WR Wealth Planners’s Kinder Morgan KMI Stock Holding History

WR Wealth Planners’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
2024 Q4	$27.2K	Buy	991 +33	+3%	+$860	0.01%	412
2024 Q3	$21.2K	Sell	958 -940	-50%	-$19.8K	0.01%	471
2024 Q2	$37.7K	Sell	1,898 -130	-6%	-$2.48K	0.01%	362
2024 Q1	$37.2K	Buy	+2,028	New	+$35.4K	0.01%	373
2023 Q4	–	Sell	-1,380	Closed	-$22.9K	–	550
2023 Q3	$22.9K	Sell	1,380 -105	-7%	-$1.81K	0.01%	410
2023 Q2	$25.6K	Buy	1,485 +79	+6%	+$1.34K	0.01%	396
2023 Q1	$24.6K	Buy	+1,406	New	+$25K	0.01%	400

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's KMI Position: Q4 2024 in Review

WR Wealth Planners increased its Kinder Morgan (KMI) stake by 3.4% in Q4 2024, buying an estimated $860 and bringing the position to 991 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #412.

WR Wealth Planners first reported a position in KMI in Q1 2023 and has held it in 7 quarters since. The position peaked at $37.7K in Q2 2024. 1,601 funds tracked by Wall St. Rank hold KMI as of Q4 2024.

WR Wealth Planners held 991 shares of Kinder Morgan worth $27.2K as of Q4 2024.
WR Wealth Planners bought 33 Kinder Morgan shares in Q4 2024, an estimated $860.
Kinder Morgan made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #412 holding.
WR Wealth Planners first reported a position in Kinder Morgan in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Kinder Morgan position peaked at $37.7K in Q2 2024.
1,601 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.