Annex Advisory Services
KMI icon

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
Q3 		$228K Buy
7,552
+25
+0.3% +$793 ﹤0.01% 361
2026
Q2 		$241K Buy
7,527
+47
+0.6% +$1.52K ﹤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

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Annex Advisory Services's KMI Position: Q3 2026 in Review

Annex Advisory Services increased its Kinder Morgan (KMI) stake by 0.33% in Q3 2026, buying an estimated $793 and bringing the position to 7,552 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Annex Advisory Services first reported a position in KMI in Q4 2014 and has held it in 10 quarters since. The position peaked at $339K in Q4 2024. 591 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • Annex Advisory Services held 7,552 shares of Kinder Morgan worth $228K as of Q3 2026.
  • Annex Advisory Services bought 25 Kinder Morgan shares in Q3 2026, an estimated $793.
  • Kinder Morgan made up ﹤0.01% of Annex Advisory Services's portfolio in Q3 2026, its #361 holding.
  • Annex Advisory Services first reported a position in Kinder Morgan in Q4 2014 and has held it in 10 quarters since.
  • Annex Advisory Services's Kinder Morgan position peaked at $339K in Q4 2024.
  • 591 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.