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Apella Capital’s Kinder Morgan KMI Stock Holding History

Apella Capital’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 		$218K Buy
6,855
+505
+8% +$16K ﹤0.01% 718
2026
Q2 		$206K Sell
6,350
-485
-7% -$15.6K ﹤0.01% 664
2026
Q1 		$219K Buy
+6,835
New +$214K ﹤0.01% 629

Other funds holding KMI

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Apella Capital's KMI Position: Q3 2026 in Review

Apella Capital increased its Kinder Morgan (KMI) stake by 8% in Q3 2026, buying an estimated $16K and bringing the position to 6,855 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Apella Capital first reported a position in KMI in Q1 2026 and has held it in 3 quarters since. The position peaked at $219K in Q1 2026. 83 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • Apella Capital held 6,855 shares of Kinder Morgan worth $218K as of Q3 2026.
  • Apella Capital bought 505 Kinder Morgan shares in Q3 2026, an estimated $16K.
  • Kinder Morgan made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #718 holding.
  • Apella Capital first reported a position in Kinder Morgan in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's Kinder Morgan position peaked at $219K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.