Energy Income Partners, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Energy Income Partners, LLC reported 88 stock positions worth $6.4 billion. Its top holding was Enterprise Products Partners (EPD) at 8.0% of the portfolio, followed by Energy Transfer (ET, 7.7%) and MPLX (MPLX, 4.8%). Compared with Q1 2026, it opened 5 new positions, sold out of 4, added to 60 and reduced 23. The biggest buy was a new position in Tetra Tech (TTEK) and the biggest sale an exit from Spire (SR).

Most Recent 13F
Q2 2026
Location
Westport, CT
CIK
0001388814
Portfolio Value
$6.4B (Q2 2026)
SEC Filing
0001104659-26-092699 ↗ filed Aug 7, 2026

Holdings Value

0$2.0B$4.0B$6.0B$8.0B Q1 2024: $4.9B Q1 2024 Q2 2024: $4.5B Q2 2024 Q3 2024: $4.7B Q3 2024 Q4 2024: $4.9B Q4 2024 Q1 2025: $5.2B Q1 2025 Q2 2025: $5.1B Q2 2025 Q3 2025: $5.2B Q3 2025 Q4 2025: $5.5B Q4 2025 Q1 2026: $6.2B Q1 2026 Q2 2026: $6.4B $6.4B Q2 2026

Holdings 88 stocks · $6.4B

EPD Enterprise Products Partners 8.00% 13,831,913 $508.5M Add +0.7%
ET Energy Transfer LP 7.71% 25,654,536 $490.5M Add +1.8%
MPLX MPLX LP 4.77% 5,380,295 $303.1M Add +4.3%
KMI Kinder Morgan Inc. 3.79% 7,534,321 $240.9M Add +1.3%
NFG National Fuel Gas Co. 3.64% 2,995,843 $231.3M Add +15.7%
PAGP Plains GP Holdings LP 3.45% 9,045,863 $219.5M Add +0.8%
SO The Southern Co. 2.61% 1,735,602 $166.1M Add +1.1%
OKE Oneok Inc. 2.41% 1,761,507 $153.1M Add +4.3%
ETR Entergy Corp. 2.33% 1,291,790 $148.4M Reduce -1.1%
PPL PPL Corp. 2.24% 3,915,845 $142.3M Reduce -2.5%
DUK Duke Energy Corp. 2.23% 1,120,607 $141.8M Add +7.9%
OGS One Gas Inc. 2.14% 1,763,956 $135.9M Add +32.5%
SRE Sempra 2.00% 1,370,004 $127.0M Add +2.0%
AEP American Electric Power 1.98% 919,858 $125.8M Add +1.1%
SUN Sunoco LP 1.88% 1,768,784 $119.4M Reduce -7.0%
PEG Public Service Enterprise GP 1.83% 1,432,413 $116.3M Add +1.0%
EVRG Evergy Inc. 1.74% 1,277,260 $110.4M Add +3.2%
LNG Cheniere Energy Inc. 1.70% 451,655 $108.0M Add +39.8%
WMB Williams Cos Inc. 1.68% 1,436,383 $106.8M Reduce -1.5%
CNP Centerpoint Energy Inc. 1.63% 2,348,478 $103.4M Add +10.9%
OGE Oge Energy Corp. 1.56% 2,034,850 $99.0M Add +10.1%
FE Firstenergy Corp. 1.53% 2,053,059 $97.6M Add +8.0%
WEC WEC Energy Group Inc. 1.53% 835,526 $97.6M Add +9.1%
CQP Cheniere Energy Partners LP 1.49% 1,554,578 $94.8M Add +2.0%
NEE Nextera Energy Inc. 1.40% 1,010,717 $88.7M Add +23.6%
TRGP Targa Resources Corp. 1.35% 321,173 $86.1M Reduce -1.7%
D Dominion Energy Inc. 1.32% 1,233,506 $84.2M Add +2.5%
CWEN.A Clearway Energy Inc. Class A 1.31% 2,433,941 $83.2M Add +1.5%
XEL Xcel Energy Inc. 1.29% 1,022,550 $82.1M Add +2.2%
DTE DTE Energy Company 1.28% 534,462 $81.4M Reduce -8.2%
NJR New Jersey Resources Corp. 1.24% 1,402,434 $78.6M Reduce -1.0%
GNRC Generac Holdings Inc. 1.21% 263,559 $77.2M Reduce -13.0%
VST Vistra Corp. 1.19% 477,199 $75.7M Add +1.3%
ATO Atmos Energy Corp. 1.11% 410,650 $70.7M Add +13.0%
TTEK Tetra Tech Inc. 1.08% 2,371,465 $68.5M New
PWR Quanta Services Inc. 1.05% 92,723 $66.8M Reduce -26.5%
AEE Ameren Corporation 1.05% 588,272 $66.5M Add +11.5%
DTM DT Midstream Inc. 1.00% 433,200 $63.6M Add +0.8%
LNT Alliant Energy Corp. 0.99% 826,750 $63.1M Add +2.1%
IDA Idacorp Inc. 0.95% 400,649 $60.6M Add +1.7%
AROC Archrock Inc. 0.92% 1,437,233 $58.5M Add +3.1%
J Jacobs Solutions Inc. 0.92% 462,984 $58.3M Add +418.0%
XOM Exxon Mobil Corp. 0.91% 425,249 $58.1M Add +58.3%
CMS CMS Energy Corp. 0.84% 702,074 $53.7M Reduce -9.3%
UGI Ugi Corp. 0.71% 1,302,403 $45.0M Add +1.5%
TRP TC Energy Corp. 0.66% 628,663 $41.7M Reduce -28.9%
SHEL Shell PLC-ADR 0.61% 496,897 $38.5M Reduce -33.0%
CMI Cummins Inc. 0.58% 51,595 $36.8M Reduce -45.3%
WLKP Westlake Chemical Partners L 0.56% 1,589,566 $35.4M Add +0.5%
EOG EOG Resources Inc. 0.51% 248,767 $32.3M Add +27.0%
RRC Range Resources Corp. 0.50% 858,635 $31.9M Add +40.1%
ENB Enbridge Inc. 0.49% 577,231 $31.3M Reduce -41.0%
PAA Plains All Amer Pipeline LP 0.46% 1,310,687 $29.2M Reduce -1.0%
PCG P G & E Corp. 0.44% 1,658,844 $27.9M Add +6.5%
CEG Constellation Energy 0.44% 111,817 $27.8M Add +1.8%
AES AES Corp. 0.43% 1,847,213 $27.1M Add +1.4%
CPK Chesapeake Utilities Corp. 0.39% 204,771 $25.1M Add +17.9%
SUNC Sunococorp LLC 0.39% 370,203 $25.1M Add +79.1%
ARLP Alliance Resource Partners 0.39% 1,044,641 $25.1M Add +41.7%
BKR Baker Hughes Co. 0.36% 410,363 $22.8M Add +1.3%
CNR Core Natural Resources Inc. 0.34% 273,302 $21.9M Add +22.4%
EQT Eqt Corp. 0.34% 406,270 $21.6M Add +2145.1%
TXO Txo Partners LP 0.32% 1,636,522 $20.5M Add +12.9%
SLB SLB Ltd. filed as SLB LIMITED 0.32% 433,997 $20.2M Reduce -4.8%
HAL Halliburton Co. 0.31% 573,929 $19.5M Add +1.5%
PSX Phillips 66 0.30% 114,652 $19.4M Add +56.2%
WHD Cactus Inc. Class A 0.23% 291,099 $14.9M Reduce -3.2%
FTI Technipfmc PLC 0.22% 208,938 $13.9M Add +2.5%
EXC Exelon Corp. 0.14% 186,962 $8.7M Add +2.1%
GPOR Gulfport Energy Corp. 0.13% 50,541 $8.6M Add +0.3%
KBR KBR Inc. 0.11% 194,142 $6.7M Reduce -38.5%
TTE Totalenergies SE -Spon ADR 0.10% 83,995 $6.5M Add +1.7%
FLR Fluor Corp. 0.09% 111,197 $5.8M Add +0.1%
FLS Flowserve Corp. 0.09% 75,188 $5.6M New
DINO HF Sinclair Corp. 0.08% 74,808 $5.2M Add +114.3%
VLO Valero Energy Corp. 0.08% 18,888 $4.9M Add +172.8%
MPC Marathon Petroleum Corp. 0.08% 19,213 $4.9M Add +84.1%
TS Tenaris SA-ADR 0.07% 80,180 $4.4M New
NOV Nov Inc. 0.07% 234,174 $4.3M Add +0.1%
HP Helmerich & Payne 0.07% 130,346 $4.3M New
FANG Diamondback Energy Inc. 0.07% 23,891 $4.2M Reduce -53.4%
INSW International Seaways Inc. 0.07% 54,323 $4.2M Reduce -34.0%
DHT DHT Holdings Inc. 0.06% 240,714 $4.0M Add +51.8%
WTRG Essential Utilities Inc. 0.04% 65,916 $2.5M Reduce -86.8%
FSLR First Solar Inc. 0.04% 10,429 $2.5M Add +2.4%
ECO Okeanis Eco Tankers Corp. 0.04% 44,659 $2.2M Reduce -35.4%
FRO Frontline PLC 0.02% 34,536 $1.2M Reduce -61.8%
STN Stantec Inc. 0.01% 12,110 $835K New

Portfolio Sells Q1 2026 → Q2 2026

SR Spire Inc. Sold out 0.00% −0.59
SHEL Shell PLC-ADR Reduce -33.0% 0.61% −0.50
ENB Enbridge Inc. Reduce -41.0% 0.49% −0.36
WTRG Essential Utilities Inc. Reduce -86.8% 0.04% −0.28
CMI Cummins Inc. Reduce -45.3% 0.58% −0.24
TRP TC Energy Corp. Reduce -28.9% 0.66% −0.24
ENS Enersys Sold out 0.00% −0.23
PPL PPL Corp. Reduce -2.5% 2.24% −0.23
EXE Expand Energy Corp. Sold out 0.00% −0.13
CMS CMS Energy Corp. Reduce -9.3% 0.84% −0.12
SUN Sunoco LP Reduce -7.0% 1.88% −0.11
FANG Diamondback Energy Inc. Reduce -53.4% 0.07% −0.10
DTE DTE Energy Company Reduce -8.2% 1.28% −0.09
KBR KBR Inc. Reduce -38.5% 0.11% −0.08
PWR Quanta Services Inc. Reduce -26.5% 1.05% −0.06
SLB SLB Ltd. Reduce -4.8% 0.32% −0.06
NI Nisource Inc. Sold out 0.00% −0.05
FRO Frontline PLC Reduce -61.8% 0.02% −0.03
INSW International Seaways Inc. Reduce -34.0% 0.07% −0.03
WMB Williams Cos Inc. Reduce -1.5% 1.68% −0.03
ETR Entergy Corp. Reduce -1.1% 2.33% −0.03
ECO Okeanis Eco Tankers Corp. Reduce -35.4% 0.04% −0.02
PAA Plains All Amer Pipeline LP Reduce -1.0% 0.46% −0.02
NJR New Jersey Resources Corp. Reduce -1.0% 1.24% −0.02
WHD Cactus Inc. Class A Reduce -3.2% 0.23% +0.01
TRGP Targa Resources Corp. Reduce -1.7% 1.35% +0.04
GNRC Generac Holdings Inc. Reduce -13.0% 1.21% +0.26

Portfolio Buys Q1 2026 → Q2 2026

TTEK Tetra Tech Inc. New 1.08% +1.08
J Jacobs Solutions Inc. Add +418.0% 0.92% +0.73
EQT Eqt Corp. Add +2145.1% 0.34% +0.32
OGS One Gas Inc. Add +32.5% 2.14% +0.29
LNG Cheniere Energy Inc. Add +39.8% 1.70% +0.22
SUNC Sunococorp LLC Add +79.1% 0.39% +0.19
XOM Exxon Mobil Corp. Add +58.3% 0.91% +0.18
NEE Nextera Energy Inc. Add +23.6% 1.40% +0.17
CNP Centerpoint Energy Inc. Add +10.9% 1.63% +0.16
AROC Archrock Inc. Add +3.1% 0.92% +0.14
OGE Oge Energy Corp. Add +10.1% 1.56% +0.13
D Dominion Energy Inc. Add +2.5% 1.32% +0.13
AEE Ameren Corporation Add +11.5% 1.05% +0.11
WEC WEC Energy Group Inc. Add +9.1% 1.53% +0.11
EVRG Evergy Inc. Add +3.2% 1.74% +0.10
PSX Phillips 66 Add +56.2% 0.30% +0.09
FLS Flowserve Corp. New 0.09% +0.09
TS Tenaris SA-ADR New 0.07% +0.07
DTM DT Midstream Inc. Add +0.8% 1.00% +0.07
HP Helmerich & Payne New 0.07% +0.07
ARLP Alliance Resource Partners Add +41.7% 0.39% +0.07
AEP American Electric Power Add +1.1% 1.98% +0.06
LNT Alliant Energy Corp. Add +2.1% 0.99% +0.06
RRC Range Resources Corp. Add +40.1% 0.50% +0.06
EOG EOG Resources Inc. Add +27.0% 0.51% +0.05
VST Vistra Corp. Add +1.3% 1.19% +0.05
VLO Valero Energy Corp. Add +172.8% 0.08% +0.05
IDA Idacorp Inc. Add +1.7% 0.95% +0.05
DINO HF Sinclair Corp. Add +114.3% 0.08% +0.05
DUK Duke Energy Corp. Add +7.9% 2.23% +0.04
CPK Chesapeake Utilities Corp. Add +17.9% 0.39% +0.04
MPC Marathon Petroleum Corp. Add +84.1% 0.08% +0.04
ATO Atmos Energy Corp. Add +13.0% 1.11% +0.03
MPLX MPLX LP Add +4.3% 4.77% +0.03
TXO Txo Partners LP Add +12.9% 0.32% +0.03
DHT DHT Holdings Inc. Add +51.8% 0.06% +0.02
STN Stantec Inc. New 0.01% +0.01
AES AES Corp. Add +1.4% 0.43% +0.01
XEL Xcel Energy Inc. Add +2.2% 1.29% +0.01
FLR Fluor Corp. Add +0.1% 0.09% +0.01
FSLR First Solar Inc. Add +2.4% 0.04% +0.01
PCG P G & E Corp. Add +6.5% 0.44% −0.00
NOV Nov Inc. Add +0.1% 0.07% −0.00
WLKP Westlake Chemical Partners L Add +0.5% 0.56% −0.01
EXC Exelon Corp. Add +2.1% 0.14% −0.01
FTI Technipfmc PLC Add +2.5% 0.22% −0.01
FE Firstenergy Corp. Add +8.0% 1.53% −0.01
TTE Totalenergies SE -Spon ADR Add +1.7% 0.10% −0.02
PEG Public Service Enterprise GP Add +1.0% 1.83% −0.02
CNR Core Natural Resources Inc. Add +22.4% 0.34% −0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 88$6.4BEPD, ET, MPLX, KMI, NFG
Q1 2026 87$6.2BEPD, ET, MPLX, KMI, NFG
Q4 2025 88$5.5BEPD, ET, MPLX, KMI, NFG
Q3 2025 90$5.2BEPD, ET, MPLX, NFG, PAGP
Q2 2025 92$5.1BEPD, ET, MPLX, PAGP, NFG
Q1 2025 93$5.2BEPD, ET, MPLX, OKE, PAGP
Q4 2024 93$4.9BEPD, ET, MPLX, OKE, SRE
Q3 2024 87$4.7BEPD, ET, OKE, KMI, MPLX
Q2 2024 81$4.5BEPD, ET, OKE, KMI, MPLX
Q1 2024 83$4.9BEPD, ET, OKE, MPLX, DTM