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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
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% -$7.67K 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% -$2.65K 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

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

Pinnacle Wealth Planning Services's KMI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Kinder Morgan (KMI) stake by 1.4% in Q1 2026, selling an estimated $11.9K and leaving 26,113 shares worth $876K. The position accounts for 0.09% of the portfolio, ranked #120.

Pinnacle Wealth Planning Services first reported a position in KMI in Q3 2019 and has held it in 26 quarters since. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 26,113 shares of Kinder Morgan worth $876K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 382 Kinder Morgan shares in Q1 2026, an estimated $11.9K.
  • Kinder Morgan made up 0.09% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #120 holding.
  • Pinnacle Wealth Planning Services first reported a position in Kinder Morgan in Q3 2019 and has held it in 26 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.