CURA WEALTH ADVISORS, LLC KMI — KINDER MORGAN INC DEL

Ownership history in CURA WEALTH ADVISORS, LLC  ·  6 quarters on record

AI Ownership Summary

CURA WEALTH ADVISORS, LLC reported KINDER MORGAN INC DEL (KMI) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.41% in 2024 Q4. The latest visible filing shows KMI at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KMI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CURA WEALTH ADVISORS, LLC's position in KINDER MORGAN INC DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KMI was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KMI stock page CURA WEALTH ADVISORS, LLC fund profile CURA WEALTH ADVISORS, LLC full holdings
How CURA WEALTH ADVISORS, LLC held KMI — position size vs. price
% of Fund (quarterly)    KMI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 24,622 — 0% 0.37% $826K 2026-05-08 $31.41
2025 Q4 REDUCED — — — 24,622 -792 -3.1% 0.26% $677K 2026-01-23 $29.02
2025 Q3 REDUCED 10.0% -2.2% ✅ 25,414 -2,834 -10.0% 0.27% $719K 2025-11-14 $26.91
2025 Q2 REDUCED 15.0% -2.5% ✅ 28,248 -5,000 -15.0% 0.33% $830K 2025-08-14 $26.05
2025 Q1 REDUCED — — — 33,248 -927 -2.7% 0.38% $949K 2025-05-15 $26.89
2024 Q4 INITIATED — — — 34,175 — — 0.41% $936K 2025-02-14 $25.22

🏢 Other funds also holding KMI

As of 2026 Q1 — sorted by position size

59 North Capital Management, LP 3Y 10.56% Amplify Investments, LLC 8.17% RR Advisors, LLC 3Y 7Y 7.96% R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3Y 7Y 7.47% KAYNE ANDERSON CAPITAL ADVISORS LP 3Y 7Y 7.04% Arrow Capital Pty Ltd 7.04% JCP Investment Management, LLC 3Y 6.23% PENN DAVIS MCFARLAND INC 3Y 7Y 5.6% BRUNI J V & CO /CO 3Y 7Y 5.21% BERKLEY W R CORP 3Y 7Y 5.11%

FAQ About CURA WEALTH ADVISORS, LLC and KMI

These are the practical questions this page is built to answer before you even open the full history table.

How long has CURA WEALTH ADVISORS, LLC reported owning KMI?

CURA WEALTH ADVISORS, LLC reported KMI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported KMI position in CURA WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for KMI was 0.41% in 2024 Q4.

What is the latest reported KMI position on this page?

The most recent filing on this page is 2026 Q1, when CURA WEALTH ADVISORS, LLC reported 24,622 shares, equal to 0.37% of portfolio, with an estimated market value of $826K.

What does the chart on this KMI ownership page compare?

The chart compares CURA WEALTH ADVISORS, LLC's quarterly KMI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CURA WEALTH ADVISORS, LLC time their KMI position?

Based on 13F filing dates vs. subsequent KMI price moves, CURA WEALTH ADVISORS, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on KMI relative to SPY over the holding period was +25.5%.

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