Financial’s Kinder Morgan KMI Stock Holding History

Penney Financial’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	–	Sell	-9,381	Closed	-$276K	–	51
2025 Q2	$276K	Hold	9,381	–	–	0.14%	35
2025 Q1	$268K	Hold	9,381	–	–	0.18%	33
2024 Q4	$257K	Hold	9,381	–	–	0.17%	33
2024 Q3	$207K	Buy	+9,381	New	+$198K	0.14%	36

Other funds holding KMI

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Penney Financial's KMI Position: Q3 2025 in Review

Penney Financial sold out of Kinder Morgan (KMI) in Q3 2025, closing a stake of 9,381 shares — an estimated $276K sold.

Penney Financial first reported a position in KMI in Q3 2024 and held it in 4 quarters. The position peaked at $276K in Q2 2025. 1,681 funds tracked by Wall St. Rank hold KMI as of Q3 2025.

Penney Financial reported no remaining Kinder Morgan position as of Q3 2025 after selling out during the quarter.
Penney Financial sold 9,381 Kinder Morgan shares in Q3 2025, an estimated $276K.
Penney Financial first reported a position in Kinder Morgan in Q3 2024 and held it in 4 quarters.
Penney Financial's Kinder Morgan position peaked at $276K in Q2 2025.
1,681 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2025.

Based on Penney Financial's 13F filing for Q3 2025, filed 21 Oct 2025.