Summit Wealth & Retirement Planning’s Kinder Morgan KMI Stock Holding History

Summit Wealth & Retirement Planning’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
2023 Q2	–	Sell	-12,057	Closed	-$211K	–	83
2023 Q1	$211K	Sell	12,057 -10,874	-47%	-$193K	0.08%	101
2022 Q4	$415K	Sell	22,931 -143	-0.6%	-$2.57K	0.17%	71
2022 Q3	$384K	Hold	23,074	–	–	0.15%	78
2022 Q2	$387K	Sell	23,074 -300	-1%	-$5.62K	0.15%	80
2022 Q1	$442K	Sell	23,374 -253	-1%	-$4.45K	0.16%	72
2021 Q4	$375K	Sell	23,627 -3,091	-12%	-$51.4K	0.13%	74
2021 Q3	$447K	Sell	26,718 -16,014	-37%	-$272K	0.16%	62
2021 Q2	$779K	Sell	42,732 -10,666	-20%	-$190K	0.29%	53
2021 Q1	$889K	Buy	+53,398	New	+$815K	0.33%	48

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Summit Wealth & Retirement Planning's KMI Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of Kinder Morgan (KMI) in Q2 2023, closing a stake of 12,057 shares — an estimated $211K sold.

Summit Wealth & Retirement Planning first reported a position in KMI in Q1 2021 and held it in 9 quarters. The position peaked at $889K in Q1 2021. 1,308 funds tracked by Wall St. Rank hold KMI as of Q2 2023.

Summit Wealth & Retirement Planning reported no remaining Kinder Morgan position as of Q2 2023 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 12,057 Kinder Morgan shares in Q2 2023, an estimated $211K.
Summit Wealth & Retirement Planning first reported a position in Kinder Morgan in Q1 2021 and held it in 9 quarters.
Summit Wealth & Retirement Planning's Kinder Morgan position peaked at $889K in Q1 2021.
1,308 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.