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CapWealth Advisors’s Kinder Morgan KMI Stock Holding History

CapWealth 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
Q3 		$253K Buy
+8,379
New +$266K 0.02% 101
2018
Q3 		– Sell
-10,107
Closed -$179K – 113
2018
Q2 		$179K Sell
10,107
-5,535
-35% -$90.6K 0.03% 100
2018
Q1 		$236K Sell
15,642
-4,491
-22% -$77.8K 0.05% 91
2017
Q4 		$364K Sell
20,133
-6,714
-25% -$120K 0.07% 84
2017
Q3 		$515K Sell
26,847
-48,221
-64% -$939K 0.1% 75
2017
Q2 		$1.44M Buy
75,068
+3,242
+5% +$64.5K 0.29% 60
2017
Q1 		$1.56M Buy
71,826
+47,769
+199% +$1.04M 0.32% 59
2016
Q4 		$498K Buy
24,057
+1,057
+5% +$22.3K 0.11% 73
2016
Q3 		$532K Buy
23,000
+6,866
+43% +$145K 0.13% 68
2016
Q2 		$302K Buy
16,134
+243
+2% +$4.33K 0.07% 80
2016
Q1 		$284K Buy
15,891
+3,329
+27% +$54.5K 0.07% 79
2015
Q4 		$187K Sell
12,562
-3,425
-21% -$81.6K 0.05% 82
2015
Q3 		$443K Sell
15,987
-488
-3% -$16.2K 0.11% 66
2015
Q2 		$632K Sell
16,475
-1,354
-8% -$56.5K 0.15% 59
2015
Q1 		$750K Sell
17,829
-624
-3% -$25.8K 0.18% 61
2014
Q4 		$781K Buy
18,453
+8,408
+84% +$331K 0.18% 64
2014
Q3 		$385K Buy
10,045
+121
+1% +$4.6K 0.09% 70
2014
Q2 		$360K Buy
9,924
+564
+6% +$19K 0.08% 73
2014
Q1 		$304K Buy
9,360
+1,826
+24% +$61.2K 0.08% 66
2013
Q4 		$271K Sell
7,534
-491
-6% -$17.2K 0.07% 74
2013
Q3 		$285K Buy
8,025
+1,970
+33% +$73.9K 0.08% 76
2013
Q2 		$231K Buy
+6,055
New +$235K 0.07% 83

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

CapWealth Advisors's KMI Position: Q3 2026 in Review

CapWealth Advisors opened a new position in Kinder Morgan (KMI) in Q3 2026: 8,379 shares worth $253K. The stake represents 0.02% of the portfolio and ranks #101 among its holdings. This is a return to the name: CapWealth Advisors previously reported a position in KMI as recently as Q2 2018.

CapWealth Advisors first reported a position in KMI in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.56M in Q1 2017. 83 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • CapWealth Advisors held 8,379 shares of Kinder Morgan worth $253K as of Q3 2026.
  • Kinder Morgan was a new CapWealth Advisors position in Q3 2026.
  • Kinder Morgan made up 0.02% of CapWealth Advisors's portfolio in Q3 2026, its #101 holding.
  • CapWealth Advisors first reported a position in Kinder Morgan in Q2 2013 and has held it in 22 quarters since.
  • CapWealth Advisors's Kinder Morgan position peaked at $1.56M in Q1 2017.
  • 83 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.