KMI

Kinder Morgan, Inc.

StockEnergyOil & Gas MidstreamUS$76.2B market cap

$30.20

▲ +0.8% today

−6.0% 1M

As of Nov 9, 2026Delayed

Nov 9, 2026 · KMI total return with dividends reinvested, from daily closes · S&P 500 uses VOO over the same datesKMIS&P 500 · VOO

Held by ETFs: $2.3B; across covered funds’ reported holdings
Share of the company: ≈3%; of Kinder Morgan held through ETFs
Reported holding in: 26 ETFs; among the portfolios we cover
Built on KMI alone: 0 ETFs; […]
Most per dollar · basket: MLPX 7.1%; $71 of every $1,000
Biggest holder: XLE $1.3B; of KMI, 3.2% of the fund

Every ETF Theme Built Around KMI

YTD

ETFs That Pay From KMI

YTD

14.7%top yield · MLPI

MLPI14.7%+11.0%MDST10.0%+11.2%

Corner: yield · option income, upside capped

Heaviest KMI Baskets

YTD

$71per $1,000 in MLPX

MLPX7.1%+17.9%EIPI3.8%+16.0%EMLP3.5%+16.1%XLE3.2%+40.6%VDE2.2%+38.6%RAAX0.8%+9.2%

Corner: KMI weight · KMI is the biggest slice

Themes Around KMI

YTD

$41Mof KMI in 6 funds

ENFR5.3%+19.5%TOLZ2.8%+9.3%USAI4.2%+16.9%PIPE4.6%+19.1%IVEP4.0%no YTD USNG7.8%+15.6%

Corner: KMI weight · the themes it sits in

Geared ETFs Holding KMI

YTD

+79.8%ERX, the best of 1

ERX2×+79.8%

Corner: leverage · index funds with KMI inside

KMI Through Other ETFs

YTD

$32per $1,000 in XLEI

XLEI3.2%+29.1%XLEM2.7%no YTD SMOM0.9%+9.4%TRUN0.7%no YTD GGM0.6%+3.0%HNDL0.5%+4.3%

Corner: KMI weight · held through other ETFs

End-of-day Nov 9, 2026 · each tile is one fund · closest to the stock first, then outward

Where the Money Sits

Where the ETF Money in KMI Sits

Today

69%in Sectors funds

Sectors $1.6BThematic $432MIncome $164MUS Stock Styles $115MOther $13M

XLE$1.3B · 3.2%VDE$231M · 2.2%TPYPAMZAMLPX$245M · 7.1%EMLP$146M · 3.5%ENFR5 moreMLPIEIPI4 moreIWS$84M · 0.6%RSPG2 moreRAAX, FPWR, …

Tile size = dollars of KMI held% = KMI’s weight in the fund

End-of-day Nov 9, 2026 · $2.3B across covered funds reporting KMI holdings

Open in desk

More of It

Most KMI per $1,000

Today

$78of KMI per $1,000 in USNG, the heaviest basket

#FundNameIssuerPer $1K ▼YTDOpen

1USNGAmplify Samsung U.S. Natural Gas Infrastructure ETFAmplify$78+15.6%Open

2TPYPTortoise North American Pipeline ETFTortoise$75+17.9%Open

3MLPXGlobal X MLP & Energy Infrastructure ETFGlobal X$71+17.9%Open

4MLPIMLP & Energy Infrastructure High Income ETFNEOS$67+11.0%Open

5EINCVanEck Energy Income ETFVanEck$63+19.2%Open

6GASZCorgi Natural Gas Power & Turbines ETFCorgi$63—Open

7UMIUSCF Midstream Energy Income FundUSCF$62+17.5%Open

8MDSTWestwood Salient Enhanced Midstream Income ETFWestwood$57+11.2%Open

9ENFRAlerian Energy Infrastructure ETFALPS$53+19.5%Open

10RSPGInvesco S&P 500 Equal Weight Energy ETFInvesco$48+34.9%Open

End-of-day Nov 9, 2026 · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding KMI

Today

$71in MLPX, the heaviest basket

FundPer $1,000YTD

MLPX$71+17.9%

EIPI$38+16.0%

EMLP$35+16.1%

XLE$32+40.6%

VDE$22+38.6%

RAAX$8+9.2%

End-of-day Nov 9, 2026 · bars run to $200

Geared ETFs Holding KMI

YTD

+79.8%ERX, the best of 1

FundAssetsYTD

ERX2×$215M+79.8%

End-of-day Nov 9, 2026 · 3× and 2× index funds

Income from It

KMI Income ETFs

Yield · Today

14.7%yield · MLPI, the biggest
2 income funds holding KMI

Invest $10,000 in MLPI · currently about $1,471 a year

FundYieldOn $10KYTD

MLPINEOS14.7%$1,471/yr+11.0%

MDSTWestwood10.0%$1,002/yr+11.2%

End-of-day Nov 9, 2026 · trailing yield · payouts can fall

Income ETFs Holding KMI, by Yield

Yield · Today

14.7%top yield, MLPI · highest payout first

#FundNameIssuerYield ▼YTDOpen

1MLPIMLP & Energy Infrastructure High Income ETFNEOS14.7%+11.0%Open

2MDSTWestwood Salient Enhanced Midstream Income ETFWestwood10.0%+11.2%Open

End-of-day Nov 9, 2026 · trailing yield · payouts can fall · option income caps the upside

Income Strategies Holding KMI

YTD

$164Mof KMI held by 6 income funds · MLPI is the largest

StrategyFundNameKMI per $1,000YieldYTDAssets

Income basketMLPIMLP & Energy Infrastructure High Income ETF$6714.7%+11.0%$872M

Income basketMDSTWestwood Salient Enhanced Midstream Income ETF$5710.0%+11.2%$280M

Income basketEIPIFT Energy Income Partners Enhanced Income ETF$386.9%+16.0%$1.1B

On $10KMLPI $1,471/yr MDST $1,002/yr EIPI $689/yr

End-of-day Nov 9, 2026 · $164M = income covered funds reporting KMI holdings · trailing yield

Thematic ETFs

Themes Around KMI

YTD

$41Mof KMI held in 6 theme funds

ENFR+19.5%$508M · 5.3% KMI TOLZ+9.3%$170M USAI+16.9%$119M · 4.2% KMI PIPE+19.1%$60M IVEPUSNG

Size = assets · colour = YTD · KMI weight in eachAll 6 →

End-of-day Nov 9, 2026

MLPX vs EMLP

YTD

MLPXGlobal X · InfrastructureEMLPFirst Trust · Infrastructure

Year to date

+17.9%

+16.1%

MLPX wins+1.8 pts

Past year

+23.7%

+17.7%

MLPX wins+6.0 pts

Fee

0.45%

0.95%

MLPX winslower fee

Yield

4.4%

2.8%

MLPX wins+1.6 pts

AUM

$3.4B

$4.1B

EMLP1.2× more

4–0MLPX wins

End-of-day Nov 6, 2026 · AUM not scored

KMI Themes Ranked by Return

YTD

+19.5%ENFR, the best of the theme funds holding KMI

#FundNameIssuerYTD ▼KMIOpen

1ENFRAlerian Energy Infrastructure ETFALPS+19.5%5.3%Open

2PIPEInvesco SteelPath MLP & Energy Infrastructure ETFInvesco+19.1%4.6%Open

3MLPXGlobal X MLP & Energy Infrastructure ETFGlobal X+17.9%7.1%Open

4USAIPacer American Energy Infrastructure ETFPacer+16.9%4.2%Open

5EMLPFirst Trust North American Energy Infrastructure FundFirst Trust+16.1%3.5%Open

6USNGAmplify Samsung U.S. Natural Gas Infrastructure ETFAmplify+15.6%7.8%Open

7TOLZProShares DJ Brookfield Global Infrastructure ETFProShares+9.3%2.8%Open

End-of-day Nov 9, 2026 · KMI = its weight in each fund

Infrastructure vs Thematic

Average · YTD

MLPX

+17.9%

EMLP

+16.1%

Thematic average

+3.5%

End-of-day Nov 6, 2026