Personal CFO Solutions’s Kinder Morgan KMI Stock Holding History

Personal CFO Solutions’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	$203K	Sell	6,042 -1,854	-23%	-$57.9K	0.03%	509
2025 Q4	$217K	Buy	7,896 +340	+4%	+$9.19K	0.03%	477
2025 Q3	$214K	Sell	7,556 -285	-4%	-$7.8K	0.04%	469
2025 Q2	$231K	Sell	7,841 -215	-3%	-$5.9K	0.04%	423
2025 Q1	$230K	Sell	8,056 -1,290	-14%	-$35.7K	0.05%	388
2024 Q4	$256K	Buy	+9,346	New	+$244K	0.05%	375
2022 Q4	–	Sell	-10,370	Closed	-$173K	–	478
2022 Q3	$173K	Buy	+10,370	New	+$184K	0.04%	387
2021 Q3	–	Sell	-11,038	Closed	-$201K	–	465
2021 Q2	$201K	Buy	+11,038	New	+$197K	0.04%	411
2021 Q1	–	Sell	-11,408	Closed	-$156K	–	427
2020 Q4	$156K	Buy	+11,408	New	+$153K	0.04%	358
2020 Q3	–	Sell	-17,799	Closed	-$270K	–	244
2020 Q2	$270K	Buy	17,799 +2,253	+14%	+$34.2K	0.08%	226
2020 Q1	$216K	Buy	+15,546	New	+$296K	0.08%	226

Other funds holding KMI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Personal CFO Solutions's KMI Position: Q1 2026 in Review

Personal CFO Solutions reduced its Kinder Morgan (KMI) stake by 23% in Q1 2026, selling an estimated $57.9K and leaving 6,042 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #509.

Personal CFO Solutions first reported a position in KMI in Q1 2020 and has held it in 11 quarters since. The position peaked at $270K in Q2 2020. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Personal CFO Solutions held 6,042 shares of Kinder Morgan worth $203K as of Q1 2026.
Personal CFO Solutions sold 1,854 Kinder Morgan shares in Q1 2026, an estimated $57.9K.
Kinder Morgan made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #509 holding.
Personal CFO Solutions first reported a position in Kinder Morgan in Q1 2020 and has held it in 11 quarters since.
Personal CFO Solutions's Kinder Morgan position peaked at $270K in Q2 2020.
1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.