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Optima Capital’s Kinder Morgan KMI Stock Holding History

Optima Capital’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 		$280K Buy
8,764
+77
+0.9% +$2.48K 0.11% 135
2026
Q1 		$291K Sell
8,687
-1,445
-14% -$45.2K 0.14% 123
2025
Q4 		$279K Sell
10,132
-85
-0.8% -$2.3K 0.12% 132
2025
Q3 		$289K Buy
10,217
+72
+0.7% +$1.97K 0.14% 123
2025
Q2 		$298K Buy
10,145
+594
+6% +$16.3K 0.16% 127
2025
Q1 		$272K Buy
9,551
+60
+0.6% +$1.66K 0.17% 113
2024
Q4 		$260K Buy
+9,491
New +$247K 0.18% 131

Other funds holding KMI

Assenagon Asset Management
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Optima Capital's KMI Position: Q2 2026 in Review

Optima Capital increased its Kinder Morgan (KMI) stake by 0.89% in Q2 2026, buying an estimated $2.48K and bringing the position to 8,764 shares worth $280K. The position accounts for 0.11% of the portfolio, ranked #135.

Optima Capital first reported a position in KMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $298K in Q2 2025. 549 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Optima Capital held 8,764 shares of Kinder Morgan worth $280K as of Q2 2026.
  • Optima Capital bought 77 Kinder Morgan shares in Q2 2026, an estimated $2.48K.
  • Kinder Morgan made up 0.11% of Optima Capital's portfolio in Q2 2026, its #135 holding.
  • Optima Capital first reported a position in Kinder Morgan in Q4 2024 and has held it in 7 quarters since.
  • Optima Capital's Kinder Morgan position peaked at $298K in Q2 2025.
  • 549 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.