Energy Income Partners, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Energy Income Partners, LLC reported 90 stock positions worth $5.2 billion. Its top holding was Enterprise Products Partners (EPD) at 8.9% of the portfolio, followed by Energy Transfer (ET, 7.7%) and MPLX (MPLX, 5.5%). Compared with Q2 2025, it sold out of 2, added to 64 and reduced 26. The biggest buy was One Gas (OGS, shares +22%) and the biggest sale an exit from Hess Midstream Class A (HESM).

Most Recent 13F
Q2 2026
Location
Westport, CT
CIK
0001388814
Portfolio Value
$5.2B (Q3 2025)
SEC Filing
0001104659-25-111474 ↗ filed Nov 13, 2025

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 $5.2B Q3 2025 Q4 2025: $5.5B Q4 2025 Q1 2026: $6.2B Q1 2026 Q2 2026: $6.4B Q2 2026

Holdings 90 stocks · $5.2B

EPD Enterprise Products Partners 8.87% 14,705,122 $459.8M Add +0.6%
ET Energy Transfer LP 7.73% 23,351,183 $400.7M Add +1.4%
MPLX MPLX LP 5.45% 5,659,885 $282.7M Add +2.1%
NFG National Fuel Gas Co. 4.08% 2,293,416 $211.8M Reduce -0.1%
PAGP Plains GP Holdings LP 3.59% 10,196,673 $186.0M Add +1.0%
KMI Kinder Morgan Inc. 3.49% 6,402,483 $181.3M Add +1.7%
OKE Oneok Inc. 2.55% 1,810,137 $132.1M Reduce -4.3%
WMB Williams Cos Inc. 2.47% 2,021,240 $128.0M Add +0.1%
PWR Quanta Services Inc. 2.46% 308,320 $127.8M Reduce -5.9%
PPL PPL Corp. 2.39% 3,336,556 $124.0M Reduce -1.6%
AEP American Electric Power 2.37% 1,091,858 $122.8M Reduce -0.1%
SO The Southern Co. 2.33% 1,274,562 $120.8M Add +0.3%
DTM DT Midstream Inc. 2.19% 1,006,034 $113.7M Reduce -0.0%
ETR Entergy Corp. 2.17% 1,208,240 $112.6M Add +0.4%
LNG Cheniere Energy Inc. 1.89% 416,713 $97.9M Reduce -1.6%
TRGP Targa Resources Corp. 1.85% 573,875 $96.1M Add +1.0%
SUN Sunoco LP 1.85% 1,916,858 $95.9M Add +1.7%
DTE DTE Energy Company 1.79% 657,719 $93.0M Add +0.5%
EVRG Evergy Inc. 1.61% 1,099,236 $83.6M Add +1.3%
ATO Atmos Energy Corp. 1.60% 485,387 $82.9M Add +0.1%
CNP Centerpoint Energy Inc. 1.57% 2,095,636 $81.3M Reduce -2.3%
XEL Xcel Energy Inc. 1.50% 966,031 $77.9M Add +0.7%
ENB Enbridge Inc. 1.46% 1,497,654 $75.6M Reduce -0.2%
TRP TC Energy Corp. 1.43% 1,363,008 $74.2M Reduce -3.6%
D Dominion Energy Inc. 1.42% 1,201,891 $73.5M Reduce -1.4%
SRE Sempra 1.40% 804,520 $72.4M Reduce -1.6%
XOM Exxon Mobil Corp. 1.35% 622,712 $70.2M Add +2.9%
OGS One Gas Inc. 1.32% 846,247 $68.5M Add +22.2%
SHEL Shell PLC-ADR 1.29% 936,536 $67.0M Add +1.7%
TTE Totalenergies SE -Spon ADR 1.18% 1,021,533 $61.0M Reduce -0.3%
CWEN.A Clearway Energy Inc. Class A 1.17% 2,255,290 $60.7M Reduce -0.4%
VST Vistra Corp. 1.12% 297,174 $58.2M Reduce -29.3%
CQP Cheniere Energy Partners LP 1.09% 1,046,437 $56.3M Add +3.0%
PEG Public Service Enterprise GP 1.07% 665,199 $55.5M Reduce -21.8%
LNT Alliant Energy Corp. 1.00% 770,251 $51.9M Add +0.6%
UGI Ugi Corp. 0.99% 1,540,273 $51.2M Reduce -0.7%
WEC WEC Energy Group Inc. 0.98% 444,496 $50.9M Add +0.3%
CMS CMS Energy Corp. 0.93% 659,764 $48.3M Add +0.8%
DUK Duke Energy Corp. 0.93% 389,658 $48.2M Add +6.3%
IDA Idacorp Inc. 0.93% 363,062 $48.0M Reduce -3.8%
NEE Nextera Energy Inc. 0.91% 622,876 $47.0M Add +0.5%
NJR New Jersey Resources Corp. 0.88% 951,527 $45.8M Add +19.1%
FLR Fluor Corp. 0.84% 1,039,043 $43.7M Reduce -0.1%
AROC Archrock Inc. 0.84% 1,647,737 $43.4M Add +1.8%
WLKP Westlake Chemical Partners L 0.72% 1,776,597 $37.3M Add +0.1%
GNRC Generac Holdings Inc. 0.65% 200,458 $33.6M Reduce -33.7%
AEE Ameren Corporation 0.59% 290,923 $30.4M Add +0.4%
WTRG Essential Utilities Inc. 0.56% 727,103 $29.0M Add +6.4%
CPK Chesapeake Utilities Corp. 0.44% 169,204 $22.8M Add +127.6%
PAA Plains All Amer Pipeline LP 0.43% 1,303,242 $22.2M Add +15.2%
PCG P G & E Corp. 0.38% 1,323,706 $20.0M Add +0.7%
EQT Eqt Corp. 0.38% 361,153 $19.7M Add +2.9%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.37% 552,077 $19.0M Add +12.4%
CEG Constellation Energy 0.34% 53,284 $17.5M Reduce -3.6%
FE Firstenergy Corp. 0.33% 372,624 $17.1M Add +0.6%
AES AES Corp. 0.31% 1,240,403 $16.3M Reduce -3.0%
TXO Txo Partners LP 0.31% 1,139,085 $16.0M Add +26.0%
NI Nisource Inc. 0.29% 349,252 $15.1M Add +0.3%
ALE Allete Inc. 0.28% 222,107 $14.7M Add +186.8%
HAL Halliburton Co. 0.28% 587,399 $14.5M Add +7.6%
GPOR Gulfport Energy Corp. 0.27% 77,461 $14.0M Add +1.0%
EOG EOG Resources Inc. 0.25% 114,595 $12.8M Add +12.5%
USAC USA Compression Partners LP 0.19% 402,578 $9.7M Add +6.5%
FTI Technipfmc PLC 0.18% 236,940 $9.3M Add +0.2%
KRP Kimbell Royalty Partners LP 0.17% 647,396 $8.7M Add +12.3%
NOV Nov Inc. 0.16% 624,224 $8.3M Add +17.0%
RRC Range Resources Corp. 0.16% 219,679 $8.3M Add +82.8%
CNR Core Natural Resources Inc. 0.15% 94,115 $7.9M Add +19.9%
WHD Cactus Inc. Class A 0.14% 183,230 $7.2M Add +218.6%
FANG Diamondback Energy Inc. 0.13% 47,960 $6.9M Add +2.8%
HP Helmerich & Payne 0.13% 295,163 $6.5M Add +56.6%
EXE Expand Energy Corp. 0.11% 54,421 $5.8M Add +28.2%
FTS Fortis Inc. 0.10% 105,722 $5.4M Add +0.1%
CTRA Coterra Energy Inc. 0.10% 218,336 $5.2M Add +20.6%
ARLP Alliance Resource Partners 0.10% 197,133 $5.0M Add +18.8%
BKR Baker Hughes Co. 0.07% 77,779 $3.8M Add +2.7%
DINO HF Sinclair Corp. 0.07% 70,278 $3.7M Add +30.3%
INSW International Seaways Inc. 0.07% 78,604 $3.6M Add +38.3%
NRP Natural Resource Partners LP 0.07% 33,737 $3.5M Add +4.6%
EXC Exelon Corp. 0.07% 77,666 $3.5M Add +0.6%
VLO Valero Energy Corp. 0.04% 11,771 $2.0M Add +10.8%
FSLR First Solar Inc. 0.04% 8,952 $2.0M Reduce -1.7%
FRO Frontline PLC 0.04% 86,364 $2.0M Add +27.5%
ECO Okeanis Eco Tankers Corp. 0.04% 65,987 $1.9M Add +31.1%
MPC Marathon Petroleum Corp. 0.04% 9,957 $1.9M Reduce -11.9%
PSX Phillips 66 0.03% 13,323 $1.8M Reduce -3.4%
DHT DHT Holdings Inc. 0.03% 151,422 $1.8M Add +6.8%
AWK American Water Works Co. Inc. 0.03% 12,110 $1.7M Reduce -2.5%
SM SM Energy Co. 0.03% 63,103 $1.6M Add +57.5%
J Jacobs Solutions Inc. 0.02% 8,115 $1.2M Add +11.7%

Portfolio Sells Q2 2025 → Q3 2025

HESM Hess Midstream LP Class A Sold out 0.00% −0.82
OKE Oneok Inc. Reduce -4.3% 2.55% −0.48
VST Vistra Corp. Reduce -29.3% 1.12% −0.48
PEG Public Service Enterprise GP Reduce -21.8% 1.07% −0.33
FLR Fluor Corp. Reduce -0.1% 0.84% −0.20
GNRC Generac Holdings Inc. Reduce -33.7% 0.65% −0.20
CWEN.A Clearway Energy Inc. Class A Reduce -0.4% 1.17% −0.17
LNG Cheniere Energy Inc. Reduce -1.6% 1.89% −0.14
UGI Ugi Corp. Reduce -0.7% 0.99% −0.12
TTE Totalenergies SE -Spon ADR Reduce -0.3% 1.18% −0.06
CEG Constellation Energy Reduce -3.6% 0.34% −0.01
OGE Oge Energy Corp. Sold out 0.00% −0.00
AWK American Water Works Co. Inc. Reduce -2.5% 0.03% −0.00
MPC Marathon Petroleum Corp. Reduce -11.9% 0.04% +0.00
PSX Phillips 66 Reduce -3.4% 0.03% +0.00
FSLR First Solar Inc. Reduce -1.7% 0.04% +0.01
CNP Centerpoint Energy Inc. Reduce -2.3% 1.57% +0.02
DTM DT Midstream Inc. Reduce -0.0% 2.19% +0.02
PWR Quanta Services Inc. Reduce -5.9% 2.46% +0.03
AES AES Corp. Reduce -3.0% 0.31% +0.05
D Dominion Energy Inc. Reduce -1.4% 1.42% +0.07
IDA Idacorp Inc. Reduce -3.8% 0.93% +0.07
TRP TC Energy Corp. Reduce -3.6% 1.43% +0.08
ENB Enbridge Inc. Reduce -0.2% 1.46% +0.12
PPL PPL Corp. Reduce -1.6% 2.39% +0.14
AEP American Electric Power Reduce -0.1% 2.37% +0.14
SRE Sempra Reduce -1.6% 1.40% +0.18
NFG National Fuel Gas Co. Reduce -0.1% 4.08% +0.27

Portfolio Buys Q2 2025 → Q3 2025

OGS One Gas Inc. Add +22.2% 1.32% +0.34
CPK Chesapeake Utilities Corp. Add +127.6% 0.44% +0.26
XEL Xcel Energy Inc. Add +0.7% 1.50% +0.22
ETR Entergy Corp. Add +0.4% 2.17% +0.21
ALE Allete Inc. Add +186.8% 0.28% +0.19
NJR New Jersey Resources Corp. Add +19.1% 0.88% +0.18
EVRG Evergy Inc. Add +1.3% 1.61% +0.14
ATO Atmos Energy Corp. Add +0.1% 1.60% +0.13
LNT Alliant Energy Corp. Add +0.6% 1.00% +0.09
DTE DTE Energy Company Add +0.5% 1.79% +0.09
WHD Cactus Inc. Class A Add +218.6% 0.14% +0.09
DUK Duke Energy Corp. Add +6.3% 0.93% +0.08
WEC WEC Energy Group Inc. Add +0.3% 0.98% +0.08
XOM Exxon Mobil Corp. Add +2.9% 1.35% +0.07
HP Helmerich & Payne Add +56.6% 0.13% +0.07
RRC Range Resources Corp. Add +82.8% 0.16% +0.06
NEE Nextera Energy Inc. Add +0.5% 0.91% +0.06
WTRG Essential Utilities Inc. Add +6.4% 0.56% +0.06
HAL Halliburton Co. Add +7.6% 0.28% +0.06
AROC Archrock Inc. Add +1.8% 0.84% +0.05
CNR Core Natural Resources Inc. Add +19.9% 0.15% +0.04
CMS CMS Energy Corp. Add +0.8% 0.93% +0.04
TXO Txo Partners LP Add +26.0% 0.31% +0.04
SLB SLB Ltd. Add +12.4% 0.37% +0.04
SO The Southern Co. Add +0.3% 2.33% +0.04
AEE Ameren Corporation Add +0.4% 0.59% +0.04
FE Firstenergy Corp. Add +0.6% 0.33% +0.04
NOV Nov Inc. Add +17.0% 0.16% +0.03
INSW International Seaways Inc. Add +38.3% 0.07% +0.03
DINO HF Sinclair Corp. Add +30.3% 0.07% +0.03
PCG P G & E Corp. Add +0.7% 0.38% +0.03
PAA Plains All Amer Pipeline LP Add +15.2% 0.43% +0.02
FTI Technipfmc PLC Add +0.2% 0.18% +0.02
SHEL Shell PLC-ADR Add +1.7% 1.29% +0.02
BKR Baker Hughes Co. Add +2.7% 0.07% +0.02
NI Nisource Inc. Add +0.3% 0.29% +0.02
FRO Frontline PLC Add +27.5% 0.04% +0.02
ECO Okeanis Eco Tankers Corp. Add +31.1% 0.04% +0.02
EXE Expand Energy Corp. Add +28.2% 0.11% +0.01
ARLP Alliance Resource Partners Add +18.8% 0.10% +0.01
SM SM Energy Co. Add +57.5% 0.03% +0.01
VLO Valero Energy Corp. Add +10.8% 0.04% +0.01
KRP Kimbell Royalty Partners LP Add +12.3% 0.17% +0.01
CTRA Coterra Energy Inc. Add +20.6% 0.10% +0.01
EOG EOG Resources Inc. Add +12.5% 0.25% +0.01
NRP Natural Resource Partners LP Add +4.6% 0.07% +0.01
FANG Diamondback Energy Inc. Add +2.8% 0.13% +0.01
USAC USA Compression Partners LP Add +6.5% 0.19% +0.01
DHT DHT Holdings Inc. Add +6.8% 0.03% +0.00
J Jacobs Solutions Inc. Add +11.7% 0.02% +0.00

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