Unique Wealth Strategies’s Kinder Morgan KMI Stock Holding History

Unique Wealth Strategies’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	–	Sell	-25	Closed	-$459	–	457
2024 Q2	$459	Buy	+25	New	+$477	﹤0.01%	612

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Unique Wealth Strategies's KMI Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Kinder Morgan (KMI) in Q3 2024, closing a stake of 25 shares — an estimated $459 sold.

Unique Wealth Strategies first reported a position in KMI in Q2 2024 and held it in 1 quarter. The position peaked at $459 in Q2 2024. 1,416 funds tracked by Wall St. Rank hold KMI as of Q3 2024.

Unique Wealth Strategies reported no remaining Kinder Morgan position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 25 Kinder Morgan shares in Q3 2024, an estimated $459.
Unique Wealth Strategies first reported a position in Kinder Morgan in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Kinder Morgan position peaked at $459 in Q2 2024.
1,416 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.