KMI β€” KINDER MORGAN INC DEL

Ownership history in HOHIMER WEALTH MANAGEMENT, LLC  Β·  17 quarters on record

This page tracks every 13F SEC filing in which HOHIMER WEALTH MANAGEMENT, LLC 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
0.73% (2021 Q2)
πŸ“Š Avg. % of fund
0.29%
πŸ“… First filed
2019 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
17

Position Intelligence

HOHIMER WEALTH MANAGEMENT, LLC Γ— KMI AI Analytics

πŸ“ˆ HOHIMER WEALTH MANAGEMENT, LLC outperformed the S&P 500 by +12.7% annually on this KMI position. Timing score: 40% (6/15 decisions correct). Average cost basis: $13.99. Maximum drawdown during holding period: –38.9%.

πŸ“ˆ Position Alpha vs SPY
+12.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 12.7% per year on this position.
7 quarters analyzed

⏱️ Timing Score
40%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
6 of 15 add/trim decisions correct

πŸ’° Entry Quality
$13.99
+98.1% vs current ($27.72)

Best entry: $12.55 (2021 Q1)  Β·  Worst: $16.71 (2024 Q1)

πŸ›‘οΈ Drawdown Resilience
–38.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
33%
buy-side decisions

5 adds Β· 10 trims. Bought during 1 of 7 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.03% 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 Q3 UNCHANGED 7,231 β€” 0% 0.03% $205K $27.72
2025 Q2 REDUCED 7,231 -156 -2.1% 0.04% $213K $28.49
2025 Q1 REDUCED 7,387 -46,036 -86.2% 0.04% $211K $27.35
2024 Q1 ADDED 53,423 +1,486 +2.9% 0.23% $980K $16.71
2023 Q4 REDUCED 51,937 -1,114 -2.1% 0.23% $916K $15.81
2023 Q3 UNCHANGED 53,051 β€” 0% 0.25% $880K $14.60
2023 Q2 ADDED 53,051 +4,848 +10.1% 0.25% $914K $14.92
2023 Q1 REDUCED 48,203 -65,677 -57.7% 0.24% $844K $14.93
2021 Q4 REDUCED 113,880 -75,074 -39.7% 0.38% $1.8M $12.52
2021 Q3 REDUCED 188,954 -7,786 -4.0% 0.66% $3.2M $13.00
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding KMI

As of 2025 Q4 β€” sorted by position size

59 North Capital Management, LP 3Y 9.73% Amplify Investments, LLC 8.76% RR Advisors, LLC 3Y 7Y 8.13% KAYNE ANDERSON CAPITAL ADVISORS LP 3Y 7Y 7.88% JCP Investment Management, LLC 3Y 6.07% R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3Y 7Y 5.91% HOERTKORN RICHARD CHARLES 3Y 7Y 5.21% SIR Capital Management, L.P. 3Y 7Y 4.65% PENN DAVIS MCFARLAND INC 3Y 7Y 4.54% CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 3Y 7Y 4.52%
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