Energy Income Partners, LLC portfolio
Managed by . 87 reported positions worth $6.2B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 45 days old on 2026-05-15, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| SUNC | SUNOCOCORP LLC | $12.7M | 206,677 | 0.20% |
| KBR | KBR INC | $11.6M | 315,800 | 0.19% |
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| CTRA | COTERRA ENERGY INC | $14.1M | 534,886 | 0.00% |
| CAT | CATERPILLAR INC | $13.2M | 23,071 | 0.00% |
| HP | HELMERICH & PAYNE INC | $3.4M | 117,776 | 0.00% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NFG | NATIONAL FUEL GAS CO | $243.3M | 2,589,824 | 3.92% | +1% |
| PAGP | PLAINS GP HLDGS L P | $217.9M | 8,974,776 | 3.51% | +1% |
| PPL | PPL CORP | $153.4M | 4,014,732 | 2.47% | +1% |
| OKE | ONEOK INC NEW | $152.6M | 1,688,741 | 2.46% | +58% |
| SRE | SEMPRA | $130.5M | 1,342,678 | 2.10% | +2% |
| AEP | AMERICAN ELEC PWR CO INC | $119.3M | 910,078 | 1.92% | +15% |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $114.8M | 1,418,606 | 1.85% | +101% |
| OGS | ONE GAS INC | $114.6M | 1,331,076 | 1.84% | +1% |
| EVRG | EVERGY INC | $101.4M | 1,237,749 | 1.63% | +1% |
| FE | FIRSTENERGY CORP | $96.3M | 1,900,897 | 1.55% | +12% |
| WEC | WEC ENERGY GROUP INC | $88.6M | 765,610 | 1.43% | +3% |
| OGE | OGE ENERGY CORP | $88.6M | 1,847,489 | 1.43% | +1% |
| DTE | DTE ENERGY CO | $85.2M | 582,435 | 1.37% | +2% |
| XEL | XCEL ENERGY INC | $79.5M | 1,000,644 | 1.28% | +66% |
| NEE | NEXTERA ENERGY INC | $75.9M | 817,507 | 1.22% | +1% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| EQT | EQT CORP | $1.2M | 18,096 | 0.02% | -93% |
| TTEN | TOTALENERGIES SE | $7.5M | 82,591 | 0.12% | -86% |
| EXMOC | EXXON MOBIL CORP | $45.6M | 268,676 | 0.73% | -60% |
| ENS | ENERSYS | $14.5M | 83,362 | 0.23% | -59% |
| NI | NISOURCE INC | $3.0M | 65,355 | 0.05% | -48% |
| CMI | CUMMINS INC | $50.7M | 94,309 | 0.82% | -43% |
| GNRC | GENERAC HLDGS INC | $59.2M | 303,046 | 0.95% | -43% |
| TRGP | TARGA RES CORP | $81.9M | 326,775 | 1.32% | -42% |
| PWR | QUANTA SVCS INC | $69.3M | 126,193 | 1.11% | -42% |
| LNG | CHENIERE ENERGY INC | $91.7M | 323,161 | 1.48% | -31% |
| SHEL | SHELL PLC | $69.0M | 742,055 | 1.11% | -26% |
| EXE | EXPAND ENERGY CORPORATION | $8.4M | 76,381 | 0.13% | -25% |
| NJR | NEW JERSEY RES CORP | $77.8M | 1,416,001 | 1.25% | -23% |
| FLR | FLUOR CORP NEW | $5.2M | 111,081 | 0.08% | -21% |
| TRP | TC ENERGY CORP | $55.4M | 884,270 | 0.89% | -19% |
All reported holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| EPD | ENTERPRISE PRODS PARTNERS L | $519.6M | 13,731,348 | 8.36% | — |
| ET | ENERGY TRANSFER LP | $486.5M | 25,207,455 | 7.83% | — |
| MPLX | MPLX LP | $294.3M | 5,157,478 | 4.74% | — |
| KMI | KINDER MORGAN INC DEL | $249.3M | 7,435,176 | 4.01% | — |
| NFG | NATIONAL FUEL GAS CO | $243.3M | 2,589,824 | 3.92% | — |
| PAGP | PLAINS GP HLDGS L P | $217.9M | 8,974,776 | 3.51% | — |
| SO | SOUTHERN CO | $165.7M | 1,716,842 | 2.67% | — |
| PPL | PPL CORP | $153.4M | 4,014,732 | 2.47% | — |
| OKE | ONEOK INC NEW | $152.6M | 1,688,741 | 2.46% | — |
| ETR | ENTERGY CORP NEW | $146.7M | 1,305,538 | 2.36% | — |
| DUK | DUKE ENERGY CORP NEW | $136.0M | 1,038,588 | 2.19% | — |
| SRE | SEMPRA | $130.5M | 1,342,678 | 2.10% | — |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $123.5M | 1,901,251 | 1.99% | — |
| AEP | AMERICAN ELEC PWR CO INC | $119.3M | 910,078 | 1.92% | — |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $114.8M | 1,418,606 | 1.85% | — |
| OGS | ONE GAS INC | $114.6M | 1,331,076 | 1.84% | — |
| WMB | WILLIAMS COS INC | $106.1M | 1,458,462 | 1.71% | — |
| EVRG | EVERGY INC | $101.4M | 1,237,749 | 1.63% | — |
| CQP | CHENIERE ENERGY PARTNERS LP | $98.5M | 1,524,213 | 1.58% | — |
| FE | FIRSTENERGY CORP | $96.3M | 1,900,897 | 1.55% | — |
| NY4B | CLEARWAY ENERGY INC | $93.9M | 2,398,423 | 1.51% | — |
| LNG | CHENIERE ENERGY INC | $91.7M | 323,161 | 1.48% | — |
| CNP | CENTERPOINT ENERGY INC | $91.4M | 2,117,813 | 1.47% | — |
| WEC | WEC ENERGY GROUP INC | $88.6M | 765,610 | 1.43% | — |
| OGE | OGE ENERGY CORP | $88.6M | 1,847,489 | 1.43% | — |
| DTE | DTE ENERGY CO | $85.2M | 582,435 | 1.37% | — |
| TRGP | TARGA RES CORP | $81.9M | 326,775 | 1.32% | — |
| XEL | XCEL ENERGY INC | $79.5M | 1,000,644 | 1.28% | — |
| NJR | NEW JERSEY RES CORP | $77.8M | 1,416,001 | 1.25% | — |
| NEE | NEXTERA ENERGY INC | $75.9M | 817,507 | 1.22% | — |
| D | DOMINION ENERGY INC | $74.4M | 1,203,357 | 1.20% | — |
| VST | VISTRA CORP | $70.8M | 471,293 | 1.14% | — |
| PWR | QUANTA SVCS INC | $69.3M | 126,193 | 1.11% | — |
| SHEL | SHELL PLC | $69.0M | 742,055 | 1.11% | — |
| ATO | ATMOS ENERGY CORP | $67.1M | 363,311 | 1.08% | — |
| CMS | CMS ENERGY CORP | $60.1M | 774,053 | 0.97% | — |
| GNRC | GENERAC HLDGS INC | $59.2M | 303,046 | 0.95% | — |
| LNT | ALLIANT ENERGY CORP | $58.1M | 809,556 | 0.93% | — |
| AEE | AMEREN CORP | $58.0M | 527,782 | 0.93% | — |
| DTM | DT MIDSTREAM INC | $57.9M | 429,858 | 0.93% | — |
| IDA | IDACORP INC | $56.3M | 393,961 | 0.91% | — |
| TRP | TC ENERGY CORP | $55.4M | 884,270 | 0.89% | — |
| ENB | ENBRIDGE INC | $52.9M | 977,600 | 0.85% | — |
| CMI | CUMMINS INC | $50.7M | 94,309 | 0.82% | — |
| AROC | ARCHROCK INC | $48.5M | 1,393,885 | 0.78% | — |
| UGI | UGI CORP NEW | $46.7M | 1,283,595 | 0.75% | — |
| EXMOC | EXXON MOBIL CORP | $45.6M | 268,676 | 0.73% | — |
| SR | SPIRE INC | $36.4M | 402,270 | 0.59% | — |
| WLKP | WESTLAKE CHEM PARTNERS LP | $34.9M | 1,582,007 | 0.56% | — |
| CEG | CONSTELLATION ENERGY CORP | $30.7M | 109,856 | 0.49% | — |
| PAA | PLAINS ALL AMERN PIPELINE L | $29.6M | 1,323,892 | 0.48% | — |
| EOG | EOG RES INC | $28.3M | 195,943 | 0.46% | — |
| RRC | RANGE RES CORP | $27.7M | 612,947 | 0.45% | — |
| PCG | PG&E CORP | $27.4M | 1,556,802 | 0.44% | — |
| AES | AES CORP | $25.7M | 1,821,620 | 0.41% | — |
| BKR | BAKER HUGHES COMPANY | $24.7M | 404,918 | 0.40% | — |
| SLB | SCHLUMBERGER LTD | $23.4M | 455,927 | 0.38% | — |
| CNR | CORE NATURAL RESOURCES INC | $23.4M | 223,354 | 0.38% | — |
| HAL | HALLIBURTON CO | $22.1M | 565,683 | 0.35% | — |
| CPK | CHESAPEAKE UTILS CORP | $21.9M | 173,654 | 0.35% | — |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $20.4M | 737,328 | 0.33% | — |
| WTRG | ESSENTIAL UTILS INC | $20.1M | 498,350 | 0.32% | — |
| TXO | TXO PARTNERS LP | $18.2M | 1,449,028 | 0.29% | — |
| ENS | ENERSYS | $14.5M | 83,362 | 0.23% | — |
| WHD | CACTUS INC | $14.2M | 300,759 | 0.23% | — |
| FTI | TECHNIPFMC PLC | $14.1M | 203,864 | 0.23% | — |
| PSX | PHILLIPS 66 | $13.4M | 73,405 | 0.22% | — |
| SUNC | SUNOCOCORP LLC | $12.7M | 206,677 | 0.20% | — |
| KBR | KBR INC | $11.6M | 315,800 | 0.19% | — |
| J | JACOBS SOLUTIONS INC | $11.4M | 89,384 | 0.18% | — |
| GPOR | GULFPORT ENERGY CORP | $10.7M | 50,395 | 0.17% | — |
| FANG | DIAMONDBACK ENERGY INC | $10.1M | 51,283 | 0.16% | — |
| EXC | EXELON CORP | $9.0M | 183,139 | 0.14% | — |
| EXE | EXPAND ENERGY CORPORATION | $8.4M | 76,381 | 0.13% | — |
| TTEN | TOTALENERGIES SE | $7.5M | 82,591 | 0.12% | — |
| INTERNATIONAL SEAWAYS IN | INTERNATIONAL SEAWAYS INC | $6.0M | 82,321 | 0.10% | — |
| FLR | FLUOR CORP NEW | $5.2M | 111,081 | 0.08% | — |
| NOV | NOV INC | $4.4M | 233,941 | 0.07% | — |
| ECO | OKEANIS ECO TANKERS COR | $3.5M | 69,118 | 0.06% | — |
| FRO | FRONTLINE PLC | $3.2M | 90,455 | 0.05% | — |
| NI | NISOURCE INC | $3.0M | 65,355 | 0.05% | — |
| DHT | DHT HOLDINGS INC | $2.9M | 158,606 | 0.05% | — |
| MPC | MARATHON PETE CORP | $2.5M | 10,436 | 0.04% | — |
| DINO | HF SINCLAIR CORP | $2.2M | 34,915 | 0.04% | — |
| FSLR | FIRST SOLAR INC | $2.0M | 10,184 | 0.03% | — |
| VLO | VALERO ENERGY CORP | $1.7M | 6,925 | 0.03% | — |
| EQT | EQT CORP | $1.2M | 18,096 | 0.02% | — |
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by Energy Income Partners, LLC (CIK 1388814, accession 0001104659-26-062131). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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