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United Financial Planning Group’s Kinder Morgan KMI Stock Holding History

United Financial Planning Group’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
Q2 		$4.25K Hold
133
– – ﹤0.01% 404
2026
Q1 		$4.46K Buy
133
+32
+32% +$1K ﹤0.01% 338
2025
Q4 		$2.78K Buy
+101
New +$2.73K ﹤0.01% 315

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

United Financial Planning Group's KMI Position: Q2 2026 in Review

United Financial Planning Group held its Kinder Morgan (KMI) position steady in Q2 2026 at 133 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

United Financial Planning Group first reported a position in KMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.46K in Q1 2026. 1,830 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • United Financial Planning Group held 133 shares of Kinder Morgan worth $4.25K as of Q2 2026.
  • United Financial Planning Group left its Kinder Morgan share count unchanged in Q2 2026.
  • Kinder Morgan made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #404 holding.
  • United Financial Planning Group first reported a position in Kinder Morgan in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Kinder Morgan position peaked at $4.46K in Q1 2026.
  • 1,830 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.