Cypress Wealth Services’s Kinder Morgan KMI Stock Holding History

Cypress Wealth Services’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	$288K	Buy	9,005 +18	+0.2%	+$580	0.04%	352
2026 Q1	$301K	Sell	8,987 -1,487	-14%	-$46.5K	0.04%	303
2025 Q4	$288K	Buy	+10,474	New	+$283K	0.04%	311
2023 Q2	–	Sell	-14,222	Closed	-$249K	–	257
2023 Q1	$249K	Buy	+14,222	New	+$253K	0.07%	203
2020 Q2	–	Sell	-10,027	Closed	-$140K	–	282
2020 Q1	$140K	Buy	10,027 +6	+0.1%	+$114	0.04%	235
2019 Q4	$212K	Buy	10,021 +2	+0%	+$40	0.05%	237
2019 Q3	$207K	Buy	10,019 +290	+3%	+$5.95K	0.06%	234
2019 Q2	$203K	Buy	+9,729	New	+$196K	0.06%	244
2018 Q1	–	Sell	-10,800	Closed	-$195K	–	204
2017 Q4	$195K	Buy	+10,800	New	+$194K	0.08%	195

Other funds holding KMI

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Cypress Wealth Services's KMI Position: Q2 2026 in Review

Cypress Wealth Services increased its Kinder Morgan (KMI) stake by 0.2% in Q2 2026, buying an estimated $580 and bringing the position to 9,005 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #352.

Cypress Wealth Services first reported a position in KMI in Q4 2017 and has held it in 9 quarters since. The position peaked at $301K in Q1 2026. 422 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Cypress Wealth Services held 9,005 shares of Kinder Morgan worth $288K as of Q2 2026.
Cypress Wealth Services bought 18 Kinder Morgan shares in Q2 2026, an estimated $580.
Kinder Morgan made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #352 holding.
Cypress Wealth Services first reported a position in Kinder Morgan in Q4 2017 and has held it in 9 quarters since.
Cypress Wealth Services's Kinder Morgan position peaked at $301K in Q1 2026.
422 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.