Capital Investment Advisors’s Kinder Morgan KMI Stock Holding History

Capital Investment Advisors’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 Q1	$20.4M	Buy	608,905 +23,926	+4%	+$748K	0.3%	80
2025 Q4	$16.1M	Buy	584,979 +16,240	+3%	+$439K	0.24%	89
2025 Q3	$16.1M	Buy	568,739 +14,138	+3%	+$387K	0.26%	85
2025 Q2	$16.3M	Buy	554,601 +26,114	+5%	+$717K	0.29%	82
2025 Q1	$15.1M	Buy	528,487 +44,574	+9%	+$1.23M	0.3%	79
2024 Q4	$13.3M	Buy	483,913 +65,793	+16%	+$1.72M	0.27%	86
2024 Q3	$9.24M	Buy	418,120 +56,744	+16%	+$1.2M	0.19%	103
2024 Q2	$7.18M	Buy	361,376 +71,698	+25%	+$1.37M	0.16%	113
2024 Q1	$5.31M	Buy	289,678 +44,949	+18%	+$785K	0.12%	129
2023 Q4	$4.32M	Buy	244,729 +12,983	+6%	+$221K	0.11%	135
2023 Q3	$3.84M	Buy	231,746 +18,254	+9%	+$315K	0.11%	136
2023 Q2	$3.68M	Buy	213,492 +1,998	+0.9%	+$33.9K	0.11%	119
2023 Q1	$3.7M	Buy	211,494 +9,933	+5%	+$177K	0.11%	130
2022 Q4	$3.64M	Buy	201,561 +30,142	+18%	+$542K	0.11%	135
2022 Q3	$2.85M	Buy	171,419 +9,567	+6%	+$170K	0.1%	142
2022 Q2	$2.71M	Sell	161,852 -1,860	-1%	-$34.8K	0.09%	147
2022 Q1	$3.1M	Buy	163,712 +2,143	+1%	+$37.7K	0.09%	147
2021 Q4	$2.56M	Buy	161,569 +2,661	+2%	+$44.3K	0.08%	161
2021 Q3	$2.66M	Buy	158,908 +1,618	+1%	+$27.5K	0.09%	157
2021 Q2	$2.87M	Buy	157,290 +6,555	+4%	+$117K	0.1%	149
2021 Q1	$2.51M	Buy	150,735 +15,313	+11%	+$234K	0.09%	151
2020 Q4	$1.85M	Sell	135,422 -1,139	-0.8%	-$15.2K	0.08%	170
2020 Q3	$1.68M	Buy	136,561 +3,895	+3%	+$54.3K	0.08%	166
2020 Q2	$2.01M	Buy	132,666 +5,369	+4%	+$81.6K	0.1%	142
2020 Q1	$1.77M	Buy	127,297 +9,528	+8%	+$181K	0.11%	136
2019 Q4	$2.49M	Buy	117,769 +5,363	+5%	+$109K	0.12%	135
2019 Q3	$2.32M	Buy	112,406 +9,161	+9%	+$188K	0.12%	141
2019 Q2	$2.16M	Buy	103,245 +10,552	+11%	+$213K	0.12%	143
2019 Q1	$1.85M	Buy	92,693 +543	+0.6%	+$10.1K	0.11%	156
2018 Q4	$1.42M	Sell	92,150 -774	-0.8%	-$13.1K	0.09%	169
2018 Q3	$1.65M	Sell	92,924 -2,681	-3%	-$47.9K	0.1%	161
2018 Q2	$1.69M	Sell	95,605 -381	-0.4%	-$6.23K	0.11%	154
2018 Q1	$1.45M	Sell	95,986 -2,140	-2%	-$37.1K	0.09%	166
2017 Q4	$1.77M	Sell	98,126 -8,188	-8%	-$147K	0.12%	152
2017 Q3	$2.04M	Sell	106,314 -1,925	-2%	-$37.5K	0.14%	140
2017 Q2	$2.07M	Buy	108,239 +2,419	+2%	+$48.1K	0.15%	136
2017 Q1	$2.3M	Buy	105,820 +1,469	+1%	+$32.1K	0.17%	119
2016 Q4	$2.16M	Sell	104,351 -10,802	-9%	-$228K	0.18%	118
2016 Q3	$2.66M	Sell	115,153 -4,763	-4%	-$101K	0.23%	97
2016 Q2	$2.25M	Sell	119,916 -5,342	-4%	-$95.2K	0.21%	99
2016 Q1	$2.24M	Buy	125,258 +777	+0.6%	+$12.7K	0.22%	91
2015 Q4	$1.86M	Sell	124,481 -14,559	-10%	-$347K	0.19%	110
2015 Q3	$3.85M	Buy	139,040 +2,338	+2%	+$77.4K	0.43%	53
2015 Q2	$5.25M	Sell	136,702 -259	-0.2%	-$10.8K	0.56%	44
2015 Q1	$5.76M	Sell	136,961 -1,174	-0.8%	-$48.6K	0.61%	40
2014 Q4	$5.84M	Buy	138,135 +131,159	+1,880%	+$5.17M	0.65%	40
2014 Q3	$267K	Buy	+6,976	New	+$265K	0.03%	310

Other funds holding KMI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Investment Advisors's KMI Position: Q1 2026 in Review

Capital Investment Advisors increased its Kinder Morgan (KMI) stake by 4.1% in Q1 2026, buying an estimated $748K and bringing the position to 608,905 shares worth $20.4M. The position accounts for 0.3% of the portfolio, ranked #80.

Capital Investment Advisors first reported a position in KMI in Q3 2014 and has held it in 47 quarters since. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Capital Investment Advisors held 608,905 shares of Kinder Morgan worth $20.4M as of Q1 2026.
Capital Investment Advisors bought 23,926 Kinder Morgan shares in Q1 2026, an estimated $748K.
Kinder Morgan made up 0.3% of Capital Investment Advisors's portfolio in Q1 2026, its #80 holding.
Capital Investment Advisors first reported a position in Kinder Morgan in Q3 2014 and has held it in 47 quarters since.
1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.