Unified Investment Management KMI β€” KINDER MORGAN INC DEL

Ownership history in Unified Investment Management  Β·  2 quarters on record

AI Ownership Summary

Unified Investment Management reported KINDER MORGAN INC DEL (KMI) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.23% in 2026 Q1. The latest visible filing shows KMI at 0.20% 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 Unified Investment Management'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 Q2

KMI was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q2

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 Unified Investment Management held KMI β€” position size vs. price
% of Fund (quarterly)    KMI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 6,640 β€” 0% 0.20% $212K 2026-07-27 $31.75
2026 Q1 INITIATED β€” β€” β€” 6,640 β€” β€” 0.23% $223K 2026-04-29 $31.55

FAQ About Unified Investment Management and KMI

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

How long has Unified Investment Management reported owning KMI?

Unified Investment Management reported KMI across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported KMI position in Unified Investment Management's portfolio?

The largest reported portfolio weight for KMI was 0.23% in 2026 Q1.

What is the latest reported KMI position on this page?

The most recent filing on this page is 2026 Q2, when Unified Investment Management reported 6,640 shares, equal to 0.20% of portfolio, with an estimated market value of $212K.

What does the chart on this KMI ownership page compare?

The chart compares Unified Investment Management'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.

← Back to Unified Investment Management Holdings