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WealthTrak Capital Management’s Kinder Morgan KMI Stock Holding History

WealthTrak Capital 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
-155
Closed -$4.56K – 513
2025
Q2 		$4.56K Buy
155
+100
+182% +$2.74K ﹤0.01% 301
2025
Q1 		$1.57K Buy
55
+15
+38% +$415 ﹤0.01% 429
2024
Q4 		$1.1K Buy
+40
New +$1.04K ﹤0.01% 424

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 $3.38T AUM 44.17% 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 $39B AUM 18.55% 1-Year Est. Return

WealthTrak Capital Management's KMI Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Kinder Morgan (KMI) in Q3 2025, closing a stake of 155 shares — an estimated $4.56K sold.

WealthTrak Capital Management first reported a position in KMI in Q4 2024 and held it in 3 quarters. The position peaked at $4.56K in Q2 2025. 1,681 funds tracked by Wall St. Rank hold KMI as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Kinder Morgan position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 155 Kinder Morgan shares in Q3 2025, an estimated $4.56K.
  • WealthTrak Capital Management first reported a position in Kinder Morgan in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Kinder Morgan position peaked at $4.56K in Q2 2025.
  • 1,681 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.