Whalen Wealth Management’s Kinder Morgan KMI Stock Holding History

Whalen 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 Q4	–	Sell	-15,769	Closed	-$446K	–	213
2025 Q3	$446K	Buy	15,769 +6,784	+76%	+$186K	0.26%	93
2025 Q2	$264K	Buy	+8,985	New	+$247K	0.17%	155
2025 Q1	–	Sell	-17,133	Closed	-$469K	–	156
2024 Q4	$469K	Sell	17,133 -15,219	-47%	-$397K	0.33%	65
2024 Q3	$715K	Sell	32,352 -7,771	-19%	-$164K	0.51%	49
2024 Q2	$797K	Buy	40,123 +27,478	+217%	+$524K	0.63%	31
2024 Q1	$232K	Buy	+12,645	New	+$221K	0.17%	97

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Whalen Wealth Management's KMI Position: Q4 2025 in Review

Whalen Wealth Management sold out of Kinder Morgan (KMI) in Q4 2025, closing a stake of 15,769 shares — an estimated $446K sold.

Whalen Wealth Management first reported a position in KMI in Q1 2024 and held it in 6 quarters. The position peaked at $797K in Q2 2024. 1,730 funds tracked by Wall St. Rank hold KMI as of Q4 2025.

Whalen Wealth Management reported no remaining Kinder Morgan position as of Q4 2025 after selling out during the quarter.
Whalen Wealth Management sold 15,769 Kinder Morgan shares in Q4 2025, an estimated $446K.
Whalen Wealth Management first reported a position in Kinder Morgan in Q1 2024 and held it in 6 quarters.
Whalen Wealth Management's Kinder Morgan position peaked at $797K in Q2 2024.
1,730 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.