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Ellsworth Advisors’s Kinder Morgan KMI Stock Holding History

Ellsworth 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 		$3.44M Buy
106,985
+6,006
+6% +$194K 0.57% 57
2026
Q1 		$3.39M Buy
100,979
+6,616
+7% +$207K 0.64% 52
2025
Q4 		$2.59M Buy
94,363
+13,911
+17% +$376K 0.51% 66
2025
Q3 		$2.22M Buy
80,452
+10,124
+14% +$277K 0.47% 67
2025
Q2 		$2.07M Sell
70,328
-7,894
-10% -$217K 0.5% 63
2025
Q1 		$2.23M Buy
78,222
+2,167
+3% +$60K 0.59% 54
2024
Q4 		$2.08M Buy
76,055
+5,150
+7% +$134K 0.55% 60
2024
Q3 		$1.57M Buy
70,905
+9,677
+16% +$204K 0.41% 70
2024
Q2 		$1.22M Buy
61,228
+7,766
+15% +$148K 0.34% 78
2024
Q1 		$969K Buy
+53,462
New +$934K 0.28% 82

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ellsworth Advisors's KMI Position: Q2 2026 in Review

Ellsworth Advisors increased its Kinder Morgan (KMI) stake by 5.9% in Q2 2026, buying an estimated $194K and bringing the position to 106,985 shares worth $3.44M. The position accounts for 0.57% of the portfolio, ranked #57.

Ellsworth Advisors first reported a position in KMI in Q1 2024 and has held it in 10 quarters since. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Ellsworth Advisors held 106,985 shares of Kinder Morgan worth $3.44M as of Q2 2026.
  • Ellsworth Advisors bought 6,006 Kinder Morgan shares in Q2 2026, an estimated $194K.
  • Kinder Morgan made up 0.57% of Ellsworth Advisors's portfolio in Q2 2026, its #57 holding.
  • Ellsworth Advisors first reported a position in Kinder Morgan in Q1 2024 and has held it in 10 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Ellsworth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.