Pinnacle Wealth Planning Services
KMI icon

Pinnacle Wealth Planning Services’s Kinder Morgan KMI Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$712K Sell
23,607
-2,507
-10% -$79.5K 0.07% 168
2026
Q2 		$835K Buy
26,114
+1
+0% +$32 0.08% 140
2026
Q1 		$876K Sell
26,113
-382
-1% -$11.9K 0.09% 120
2025
Q4 		$728K Buy
26,495
+921
+4% +$24.9K 0.08% 137
2025
Q3 		$724K Buy
25,574
+4,134
+19% +$113K 0.08% 136
2025
Q2 		$630K Buy
21,440
+3,936
+22% +$108K 0.08% 155
2025
Q1 		$499K Sell
17,504
-216
-1% -$5.98K 0.08% 164
2024
Q4 		$486K Sell
17,720
-6,049
-25% -$158K 0.07% 161
2024
Q3 		$525K Sell
23,769
-35
-0.1% -$737 0.07% 183
2024
Q2 		$473K Sell
23,804
-402
-2% -$7.66K 0.07% 195
2024
Q1 		$444K Buy
24,206
+751
+3% +$13.1K 0.07% 209
2023
Q4 		$414K Sell
23,455
-762
-3% -$13K 0.07% 204
2023
Q3 		$402K Sell
24,217
-154
-0.6% -$2.66K 0.07% 197
2023
Q2 		$420K Sell
24,371
-1,411
-5% -$24K 0.07% 200
2023
Q1 		$451K Buy
25,782
+730
+3% +$13K 0.08% 190
2022
Q4 		$453K Sell
25,052
-1,931
-7% -$34.7K 0.08% 182
2022
Q3 		$449K Buy
26,983
+2,165
+9% +$38.5K 0.08% 157
2022
Q2 		$416K Buy
24,818
+1,639
+7% +$30.7K 0.07% 181
2022
Q1 		$438K Buy
23,179
+933
+4% +$16.4K 0.08% 189
2021
Q4 		$353K Buy
22,246
+2,137
+11% +$35.6K 0.07% 231
2021
Q3 		$336K Buy
20,109
+15
+0.1% +$255 0.07% 220
2021
Q2 		$367K Buy
20,094
+1,094
+6% +$19.5K 0.09% 195
2021
Q1 		$317K Buy
19,000
+5,357
+39% +$81.8K 0.08% 213
2020
Q4 		$186K Sell
13,643
-2,701
-17% -$36.2K 0.04% 300
2020
Q3 		$202K Buy
+16,344
New +$228K 0.07% 238
2020
Q2 		– Sell
-20,365
Closed -$282K – 280
2020
Q1 		$282K Buy
20,365
+5,659
+38% +$108K 0.13% 141
2019
Q4 		$311K Buy
14,706
+1,626
+12% +$32.9K 0.15% 145
2019
Q3 		$269K Buy
+13,080
New +$269K 0.15% 134

Other funds holding KMI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Pinnacle Wealth Planning Services's KMI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Kinder Morgan (KMI) stake by 9.6% in Q3 2026, selling an estimated $79.5K and leaving 23,607 shares worth $712K. The position accounts for 0.07% of the portfolio, ranked #168.

Pinnacle Wealth Planning Services first reported a position in KMI in Q3 2019 and has held it in 28 quarters since. The position peaked at $876K in Q1 2026. 684 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 23,607 shares of Kinder Morgan worth $712K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 2,507 Kinder Morgan shares in Q3 2026, an estimated $79.5K.
  • Kinder Morgan made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #168 holding.
  • Pinnacle Wealth Planning Services first reported a position in Kinder Morgan in Q3 2019 and has held it in 28 quarters since.
  • Pinnacle Wealth Planning Services's Kinder Morgan position peaked at $876K in Q1 2026.
  • 684 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.