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Walled Lake Planning & Wealth Management’s Kinder Morgan KMI Stock Holding History

Walled Lake Planning & Wealth Management’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
2025
Q3 		– Sell
-15,508
Closed -$456K – 147
2025
Q2 		$456K Buy
15,508
+9
+0.1% +$247 0.15% 77
2025
Q1 		$442K Buy
15,499
+9
+0.1% +$249 0.16% 76
2024
Q4 		$424K Sell
15,490
-1,615
-9% -$42.1K 0.16% 78
2024
Q3 		$378K Buy
17,105
+11
+0.1% +$232 0.14% 84
2024
Q2 		$340K Buy
17,094
+12
+0.1% +$229 0.14% 86
2024
Q1 		$313K Buy
17,082
+14
+0.1% +$245 0.13% 83
2023
Q4 		$301K Buy
17,068
+14
+0.1% +$239 0.14% 78
2023
Q3 		$283K Sell
17,054
-1,246
-7% -$21.5K 0.14% 70
2023
Q2 		$315K Buy
18,300
+3,039
+20% +$51.6K 0.15% 63
2023
Q1 		$267K Buy
+15,261
New +$271K 0.14% 68
2022
Q4 		– Sell
-15,202
Closed -$253K – 71
2022
Q3 		$253K Buy
15,202
+29
+0.2% +$515 0.18% 61
2022
Q2 		$254K Buy
15,173
+28
+0.2% +$524 0.18% 61
2022
Q1 		$286K Buy
15,145
+29
+0.2% +$510 0.17% 66
2021
Q4 		$240K Buy
15,116
+30
+0.2% +$499 0.14% 82
2021
Q3 		$252K Buy
15,086
+28
+0.2% +$476 0.16% 66
2021
Q2 		$275K Buy
15,058
+27
+0.2% +$481 0.18% 65
2021
Q1 		$250K Buy
15,031
+31
+0.2% +$473 0.17% 64
2020
Q4 		$205K Buy
15,000
+35
+0.2% +$468 0.16% 68
2020
Q3 		$185K Buy
14,965
+31
+0.2% +$432 0.15% 68
2020
Q2 		$227K Buy
14,934
+6,983
+88% +$106K 0.19% 59
2020
Q1 		$111K Buy
7,951
+19
+0.2% +$362 0.1% 81
2019
Q4 		$168K Buy
+7,932
New +$161K 0.12% 70

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Walled Lake Planning & Wealth Management's KMI Position: Q3 2025 in Review

Walled Lake Planning & Wealth Management sold out of Kinder Morgan (KMI) in Q3 2025, closing a stake of 15,508 shares — an estimated $456K sold.

Walled Lake Planning & Wealth Management first reported a position in KMI in Q4 2019 and held it in 22 quarters. The position peaked at $456K in Q2 2025. 1,681 funds tracked by Wall St. Rank hold KMI as of Q3 2025.

  • Walled Lake Planning & Wealth Management reported no remaining Kinder Morgan position as of Q3 2025 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 15,508 Kinder Morgan shares in Q3 2025, an estimated $456K.
  • Walled Lake Planning & Wealth Management first reported a position in Kinder Morgan in Q4 2019 and held it in 22 quarters.
  • Walled Lake Planning & Wealth Management's Kinder Morgan position peaked at $456K in Q2 2025.
  • 1,681 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2025.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.