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Independent Financial Group’s Kinder Morgan KMI Stock Holding History

Independent Financial Group’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 		$976K Buy
32,377
+331
+1% +$10.5K 0.02% 694
2026
Q2 		$1.02M Buy
32,046
+5,042
+19% +$163K 0.02% 678
2026
Q1 		$905K Buy
27,004
+315
+1% +$9.84K 0.02% 665
2025
Q4 		$734K Sell
26,689
-2,575
-9% -$69.6K 0.02% 738
2025
Q3 		$828K Buy
29,264
+1,006
+4% +$27.5K 0.02% 664
2025
Q2 		$831K Sell
28,258
-578
-2% -$15.9K 0.02% 602
2025
Q1 		$823K Sell
28,836
-25,739
-47% -$713K 0.03% 537
2024
Q4 		$1.5M Buy
54,575
+25,891
+90% +$675K 0.05% 367
2024
Q3 		$634K Buy
28,684
+783
+3% +$16.5K 0.02% 578
2024
Q2 		$554K Sell
27,901
-3,485
-11% -$66.5K 0.02% 572
2024
Q1 		$576K Sell
31,386
-2,210
-7% -$38.6K 0.03% 543
2023
Q4 		$593K Sell
33,596
-746
-2% -$12.7K 0.03% 510
2023
Q3 		$569K Sell
34,342
-3,973
-10% -$68.5K 0.04% 454
2023
Q2 		$660K Buy
38,315
+559
+1% +$9.49K 0.05% 407
2023
Q1 		$661K Buy
37,756
+2,278
+6% +$40.5K 0.05% 385
2022
Q4 		$641K Buy
35,478
+3,113
+10% +$56K 0.06% 356
2022
Q3 		$539K Sell
32,365
-62,782
-66% -$1.12M 0.05% 377
2022
Q2 		$1.59M Buy
95,147
+6,091
+7% +$114K 0.17% 146
2022
Q1 		$1.68M Buy
89,056
+56,321
+172% +$991K 0.14% 152
2021
Q4 		$519K Sell
32,735
-20,142
-38% -$335K 0.04% 413
2021
Q3 		$885K Sell
52,877
-612
-1% -$10.4K 0.09% 241
2021
Q2 		$975K Buy
53,489
+23,368
+78% +$417K 0.1% 220
2021
Q1 		$502K Sell
30,121
-2,302
-7% -$35.2K 0.06% 333
2020
Q4 		$443K Buy
32,423
+7,984
+33% +$107K 0.07% 332
2020
Q3 		$301K Buy
24,439
+8,650
+55% +$121K 0.06% 347
2020
Q2 		$240K Buy
15,789
+216
+1% +$3.28K 0.05% 371
2020
Q1 		$217K Buy
+15,573
New +$296K 0.06% 318

Other funds holding KMI

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Independent Financial Group's KMI Position: Q3 2026 in Review

Independent Financial Group increased its Kinder Morgan (KMI) stake by 1% in Q3 2026, buying an estimated $10.5K and bringing the position to 32,377 shares worth $976K. The position accounts for 0.02% of the portfolio, ranked #694.

Independent Financial Group first reported a position in KMI in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.68M in Q1 2022. 126 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • Independent Financial Group held 32,377 shares of Kinder Morgan worth $976K as of Q3 2026.
  • Independent Financial Group bought 331 Kinder Morgan shares in Q3 2026, an estimated $10.5K.
  • Kinder Morgan made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #694 holding.
  • Independent Financial Group first reported a position in Kinder Morgan in Q1 2020 and has held it in 27 quarters since.
  • Independent Financial Group's Kinder Morgan position peaked at $1.68M in Q1 2022.
  • 126 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.