What smart money is saying about Kinder Morgan, Inc.
1 fund in our archive has pitched Kinder Morgan, Inc. — most recently Royal London Global Equity Select Fund in December 2025.
Kinder Morgan, Inc. operates as an energy infrastructure company in North America. The company operates through four segments: Natural Gas Pipelines, Products Pipelines, Terminals, and CO2. The Natural Gas Pipelines segment owns and operates interstate and intrastate natural gas pipeline, and underground storage systems; natural gas gathering systems and natural gas processing and treating facilities; natural gas liquids fractionation facilities and transportation systems; and liquefied natural gas liquefaction and storage facilities. The Products Pipelines segment owns and operates refined petroleum products, and crude oil and condensate pipelines; and associated product terminals and petroleum pipeline transmix facilities. The Terminals segment owns and/or operates liquids and bulk terminals that stores and handles various commodities, including gasoline, diesel fuel, chemicals, ethanol, metals, and petroleum coke; and owns tankers. The CO2 segment produces, transports, and markets CO2 to recovery and production crude oil from mature oil fields; owns interests in/or operates oil fields and gasoline processing plants; and operates a crude oil pipeline system in West Texas, as well as owns and operates RNG and LNG facilities. It owns and operates approximately 83,000 miles of pipelines and 143 terminals. The company was formerly known as Kinder Morgan Holdco LLC and changed its name to Kinder Morgan, Inc. in February 2011. Kinder Morgan, Inc. was founded in 1936 and is headquartered in Houston, Texas.
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Position history
Between Q4 2024 and Q3 2026, 8 fund letters reported a position in Kinder Morgan, Inc. — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 1 | 0 | 0 |
| Q2 2026 | 3 | 0 | 0 | 0 |
| Q4 2025 | 1 | 1 | 0 | 1 |
| Q4 2024 | 1 | 0 | 0 | 0 |
Fund activity · 8 positions · 2 moves
- New positionClearbridge Investments Dividend StrategySeptember 2026
“Portfolio Positioning With the market obsessively focused on AI, we see compelling opportunities in overlooked areas, including financials, industrials, communications services and energy infrastructure. Financials is our largest sector exposure; with the sector a strong contributor in the quarter we trimmed Travelers, Visa and JPMorgan Chase to harvest some gains while maintaining meaningful positions. In industrials, we exited aerospace manufacturer and defense contractor RTX also on strong performance, and as we believe its elevated valuation now discounts future good news, as well as Honeywell International. We added to other, higher-conviction, industrials positions: Honeywell Aerospace, recently spun off from Honeywell International and trading at a more attractive valuation, and Otis, an elevator and escalator maker whose high-margin service business generates sticky, defensive cash flows and some inflation protection. In communication services we added to T-Mobile, which continues to gain market share. T-Mobile enjoys the lowest cost structure of the major carriers, enabling it to deliver superior service at lower prices while still generating attractive returns. T-Mobile just raised its dividend roughly 15%. And in energy we bought Kinder Morgan, a high-quality energy infrastructure company with a sizable dividend yield, good balance sheet, contracted and recurring revenues and a solid growth outlook due to surging natural gas demand for LNG exports and power.”
Kinder Morgan, Inc. - August 2026
“The main index of oil and gas equities, the MSCI World Energy Index (net return), rose by 12.7% (in USD) in July, while the broader equity market, as measured by the MSCI World Index (net return), rose by 0.5%. Within the Fund, the strongest performers were Equinor, Suncor, Repsol, Cenovus and Valero while the weakest performers were Halliburton, Williams Cos, Enbridge, Kinder Morgan and TC Energy Corp.”
Kinder Morgan, Inc. - July 2026
“The portfolio contains four midstream holdings, Enbridge, Kinder Morgan, Williams Cos and TC Energy. These represent four of North America’s largest pipeline companies.”
Kinder Morgan, Inc. - June 2026
“The portfolio contains four midstream holdings, Enbridge, Kinder Morgan, Williams Cos and TC Energy. These represent four of North America’s largest pipeline companies.”
Kinder Morgan, Inc. - HoldsGuinnessJune 2026
“The portfolio contains four midstream holdings, Enbridge, Kinder Morgan, Williams Cos and TC Energy.”
Kinder Morgan, Inc. - June 2026
Listed in Gabelli Funds Shareholder Commentary: Open-End Funds’s reported holdings.
Kinder Morgan, Inc. - New positionRoyal London Global Equity Select FundDecember 2025
“Fund activity Recent transactions included the purchase of Kinder Morgan, an energy infrastructure business, with a portfolio of irreplaceable transmission and gathering pipelines.”
Kinder Morgan, Inc. - HoldsLegacy Ridge CapitalDecember 2024
“Rich Kinder, founder of Kinder Morgan (KMI): “This is the most exciting time to be in the midstream natural gas market than I’ve seen in my long decades in this business.””
Kinder Morgan, Inc.
Fund coverage · 1 thesis
- Royal London Global Equity Select FundDecember 2025
Kinder Morgan is a leading US energy infrastructure operator with irreplaceable pipelines, rising data center-driven demand, and a tripled project backlog.
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