Heronetta Management, L.P.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Heronetta Management, L.P. reported 24 stock positions worth $175.1 million. Its top holding was Enterprise Products Partners (EPD) at 9.9% of the portfolio, followed by Energy Transfer (ET, 9.9%) and MPLX (MPLX, 9.7%). Compared with Q3 2024, it added to 3 and reduced 3. The biggest buy was South Bow (SOBO, shares +59%) and the biggest sale MPLX (MPLX, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001588225
- Portfolio Value
- $175.1M (Q4 2024)
- SEC Filing
- 0000922423-25-000016 ↗ filed Feb 6, 2025
Holdings Value
Holdings 24 stocks · $175.1M
| EPD Enterprise Products Partners | 9.93% | 554,548 | $17.4M | Reduce -0.7% |
| ET Energy Transfer LP | 9.90% | 884,654 | $17.3M | Reduce -0.8% |
| MPLX MPLX LP | 9.72% | 355,564 | $17.0M | Reduce -0.8% |
| OKE Oneok Inc. | 9.08% | 158,252 | $15.9M | No change |
| WMB Williams Cos Inc. | 8.58% | 277,377 | $15.0M | No change |
| ENB Enbridge Inc. | 6.72% | 197,374 | $11.8M | No change |
| PBA Pembina Pipeline Corp. | 5.83% | 197,698 | $10.2M | Add +1.0% |
| CP Canadian Pacific Kansas City | 5.19% | 87,300 | $9.1M | Add +2.3% |
| WES Western Midstream Partners L | 5.02% | 228,673 | $8.8M | No change |
| CNQ Canadian Natural Resources | 4.91% | 193,600 | $8.6M | No change |
| TRP TC Energy Corp. | 4.75% | 127,486 | $8.3M | No change |
| CNI Canadian Natl Railway Co. | 4.34% | 52,000 | $7.6M | No change |
| SU Suncor Energy Inc. | 3.87% | 132,000 | $6.8M | No change |
| FTS Fortis Inc. | 2.93% | 86,000 | $5.1M | No change |
| HESM Hess Midstream LP Class A | 2.21% | 104,455 | $3.9M | No change |
| PAGP Plains GP Holdings LP | 2.06% | 196,395 | $3.6M | No change |
| KMI Kinder Morgan Inc. | 1.49% | 95,125 | $2.6M | No change |
| TRGP Targa Resources Corp. | 1.03% | 10,142 | $1.8M | No change |
| TAC Transalta Corp. | 0.89% | 77,000 | $1.6M | No change |
| SOBO South Bow Corp. | 0.77% | 40,497 | $1.4M | Add +58.8% |
| LNG Cheniere Energy Inc. | 0.26% | 2,113 | $454K | No change |
| CVE Cenovus Energy Inc. | 0.19% | 15,000 | $327K | No change |
| CQP Cheniere Energy Partners LP | 0.18% | 5,810 | $309K | No change |
| AM Antero Midstream Corp. | 0.15% | 16,910 | $255K | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $108.9M | WMB, MPLX, EPD, ET, OKE |
| Q1 2026 | 16 | $109.6M | EPD, MPLX, WMB, ET, OKE |
| Q4 2025 | 25 | $172.9M | MPLX, EPD, WMB, ET, ENB |
| Q3 2025 | 25 | $182.6M | MPLX, WMB, EPD, ET, ENB |
| Q2 2025 | 25 | $179.5M | MPLX, WMB, EPD, ET, OKE |
| Q1 2025 | 24 | $183.0M | MPLX, EPD, WMB, ET, OKE |
| Q4 2024 | 24 | $175.1M | EPD, ET, MPLX, OKE, WMB |
| Q3 2024 | 23 | $163.6M | EPD, MPLX, OKE, ET, WMB |
| Q2 2024 | 23 | $156.3M | EPD, MPLX, ET, OKE, WMB |
| Q1 2024 | 23 | $154.9M | EPD, MPLX, ET, OKE, WMB |