Annex Advisory Services’s Kinder Morgan KMI Stock Holding History

Annex Advisory Services’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
2026 Q2	$241K	Buy	7,527 +47	+0.6%	+$1.51K	﹤0.01%	328
2026 Q1	$251K	Buy	7,480 +94	+1%	+$2.94K	﹤0.01%	325
2025 Q4	$203K	Buy	+7,386	New	+$200K	﹤0.01%	351
2025 Q3	–	Sell	-9,650	Closed	-$284K	–	330
2025 Q2	$284K	Sell	9,650 -896	-8%	-$24.6K	0.01%	262
2025 Q1	$301K	Sell	10,546 -1,813	-15%	-$50.2K	0.01%	246
2024 Q4	$339K	Buy	+12,359	New	+$322K	0.01%	242
2015 Q3	–	Sell	-7,346	Closed	-$282K	–	118
2015 Q2	$282K	Buy	7,346 +109	+2%	+$4.55K	0.09%	96
2015 Q1	$304K	Buy	7,237 +577	+9%	+$23.9K	0.1%	79
2014 Q4	$282K	Buy	+6,660	New	+$262K	0.09%	71

Other funds holding KMI

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Annex Advisory Services's KMI Position: Q2 2026 in Review

Annex Advisory Services increased its Kinder Morgan (KMI) stake by 0.63% in Q2 2026, buying an estimated $1.51K and bringing the position to 7,527 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Annex Advisory Services first reported a position in KMI in Q4 2014 and has held it in 9 quarters since. The position peaked at $339K in Q4 2024. 292 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Annex Advisory Services held 7,527 shares of Kinder Morgan worth $241K as of Q2 2026.
Annex Advisory Services bought 47 Kinder Morgan shares in Q2 2026, an estimated $1.51K.
Kinder Morgan made up ﹤0.01% of Annex Advisory Services's portfolio in Q2 2026, its #328 holding.
Annex Advisory Services first reported a position in Kinder Morgan in Q4 2014 and has held it in 9 quarters since.
Annex Advisory Services's Kinder Morgan position peaked at $339K in Q4 2024.
292 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.