KMI

Kinder Morgan, Inc.

StockEnergyOil & Gas MidstreamUS$76.2B market cap

$30.87

▲ +1.0% today

+134.8% 5Y

As of Nov 10, 2026Delayed

Nov 10, 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: 24 ETFs; among the portfolios we cover
Built on KMI alone: 0 ETFs; […]
Most per dollar · basket: MLPX 7.2%; $72 of every $1,000
Biggest holder: XLE $1.3B; of KMI, 3.1% of the fund

Every ETF Theme Built Around KMI

YTD

ETFs That Pay From KMI

YTD

14.4%top yield · MLPI

MLPI14.4%+13.2%MDST9.8%+13.3%

Corner: yield · option income, upside capped

Heaviest KMI Baskets

YTD

$72per $1,000 in MLPX

MLPX7.2%+19.3%EIPI3.8%+17.3%EMLP3.5%+17.2%XLE3.1%+41.3%VDE2.2%+39.4%RAAX0.8%+11.4%

Corner: KMI weight · KMI is the biggest slice

Themes Around KMI

YTD

$41Mof KMI in 5 funds

ENFR5.3%+21.2%TOLZ2.8%+10.8%USAI4.2%+19.3%PIPE4.6%+21.3%USNG7.6%+19.6%

Corner: KMI weight · the themes it sits in

Geared ETFs Holding KMI

YTD

+81.7%ERX, the best of 1

ERX2×+81.7%

Corner: leverage · index funds with KMI inside

KMI Through Other ETFs

YTD

$72per $1,000 in MLPD

MLPD7.2%+7.8%XLEI3.1%+29.6%XLEM2.7%no YTD SMOM0.9%+11.7%TRUN0.7%no YTD GGM0.6%+6.7%

Corner: KMI weight · held through other ETFs

End-of-day Nov 10, 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 $434MIncome $163MUS Stock Styles $114MOther $13M

XLE$1.3B · 3.1%VDE$231M · 2.2%TPYPAMZAMLPX$248M · 7.2%EMLP$145M · 3.5%ENFR4 moreMLPIEIPI4 moreIWS$84M · 0.6%RSPG1 moreRAAX, FPWR, …

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

End-of-day Nov 10, 2026 · $2.3B across covered funds reporting KMI holdings

Open in desk

More of It

Most KMI per $1,000

Today

$76of KMI per $1,000 in USNG, the heaviest basket

#FundNameIssuerPer $1K ▼YTDOpen

1USNGAmplify Samsung U.S. Natural Gas Infrastructure ETFAmplify$76+19.6%Open

2TPYPTortoise North American Pipeline ETFTortoise$75+19.7%Open

3MLPXGlobal X MLP & Energy Infrastructure ETFGlobal X$72+19.3%Open

4MLPIMLP & Energy Infrastructure High Income ETFNEOS$66+13.2%Open

5EINCVanEck Energy Income ETFVanEck$63+21.3%Open

6UMIUSCF Midstream Energy Income FundUSCF$62+19.4%Open

7GASZCorgi Natural Gas Power & Turbines ETFCorgi$61—Open

8MDSTWestwood Salient Enhanced Midstream Income ETFWestwood$56+13.3%Open

9ENFRAlerian Energy Infrastructure ETFALPS$53+21.2%Open

10RSPGInvesco S&P 500 Equal Weight Energy ETFInvesco$48+36.2%Open

End-of-day Nov 10, 2026 · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding KMI

Today

$72in MLPX, the heaviest basket

FundPer $1,000YTD

MLPX$72+19.3%

EIPI$38+17.3%

EMLP$35+17.2%

XLE$31+41.3%

VDE$22+39.4%

RAAX$8+11.4%

End-of-day Nov 10, 2026 · bars run to $200

Geared ETFs Holding KMI

YTD

+81.7%ERX, the best of 1

FundAssetsYTD

ERX2×$220M+81.7%

End-of-day Nov 10, 2026 · 3× and 2× index funds

Income from It

KMI Income ETFs

Yield · Today

14.4%yield · MLPI, the biggest
2 income funds holding KMI

Invest $10,000 in MLPI · currently about $1,443 a year

FundYieldOn $10KYTD

MLPINEOS14.4%$1,443/yr+13.2%

MDSTWestwood9.8%$983/yr+13.3%

End-of-day Nov 10, 2026 · trailing yield · payouts can fall

Income ETFs Holding KMI, by Yield

Yield · Today

14.4%top yield, MLPI · highest payout first

#FundNameIssuerYield ▼YTDOpen

1MLPIMLP & Energy Infrastructure High Income ETFNEOS14.4%+13.2%Open

2MDSTWestwood Salient Enhanced Midstream Income ETFWestwood9.8%+13.3%Open

End-of-day Nov 10, 2026 · trailing yield · payouts can fall · option income caps the upside

Income Strategies Holding KMI

YTD

$163Mof KMI held by 6 income funds · MLPI is the largest

StrategyFundNameKMI per $1,000YieldYTDAssets

Income basketMLPIMLP & Energy Infrastructure High Income ETF$6614.4%+13.2%$872M

Income basketMDSTWestwood Salient Enhanced Midstream Income ETF$569.8%+13.3%$280M

Income basketEIPIFT Energy Income Partners Enhanced Income ETF$386.8%+17.3%$1.1B

On $10KMLPI $1,443/yr MDST $983/yr EIPI $682/yr

End-of-day Nov 10, 2026 · $163M = income covered funds reporting KMI holdings · trailing yield

Thematic ETFs

Themes Around KMI

YTD

$41Mof KMI held in 5 theme funds

ENFR+21.2%$516M · 5.3% KMI TOLZ+10.8%$172M USAI+19.3%$121M · 4.2% KMI PIPE+21.3%

Size = assets · colour = YTD · KMI weight in eachAll 5 →

End-of-day Nov 10, 2026

MLPX vs EMLP

YTD

MLPXGlobal X · InfrastructureEMLPFirst Trust · Infrastructure

Year to date

+19.3%

+17.2%

MLPX wins+2.1 pts

Past year

+24.6%

+18.4%

MLPX wins+6.2 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 9, 2026 · AUM not scored

KMI Themes Ranked by Return

YTD

+21.3%PIPE, the best of the theme funds holding KMI

#FundNameIssuerYTD ▼KMIOpen

1PIPEInvesco SteelPath MLP & Energy Infrastructure ETFInvesco+21.3%4.6%Open

2ENFRAlerian Energy Infrastructure ETFALPS+21.2%5.3%Open

3USNGAmplify Samsung U.S. Natural Gas Infrastructure ETFAmplify+19.6%7.6%Open

4USAIPacer American Energy Infrastructure ETFPacer+19.3%4.2%Open

5MLPXGlobal X MLP & Energy Infrastructure ETFGlobal X+19.3%7.2%Open

6EMLPFirst Trust North American Energy Infrastructure FundFirst Trust+17.2%3.5%Open

7TOLZProShares DJ Brookfield Global Infrastructure ETFProShares+10.8%2.8%Open

End-of-day Nov 10, 2026 · KMI = its weight in each fund

Infrastructure vs Thematic

Average · YTD

MLPX

+19.3%

EMLP

+17.2%

Thematic average

+6.9%

End-of-day Nov 9, 2026