WIM
KMI icon

WealthPlan Investment Management’s Kinder Morgan KMI Stock Holding History

WealthPlan Investment 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
2023
Q2 		– Sell
-400
Closed -$7K – 423
2023
Q1 		$7K Buy
+400
New +$7.11K ﹤0.01% 347

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthPlan Investment Management's KMI Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Kinder Morgan (KMI) in Q2 2023, closing a stake of 400 shares — an estimated $7K sold.

WealthPlan Investment Management first reported a position in KMI in Q1 2023 and held it in 1 quarter. The position peaked at $7K in Q1 2023. 1,308 funds tracked by Wall St. Rank hold KMI as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Kinder Morgan position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 400 Kinder Morgan shares in Q2 2023, an estimated $7K.
  • WealthPlan Investment Management first reported a position in Kinder Morgan in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Kinder Morgan position peaked at $7K in Q1 2023.
  • 1,308 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.