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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 26, 2024 | Fawkes Capital Management | 12.0% | 12.0% | AGX, ARQ, HPS/A CN, KMI, POWL | - | View | ||
| 2025 Q3 | Oct 19, 2025 | Miller Howard Investments Infrastructure | 3.0% | - | AMT, CCI, CMCSA, ENB CN, ETR, KMI, OKE, PPL, SRE, TRP CN, UPS | AI, dividends, energy, infrastructure, Utilities | Infrastructure assets gained from AI-related data center expansion and natural gas project growth. Utilities and midstream firms benefit from AI-driven energy consumption and capital projects, while cell towers underperformed amid slowing growth. The portfolio remains positioned for stable income and dividend growth from regulated assets. | PPL SRE ETR ENB CN CCI |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 24, 2026 | Seeking Alpha | Seeking Alpha | Kinder Morgan, Inc. | Energy | Oil & Gas Midstream | Bull | New York Stock Exchange | data center market, EBITDA growth, Energy demand, investment backlog, Kinder Morgan, Leverage reduction, midstream segment, natural gas, Permian Basin, pipeline operator | View Pitch |
| Sep 27, 2025 | Seeking Alpha | Seeking Alpha | Kinder Morgan, Inc. | Oil & Gas Midstream | Bull | carbon capture, Dividend Growth, energy infrastructure, energy transition, fee-based cash flow, long-term investment, midstream, natural gas, pipeline, renewable natural gas | View Pitch | ||
| Aug 8, 2025 | Seeking Alpha | Luca Socci | Kinder Morgan, Inc. | Energy | Oil & Gas Midstream | Neutral | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | VettaFi Research | Kinder Morgan | Energy | Oil & Gas Midstream | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Long Player | Kinder Morgan | Energy | Oil & Gas Midstream | Bull | NYSE | — | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||