Energy Income Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Energy Income Partners, LLC reported 87 stock positions worth $6.2 billion. Its top holding was Enterprise Products Partners (EPD) at 8.4% of the portfolio, followed by Energy Transfer (ET, 7.8%) and MPLX (MPLX, 4.7%). Compared with Q4 2025, it opened 2 new positions, sold out of 3, added to 55 and reduced 30. The biggest buy was Oneok (OKE, shares +58%) and the biggest sale Exxon Mobil (XOM, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- Westport, CT
- CIK
- 0001388814
- Portfolio Value
- $6.2B (Q1 2026)
- SEC Filing
- 0001104659-26-062131 ↗ filed May 15, 2026
Holdings Value
Holdings 87 stocks · $6.2B
| EPD Enterprise Products Partners | 8.36% | 13,731,348 | $519.6M | Reduce -7.8% |
| ET Energy Transfer LP | 7.83% | 25,207,455 | $486.5M | Add +0.2% |
| MPLX MPLX LP | 4.74% | 5,157,478 | $294.3M | Reduce -2.7% |
| KMI Kinder Morgan Inc. | 4.01% | 7,435,176 | $249.3M | Reduce -6.7% |
| NFG National Fuel Gas Co. | 3.92% | 2,589,824 | $243.3M | Add +1.1% |
| PAGP Plains GP Holdings LP | 3.51% | 8,974,776 | $217.9M | Add +1.4% |
| SO The Southern Co. | 2.67% | 1,716,842 | $165.7M | Reduce -4.1% |
| PPL PPL Corp. | 2.47% | 4,014,732 | $153.4M | Add +1.2% |
| OKE Oneok Inc. | 2.46% | 1,688,741 | $152.6M | Add +57.6% |
| ETR Entergy Corp. | 2.36% | 1,305,538 | $146.7M | Reduce -0.1% |
| DUK Duke Energy Corp. | 2.19% | 1,038,588 | $136.0M | Reduce -6.5% |
| SRE Sempra | 2.10% | 1,342,678 | $130.5M | Add +1.5% |
| SUN Sunoco LP | 1.99% | 1,901,251 | $123.5M | Reduce -2.8% |
| AEP American Electric Power | 1.92% | 910,078 | $119.3M | Add +14.8% |
| PEG Public Service Enterprise GP | 1.85% | 1,418,606 | $114.8M | Add +100.7% |
| OGS One Gas Inc. | 1.84% | 1,331,076 | $114.6M | Add +1.1% |
| WMB Williams Cos Inc. | 1.71% | 1,458,462 | $106.1M | Add +0.9% |
| EVRG Evergy Inc. | 1.63% | 1,237,749 | $101.4M | Add +1.2% |
| CQP Cheniere Energy Partners LP | 1.58% | 1,524,213 | $98.5M | Reduce -5.5% |
| FE Firstenergy Corp. | 1.55% | 1,900,897 | $96.3M | Add +12.0% |
| CWEN.A Clearway Energy Inc. Class A | 1.51% | 2,398,423 | $93.9M | Add +0.6% |
| LNG Cheniere Energy Inc. | 1.48% | 323,161 | $91.7M | Reduce -30.9% |
| CNP Centerpoint Energy Inc. | 1.47% | 2,117,813 | $91.4M | Reduce -2.0% |
| WEC WEC Energy Group Inc. | 1.43% | 765,610 | $88.6M | Add +3.0% |
| OGE Oge Energy Corp. | 1.43% | 1,847,489 | $88.6M | Add +1.5% |
| DTE DTE Energy Company | 1.37% | 582,435 | $85.2M | Add +2.5% |
| TRGP Targa Resources Corp. | 1.32% | 326,775 | $81.9M | Reduce -42.3% |
| XEL Xcel Energy Inc. | 1.28% | 1,000,644 | $79.5M | Add +66.4% |
| NJR New Jersey Resources Corp. | 1.25% | 1,416,001 | $77.8M | Reduce -23.3% |
| NEE Nextera Energy Inc. | 1.22% | 817,507 | $75.9M | Add +1.3% |
| D Dominion Energy Inc. | 1.20% | 1,203,357 | $74.4M | Add +10.0% |
| VST Vistra Corp. | 1.14% | 471,293 | $70.8M | Add +36.8% |
| PWR Quanta Services Inc. | 1.11% | 126,193 | $69.3M | Reduce -42.3% |
| SHEL Shell PLC-ADR | 1.11% | 742,055 | $69.0M | Reduce -25.7% |
| ATO Atmos Energy Corp. | 1.08% | 363,311 | $67.1M | Add +1.0% |
| CMS CMS Energy Corp. | 0.97% | 774,053 | $60.1M | Add +7.3% |
| GNRC Generac Holdings Inc. | 0.95% | 303,046 | $59.2M | Reduce -42.6% |
| LNT Alliant Energy Corp. | 0.93% | 809,556 | $58.1M | Add +0.9% |
| AEE Ameren Corporation | 0.93% | 527,782 | $58.0M | Add +6.6% |
| DTM DT Midstream Inc. | 0.93% | 429,858 | $57.9M | Add +1.0% |
| IDA Idacorp Inc. | 0.91% | 393,961 | $56.3M | Add +0.8% |
| TRP TC Energy Corp. | 0.89% | 884,270 | $55.4M | Reduce -19.2% |
| ENB Enbridge Inc. | 0.85% | 977,600 | $52.9M | Reduce -4.0% |
| CMI Cummins Inc. | 0.82% | 94,309 | $50.7M | Reduce -43.1% |
| AROC Archrock Inc. | 0.78% | 1,393,885 | $48.5M | Reduce -13.5% |
| UGI Ugi Corp. | 0.75% | 1,283,595 | $46.7M | Add +3.2% |
| XOM Exxon Mobil Corp. | 0.73% | 268,676 | $45.6M | Reduce -60.0% |
| SR Spire Inc. | 0.59% | 402,270 | $36.4M | Add +1.6% |
| WLKP Westlake Chemical Partners L | 0.56% | 1,582,007 | $34.9M | Add +1.1% |
| CEG Constellation Energy | 0.49% | 109,856 | $30.7M | Add +106.0% |
| PAA Plains All Amer Pipeline LP | 0.48% | 1,323,892 | $29.6M | Reduce -1.2% |
| EOG EOG Resources Inc. | 0.46% | 195,943 | $28.3M | Add +28.0% |
| RRC Range Resources Corp. | 0.45% | 612,947 | $27.7M | Add +79.0% |
| PCG P G & E Corp. | 0.44% | 1,556,802 | $27.4M | Add +1.9% |
| AES AES Corp. | 0.41% | 1,821,620 | $25.7M | Add +1.5% |
| BKR Baker Hughes Co. | 0.40% | 404,918 | $24.7M | Add +2.4% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.38% | 455,927 | $23.4M | Reduce -4.1% |
| CNR Core Natural Resources Inc. | 0.38% | 223,354 | $23.4M | Add +68.9% |
| HAL Halliburton Co. | 0.35% | 565,683 | $22.1M | Reduce -4.9% |
| CPK Chesapeake Utilities Corp. | 0.35% | 173,654 | $21.9M | Add +1.8% |
| ARLP Alliance Resource Partners | 0.33% | 737,328 | $20.4M | Add +145.9% |
| WTRG Essential Utilities Inc. | 0.32% | 498,350 | $20.1M | Add +1.4% |
| TXO Txo Partners LP | 0.29% | 1,449,028 | $18.2M | Add +27.4% |
| ENS Enersys | 0.23% | 83,362 | $14.5M | Reduce -58.8% |
| WHD Cactus Inc. Class A | 0.23% | 300,759 | $14.2M | Add +48.4% |
| FTI Technipfmc PLC | 0.23% | 203,864 | $14.1M | Reduce -15.1% |
| PSX Phillips 66 | 0.22% | 73,405 | $13.4M | Add +443.7% |
| SUNC Sunococorp LLC | 0.20% | 206,677 | $12.7M | New |
| KBR KBR Inc. | 0.19% | 315,800 | $11.6M | New |
| J Jacobs Solutions Inc. | 0.18% | 89,384 | $11.4M | Add +1012.6% |
| GPOR Gulfport Energy Corp. | 0.17% | 50,395 | $10.7M | Add +1.2% |
| FANG Diamondback Energy Inc. | 0.16% | 51,283 | $10.1M | Add +3.4% |
| EXC Exelon Corp. | 0.14% | 183,139 | $9.0M | Add +1.6% |
| EXE Expand Energy Corp. | 0.13% | 76,381 | $8.4M | Reduce -24.7% |
| TTE Totalenergies SE -Spon ADR | 0.12% | 82,591 | $7.5M | Reduce -86.0% |
| INSW International Seaways Inc. | 0.10% | 82,321 | $6.0M | Add +3.4% |
| FLR Fluor Corp. | 0.08% | 111,081 | $5.2M | Reduce -21.3% |
| NOV Nov Inc. | 0.07% | 233,941 | $4.4M | Add +0.7% |
| ECO Okeanis Eco Tankers Corp. | 0.06% | 69,118 | $3.5M | Add +3.4% |
| FRO Frontline PLC | 0.05% | 90,455 | $3.2M | Add +3.4% |
| NI Nisource Inc. | 0.05% | 65,355 | $3.0M | Reduce -47.7% |
| DHT DHT Holdings Inc. | 0.05% | 158,606 | $2.9M | Add +3.4% |
| MPC Marathon Petroleum Corp. | 0.04% | 10,436 | $2.5M | Add +3.4% |
| DINO HF Sinclair Corp. | 0.04% | 34,915 | $2.2M | Add +3.3% |
| FSLR First Solar Inc. | 0.03% | 10,184 | $2.0M | Add +5.5% |
| VLO Valero Energy Corp. | 0.03% | 6,925 | $1.7M | Add +3.3% |
| EQT Eqt Corp. | 0.02% | 18,096 | $1.2M | Reduce -92.9% |
Portfolio Sells Q4 2025 → Q1 2026
| XOM Exxon Mobil Corp. | Reduce -60.0% | 0.73% | −0.73 |
| CMI Cummins Inc. | Reduce -43.1% | 0.82% | −0.72 |
| TTE Totalenergies SE -Spon ADR | Reduce -86.0% | 0.12% | −0.58 |
| TRGP Targa Resources Corp. | Reduce -42.3% | 1.32% | −0.57 |
| PWR Quanta Services Inc. | Reduce -42.3% | 1.11% | −0.56 |
| MPLX MPLX LP | Reduce -2.7% | 4.74% | −0.39 |
| GNRC Generac Holdings Inc. | Reduce -42.6% | 0.95% | −0.35 |
| ENS Enersys | Reduce -58.8% | 0.23% | −0.31 |
| NJR New Jersey Resources Corp. | Reduce -23.3% | 1.25% | −0.29 |
| EPD Enterprise Products Partners | Reduce -7.8% | 8.36% | −0.29 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.26 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.24 |
| EQT Eqt Corp. | Reduce -92.9% | 0.02% | −0.23 |
| SHEL Shell PLC-ADR | Reduce -25.7% | 1.11% | −0.22 |
| TRP TC Energy Corp. | Reduce -19.2% | 0.89% | −0.20 |
| DUK Duke Energy Corp. | Reduce -6.5% | 2.19% | −0.17 |
| LNG Cheniere Energy Inc. | Reduce -30.9% | 1.48% | −0.17 |
| SO The Southern Co. | Reduce -4.1% | 2.67% | −0.16 |
| EXE Expand Energy Corp. | Reduce -24.7% | 0.13% | −0.07 |
| HP Helmerich & Payne | Sold out | 0.00% | −0.06 |
| NI Nisource Inc. | Reduce -47.7% | 0.05% | −0.05 |
| CNP Centerpoint Energy Inc. | Reduce -2.0% | 1.47% | −0.03 |
| ENB Enbridge Inc. | Reduce -4.0% | 0.85% | −0.03 |
| FLR Fluor Corp. | Reduce -21.3% | 0.08% | −0.02 |
| AROC Archrock Inc. | Reduce -13.5% | 0.78% | +0.02 |
| CQP Cheniere Energy Partners LP | Reduce -5.5% | 1.58% | +0.02 |
| FTI Technipfmc PLC | Reduce -15.1% | 0.23% | +0.03 |
| PAA Plains All Amer Pipeline LP | Reduce -1.2% | 0.48% | +0.04 |
| KMI Kinder Morgan Inc. | Reduce -6.7% | 4.01% | +0.04 |
| SLB SLB Ltd. | Reduce -4.1% | 0.38% | +0.05 |
| HAL Halliburton Co. | Reduce -4.9% | 0.35% | +0.05 |
| SUN Sunoco LP | Reduce -2.8% | 1.99% | +0.13 |
| ETR Entergy Corp. | Reduce -0.1% | 2.36% | +0.17 |
Portfolio Buys Q4 2025 → Q1 2026
| OKE Oneok Inc. | Add +57.6% | 2.46% | +1.03 |
| PEG Public Service Enterprise GP | Add +100.7% | 1.85% | +0.82 |
| XEL Xcel Energy Inc. | Add +66.4% | 1.28% | +0.47 |
| PAGP Plains GP Holdings LP | Add +1.4% | 3.51% | +0.44 |
| ET Energy Transfer LP | Add +0.2% | 7.83% | +0.31 |
| AEP American Electric Power | Add +14.8% | 1.92% | +0.26 |
| RRC Range Resources Corp. | Add +79.0% | 0.45% | +0.23 |
| SUNC Sunococorp LLC | New | 0.20% | +0.20 |
| ARLP Alliance Resource Partners | Add +145.9% | 0.33% | +0.20 |
| NFG National Fuel Gas Co. | Add +1.1% | 3.92% | +0.20 |
| KBR KBR Inc. | New | 0.19% | +0.19 |
| PSX Phillips 66 | Add +443.7% | 0.22% | +0.18 |
| FE Firstenergy Corp. | Add +12.0% | 1.55% | +0.17 |
| EOG EOG Resources Inc. | Add +28.0% | 0.46% | +0.16 |
| CNR Core Natural Resources Inc. | Add +68.9% | 0.38% | +0.16 |
| J Jacobs Solutions Inc. | Add +1012.6% | 0.18% | +0.16 |
| CWEN.A Clearway Energy Inc. Class A | Add +0.6% | 1.51% | +0.15 |
| CEG Constellation Energy | Add +106.0% | 0.49% | +0.15 |
| WMB Williams Cos Inc. | Add +0.9% | 1.71% | +0.13 |
| VST Vistra Corp. | Add +36.8% | 1.14% | +0.13 |
| TXO Txo Partners LP | Add +27.4% | 0.29% | +0.07 |
| BKR Baker Hughes Co. | Add +2.4% | 0.40% | +0.07 |
| WHD Cactus Inc. Class A | Add +48.4% | 0.23% | +0.06 |
| CMS CMS Energy Corp. | Add +7.3% | 0.97% | +0.05 |
| NEE Nextera Energy Inc. | Add +1.3% | 1.22% | +0.05 |
| DTE DTE Energy Company | Add +2.5% | 1.37% | +0.04 |
| AEE Ameren Corporation | Add +6.6% | 0.93% | +0.04 |
| D Dominion Energy Inc. | Add +10.0% | 1.20% | +0.04 |
| FANG Diamondback Energy Inc. | Add +3.4% | 0.16% | +0.03 |
| INSW International Seaways Inc. | Add +3.4% | 0.10% | +0.03 |
| EVRG Evergy Inc. | Add +1.2% | 1.63% | +0.03 |
| WLKP Westlake Chemical Partners L | Add +1.1% | 0.56% | +0.02 |
| OGE Oge Energy Corp. | Add +1.5% | 1.43% | +0.02 |
| FRO Frontline PLC | Add +3.4% | 0.05% | +0.02 |
| ECO Okeanis Eco Tankers Corp. | Add +3.4% | 0.06% | +0.02 |
| DHT DHT Holdings Inc. | Add +3.4% | 0.05% | +0.01 |
| MPC Marathon Petroleum Corp. | Add +3.4% | 0.04% | +0.01 |
| IDA Idacorp Inc. | Add +0.8% | 0.91% | +0.01 |
| DTM DT Midstream Inc. | Add +1.0% | 0.93% | +0.01 |
| VLO Valero Energy Corp. | Add +3.3% | 0.03% | +0.01 |
| WEC WEC Energy Group Inc. | Add +3.0% | 1.43% | +0.01 |
| DINO HF Sinclair Corp. | Add +3.3% | 0.04% | +0.01 |
| NOV Nov Inc. | Add +0.7% | 0.07% | +0.01 |
| EXC Exelon Corp. | Add +1.6% | 0.14% | +0.00 |
| OGS One Gas Inc. | Add +1.1% | 1.84% | +0.00 |
| PCG P G & E Corp. | Add +1.9% | 0.44% | −0.00 |
| SR Spire Inc. | Add +1.6% | 0.59% | −0.01 |
| LNT Alliant Energy Corp. | Add +0.9% | 0.93% | −0.01 |
| ATO Atmos Energy Corp. | Add +1.0% | 1.08% | −0.01 |
| FSLR First Solar Inc. | Add +5.5% | 0.03% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 88 | $6.4B | EPD, ET, MPLX, KMI, NFG |
| Q1 2026 | 87 | $6.2B | EPD, ET, MPLX, KMI, NFG |
| Q4 2025 | 88 | $5.5B | EPD, ET, MPLX, KMI, NFG |
| Q3 2025 | 90 | $5.2B | EPD, ET, MPLX, NFG, PAGP |
| Q2 2025 | 92 | $5.1B | EPD, ET, MPLX, PAGP, NFG |
| Q1 2025 | 93 | $5.2B | EPD, ET, MPLX, OKE, PAGP |
| Q4 2024 | 93 | $4.9B | EPD, ET, MPLX, OKE, SRE |
| Q3 2024 | 87 | $4.7B | EPD, ET, OKE, KMI, MPLX |
| Q2 2024 | 81 | $4.5B | EPD, ET, OKE, KMI, MPLX |
| Q1 2024 | 83 | $4.9B | EPD, ET, OKE, MPLX, DTM |