Planned Solutions’s Kinder Morgan KMI Stock Holding History

Planned 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
2024 Q4	–	Sell	-3,499	Closed	-$77.3K	–	396
2024 Q3	$77.3K	Buy	+3,499	New	+$73.7K	0.03%	244
2024 Q1	–	Sell	-384	Closed	-$6.77K	–	337
2023 Q4	$6.77K	Buy	+384	New	+$6.54K	﹤0.01%	456
2021 Q1	–	Sell	-250	Closed	-$3K	–	251
2020 Q4	$3K	Hold	250	–	–	﹤0.01%	421
2020 Q3	$3K	Buy	+250	New	+$3.48K	﹤0.01%	300

Other funds holding KMI

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Planned Solutions's KMI Position: Q4 2024 in Review

Planned Solutions sold out of Kinder Morgan (KMI) in Q4 2024, closing a stake of 3,499 shares — an estimated $77.3K sold.

Planned Solutions first reported a position in KMI in Q3 2020 and held it in 4 quarters. The position peaked at $77.3K in Q3 2024. 1,600 funds tracked by Wall St. Rank hold KMI as of Q4 2024.

Planned Solutions reported no remaining Kinder Morgan position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 3,499 Kinder Morgan shares in Q4 2024, an estimated $77.3K.
Planned Solutions first reported a position in Kinder Morgan in Q3 2020 and held it in 4 quarters.
Planned Solutions's Kinder Morgan position peaked at $77.3K in Q3 2024.
1,600 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.