M.E. ALLISON & CO., INC. KMI — KINDER MORGAN INC DEL

Ownership history in M.E. ALLISON & CO., INC.  ·  5 quarters on record

AI Ownership Summary

M.E. ALLISON & CO., INC. reported KINDER MORGAN INC DEL (KMI) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.24% in 2025 Q2. The latest visible filing shows KMI at 0.16% 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 M.E. ALLISON & CO., INC.'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 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 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.

KMI stock page M.E. ALLISON & CO., INC. fund profile M.E. ALLISON & CO., INC. full holdings
How M.E. ALLISON & CO., INC. 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 8,500 — 0% 0.16% $272K 2026-07-07 $32.49
2026 Q1 UNCHANGED — — — 8,500 — 0% 0.19% $285K 2026-04-08 $32.66
2025 Q4 UNCHANGED — — — 8,500 — 0% 0.16% $234K 2026-01-12 $26.42
2025 Q3 REDUCED 15.8% -2.2% ✅ 8,500 -1,600 -15.8% 0.17% $241K 2025-10-08 $27.31
2025 Q2 INITIATED — — — 10,100 — — 0.24% $297K 2025-07-25 $26.30

🏢 Other funds also holding KMI

As of 2026 Q2 — sorted by position size

SWP Investment Management LLC 2.57% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 1.68% Mirador Capital Partners LP 3Y 7Y 1.33% Silverberg Bernstein Capital Management LLC 0.83% Madison Park Capital Advisors, LLC 0.54% Quad-Cities Investment Group, LLC 3Y 7Y 0.41% Addis & Hill, Inc 0.4% Post Resch Tallon Group Inc. 0.39% EASTERN BANK 3Y 7Y 0.38% CHAPIN DAVIS, INC. 3Y 0.17%

FAQ About M.E. ALLISON & CO., INC. and KMI

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

How long has M.E. ALLISON & CO., INC. reported owning KMI?

M.E. ALLISON & CO., INC. reported KMI across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported KMI position in M.E. ALLISON & CO., INC.'s portfolio?

The largest reported portfolio weight for KMI was 0.24% in 2025 Q2.

What is the latest reported KMI position on this page?

The most recent filing on this page is 2026 Q2, when M.E. ALLISON & CO., INC. reported 8,500 shares, equal to 0.16% of portfolio, with an estimated market value of $272K.

What does the chart on this KMI ownership page compare?

The chart compares M.E. ALLISON & CO., INC.'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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