KMI KINDER MORGAN INC DEL

Ownership history in ELLERSON GROUP INC /ADV  ·  13 quarters on record

AI Ownership Summary

ELLERSON GROUP INC /ADV reported KINDER MORGAN INC DEL (KMI) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.68% in 2025 Q1. The latest visible filing shows KMI at 2.87% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KMI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ELLERSON GROUP INC /ADV'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
2025 Q4

KMI was reported at 2.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.68% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How ELLERSON GROUP INC /ADV 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 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 154,191 -17 -0.0% 2.87% $4.2M 2026-02-14 (Est.) $32.32
2025 Q3 REDUCED 154,208 -7,927 -4.9% 2.72% $4.4M 2025-11-10 $26.80
2025 Q2 UNCHANGED 162,135 0% 3.68% $4.6M 2025-08-07 $26.21
2025 Q1 REDUCED 162,135 -1,093 -0.7% 3.68% $4.6M 2025-05-12 $26.47
2024 Q4 REDUCED 163,228 -1,136 -0.7% 3.26% $4.5M 2025-02-07 $25.92
2024 Q3 ADDED 164,364 +3,058 +1.9% 2.85% $3.6M 2024-11-12 $25.78
2024 Q2 ADDED 161,306 +73,901 +84.6% 2.44% $3.2M 2024-08-07 $19.50
2024 Q1 REDUCED 87,405 -1,665 -1.9% 1.23% $1.6M 2024-05-08 $17.40
2023 Q4 REDUCED 89,070 -1,115 -1.2% 1.36% $1.6M 2024-02-06 $15.20
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ELLERSON GROUP INC /ADV and KMI

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

How long has ELLERSON GROUP INC /ADV reported owning KMI?

ELLERSON GROUP INC /ADV reported KMI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported KMI position in ELLERSON GROUP INC /ADV's portfolio?

The largest reported portfolio weight for KMI was 3.68% in 2025 Q1.

What is the latest reported KMI position on this page?

The most recent filing on this page is 2025 Q4, when ELLERSON GROUP INC /ADV reported 154,191 shares, equal to 2.87% of portfolio, with an estimated market value of $4.2M.

What does the chart on this KMI ownership page compare?

The chart compares ELLERSON GROUP INC /ADV'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.

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