PCMC
KMI icon

Planning Capital Management Corporation’s Kinder Morgan KMI Stock Holding History

Planning Capital Management Corporation’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
Q3 		$29.9K Buy
1,352
+797
+144% +$16.8K 0.02% 238
2024
Q2 		$11K Hold
555
– – 0.01% 401
2024
Q1 		$10.2K Sell
555
-839
-60% -$14.7K 0.01% 419
2023
Q4 		$24.6K Buy
+1,394
New +$23.8K 0.02% 255

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Planning Capital Management Corporation's KMI Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Kinder Morgan (KMI) stake by 144% in Q3 2024, buying an estimated $16.8K and bringing the position to 1,352 shares worth $29.9K. The position accounts for 0.02% of the portfolio, ranked #238.

Planning Capital Management Corporation first reported a position in KMI in Q4 2023 and has held it in 4 quarters since. 1,417 funds tracked by Wall St. Rank hold KMI as of Q3 2024.

  • Planning Capital Management Corporation held 1,352 shares of Kinder Morgan worth $29.9K as of Q3 2024.
  • Planning Capital Management Corporation bought 797 Kinder Morgan shares in Q3 2024, an estimated $16.8K.
  • Kinder Morgan made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #238 holding.
  • Planning Capital Management Corporation first reported a position in Kinder Morgan in Q4 2023 and has held it in 4 quarters since.
  • 1,417 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.