Capital Performance Advisors’s Kinder Morgan KMI Stock Holding History

Capital Performance 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 Q2	–	Sell	-10,773	Closed	-$361K	–	411
2026 Q1	$361K	Buy	10,773 +1,241	+13%	+$38.8K	0.02%	278
2025 Q4	$262K	Buy	9,532 +108	+1%	+$2.92K	0.02%	349
2025 Q3	$267K	Buy	+9,424	New	+$258K	0.04%	242
2024 Q4	–	Sell	-1,959	Closed	-$43.3K	–	1476
2024 Q3	$43.3K	Buy	+1,959	New	+$41.3K	0.01%	388

Other funds holding KMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Performance Advisors's KMI Position: Q2 2026 in Review

Capital Performance Advisors sold out of Kinder Morgan (KMI) in Q2 2026, closing a stake of 10,773 shares — an estimated $361K sold.

Capital Performance Advisors first reported a position in KMI in Q3 2024 and held it in 4 quarters. The position peaked at $361K in Q1 2026. 1,824 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Capital Performance Advisors reported no remaining Kinder Morgan position as of Q2 2026 after selling out during the quarter.
Capital Performance Advisors sold 10,773 Kinder Morgan shares in Q2 2026, an estimated $361K.
Capital Performance Advisors first reported a position in Kinder Morgan in Q3 2024 and held it in 4 quarters.
Capital Performance Advisors's Kinder Morgan position peaked at $361K in Q1 2026.
1,824 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.