Cherry Tree Wealth Management’s Kinder Morgan KMI Stock Holding History

Cherry Tree Wealth Management’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	$7.15K	Hold	237	–	–	﹤0.01%	468
2026 Q2	$7.58K	Hold	237	–	–	﹤0.01%	466
2026 Q1	$7.95K	Sell	237 -7,400	-97%	-$231K	﹤0.01%	455
2025 Q4	$210K	Hold	7,637	–	–	0.04%	162
2025 Q3	$216K	Hold	7,637	–	–	0.05%	157
2025 Q2	$225K	Hold	7,637	–	–	0.05%	150
2025 Q1	$218K	Sell	7,637 -9,500	-55%	-$263K	0.05%	152
2024 Q4	$470K	Sell	17,137 -1,000	-6%	-$26.1K	0.12%	94
2024 Q3	$401K	Hold	18,137	–	–	0.1%	109
2024 Q2	$360K	Sell	18,137 -1,000	-5%	-$19.1K	0.09%	113
2024 Q1	$351K	Sell	19,137 -600	-3%	-$10.5K	0.09%	115
2023 Q4	$348K	Sell	19,737 -2,000	-9%	-$34.1K	0.09%	110
2023 Q3	$360K	Hold	21,737	–	–	0.11%	100
2023 Q2	$374K	Buy	+21,737	New	+$369K	0.11%	99

Other funds holding KMI

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Cherry Tree Wealth Management's KMI Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Kinder Morgan (KMI) position steady in Q3 2026 at 237 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Cherry Tree Wealth Management first reported a position in KMI in Q2 2023 and has held it in 14 quarters since. The position peaked at $470K in Q4 2024. 652 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

Cherry Tree Wealth Management held 237 shares of Kinder Morgan worth $7.15K as of Q3 2026.
Cherry Tree Wealth Management left its Kinder Morgan share count unchanged in Q3 2026.
Kinder Morgan made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #468 holding.
Cherry Tree Wealth Management first reported a position in Kinder Morgan in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Kinder Morgan position peaked at $470K in Q4 2024.
652 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.