KMI β€” KINDER MORGAN INC DEL

Ownership history in Blackstone Inc.  Β·  24 quarters on record

This page tracks every 13F SEC filing in which Blackstone Inc. reported a position in KINDER MORGAN INC DEL (KMI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.69% (2025 Q2)
πŸ“Š Avg. % of fund
0.74%
πŸ“… First filed
2017 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
24

Position Intelligence

Blackstone Inc. Γ— KMI AI Analytics

πŸ“ˆ Blackstone Inc. outperformed the S&P 500 by +2.2% annually on this KMI position. Timing score: 32% (7/22 decisions correct). Average cost basis: $18.06. Maximum drawdown during holding period: –17.2%.

πŸ“ˆ Position Alpha vs SPY
+2.2%
annualised excess return

βœ… Outperformed SPY on this position by 2.2% ann.
22 quarters analyzed

⏱️ Timing Score
32%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
7 of 22 add/trim decisions correct

πŸ’° Entry Quality
$18.06
+50.8% vs current ($27.23)

Best entry: $10.78 (2020 Q2)  Β·  Worst: $28.49 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–17.2%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
46%
buy-side decisions

11 adds Β· 13 trims. Bought during 4 of 9 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Blackstone Inc. has been actively increasing its KMI allocation β€” a bullish signal from insiders.
Currently 2.32% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    KMI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 21,373,863 -371,783 -1.7% 2.32% $587.6M $27.23
2025 Q3 ADDED 21,745,646 +304,288 +1.4% 2.48% $615.6M $27.72
2025 Q2 ADDED 21,441,358 +10,094,720 +89.0% 2.69% $630.4M $28.49
2025 Q1 ADDED 11,346,638 +6,988,375 +160.3% 1.34% $323.7M $27.35
2024 Q4 ADDED 4,358,263 +3,543,670 +435.0% 0.54% $119.4M $25.99
2024 Q3 ADDED 814,593 +425,000 +109.1% 0.08% $18.0M $20.71
2024 Q2 REDUCED 389,593 -350,000 -47.3% 0.03% $7.7M $18.38
2024 Q1 REDUCED 739,593 -250,000 -25.3% 0.05% $13.6M $16.71
2023 Q4 REDUCED 989,593 -1,958,817 -66.4% 0.08% $17.5M $15.81
2023 Q3 REDUCED 2,948,410 -5,362,604 -64.5% 0.20% $48.9M $14.60
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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