Energy Income Partners, LLC
Energy Income Partners, LLC's Energy Income Partners, LLC holds 86 U.S.-equity positions worth $6.1B (SEC 13F, Q1 2026). Top positions: Enterprise Products Partners L.P. 8.4%, Energy Transfer LP Common Units representing limited partner interests 7.8%, MPLX LP 4.7%. 13F-replication return is +66% over 3 years (+2 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| EPD Enterprise Products Partners L.P. | 8.4% | 13.7M | $520M | ▼ 7.8% (−1.2M) | $26.79 | $38.05 (+42%) | 2026-03-31 |
| ET Energy Transfer LP Common Units representing limited partner interests | 7.8% | 25.2M | $487M | — | $13.61 | $20.36 (+50%) | 2026-03-31 |
| MPLX MPLX LP | 4.7% | 5.2M | $294M | ▼ 2.7% (−142K) | $38.50 | $58.45 (+52%) | 2026-03-31 |
| KMI Kinder Morgan, Inc. | 4.0% | 7.4M | $249M | ▼ 6.7% (−531K) | $19.76 | $32.18 (+63%) | 2026-03-31 |
| NFG National Fuel Gas Co. | 3.9% | 2.6M | $243M | ▲ 1.1% (+29K) | $60.49 | $82.31 (+36%) | 2026-03-31 |
| PAGP Plains GP Holdings, L.P. Class A Units representing Limited Partner Interests | 3.5% | 9.0M | $218M | ▲ 1.4% (+121K) | $13.64 | $26.33 (+93%) | 2026-03-31 |
| SO The Southern Company | 2.7% | 1.7M | $166M | ▼ 4.1% (−73K) | $83.46 | $94.54 (+13%) | 2026-03-31 |
| PPL PPL Corporation | 2.5% | 4.0M | $153M | ▲ 1.2% (+48K) | $29.21 | $35.21 (+21%) | 2026-03-31 |
| OKE Oneok, Inc. | 2.5% | 1.7M | $153M | ▲ 58% (+617K) | $77.46 | $90.81 (+17%) | 2026-03-31 |
| ETR Entergy Corporation | 2.4% | 1.3M | $147M | — | $62.67 | $107.62 (+72%) | 2026-03-31 |
| DUK Duke Energy Corporation | 2.2% | 1.0M | $136M | ▼ 6.5% (−72K) | $110.77 | $125.43 (+13%) | 2026-03-31 |
| SRE Sempra | 2.1% | 1.3M | $130M | ▲ 1.5% (+20K) | $80.83 | $88.55 (+10%) | 2026-03-31 |
| SUN SUNOCO L.P. | 2.0% | 1.9M | $124M | ▼ 2.8% (−55K) | $54.64 | $76.69 (+40%) | 2026-03-31 |
| AEP American Electric Power Company, Inc. | 1.9% | 910K | $119M | ▲ 15% (+118K) | $94.50 | $127.85 (+35%) | 2026-03-31 |
| PEG Public Service Enterprise Group Incorporated | 1.9% | 1.4M | $115M | ▲ 101% (+712K) | $72.67 | $76.68 (+6%) | 2026-03-31 |
| OGS ONE GAS, INC. | 1.8% | 1.3M | $115M | ▲ 1.1% (+14K) | $75.24 | $77.65 (+3%) | 2026-03-31 |
| WMB Williams Companies Inc. | 1.7% | 1.5M | $106M | ▲ 0.9% (+14K) | $31.08 | $71.54 (+130%) | 2026-03-31 |
| EVRG Evergy, Inc. | 1.6% | 1.2M | $101M | ▲ 1.2% (+15K) | $61.13 | $83.01 (+36%) | 2026-03-31 |
| CQP Cheniere Energy Partners, LP | 1.6% | 1.5M | $99M | ▼ 5.5% (−89K) | $49.78 | $65.90 (+32%) | 2026-03-31 |
| FE FirstEnergy Corp. | 1.6% | 1.9M | $96M | ▲ 12% (+204K) | $44.44 | $48.31 (+9%) | 2026-03-31 |
| LNG Cheniere Energy Inc | 1.5% | 323K | $92M | ▼ 31% (−144K) | $168.05 | $263.57 (+57%) | 2026-03-31 |
| CNP CenterPoint Energy, Inc. | 1.5% | 2.1M | $91M | ▼ 2.1% (−44K) | $30.88 | $42.04 (+36%) | 2026-03-31 |
| WEC WEC Energy Group, Inc. | 1.4% | 766K | $89M | ▲ 3.0% (+23K) | $96.20 | $109.42 (+14%) | 2026-03-31 |
| OGE OGE Energy Corp. | 1.4% | 1.8M | $89M | ▲ 1.5% (+27K) | $42.77 | $47.35 (+11%) | 2026-03-31 |
| DTE DTE Energy Company | 1.4% | 582K | $85M | ▲ 2.5% (+14K) | $115.52 | $141.87 (+23%) | 2026-03-31 |
| TRGP Targa Resources Corp. | 1.3% | 327K | $82M | ▼ 42% (−239K) | $97.97 | $270.37 (+176%) | 2026-03-31 |
| XEL Xcel Energy, Inc. | 1.3% | 1.0M | $79M | ▲ 66% (+399K) | $71.16 | $78.20 (+10%) | 2026-03-31 |
| NJR New Jersey Resources Corp | 1.2% | 1.4M | $78M | ▼ 23% (−430K) | $46.51 | $57.89 (+24%) | 2026-03-31 |
| NEE NextEra Energy, Inc. | 1.2% | 818K | $76M | ▲ 1.3% (+11K) | $74.02 | $86.92 (+17%) | 2026-03-31 |
| D Dominion Energy, Inc Common Stock | 1.2% | 1.2M | $74M | ▲ 10% (+110K) | $54.18 | $69.17 (+28%) | 2026-03-31 |
| VST Vistra Corp. | 1.1% | 471K | $71M | ▲ 37% (+127K) | $108.75 | $148.19 (+36%) | 2026-03-31 |
| PWR Quanta Services, Inc. | 1.1% | 126K | $69M | ▼ 42% (−92K) | $187.30 | $667.36 (+256%) | 2026-03-31 |
| SHEL Shell Plc | 1.1% | 742K | $69M | ▼ 26% (−257K) | $61.96 | $91.98 (+48%) | 2026-03-31 |
| ATO Atmos Energy Corporation | 1.1% | 363K | $67M | ▲ 1.0% (+3K) | $115.16 | $172.78 (+50%) | 2026-03-31 |
| CMS CMS Energy Corporation | 1.0% | 774K | $60M | ▲ 7.3% (+53K) | $62.85 | $71.99 (+15%) | 2026-03-31 |
| GNRC GENERAC HOLDINGS INC | 0.9% | 303K | $59M | ▼ 43% (−225K) | $142.95 | $197.11 (+38%) | 2026-03-31 |
| LNT Alliant Energy Corporation Common Stock | 0.9% | 810K | $58M | ▲ 0.9% (+7K) | $53.76 | $70.78 (+32%) | 2026-03-31 |
| AEE Ameren Corporation | 0.9% | 528K | $58M | ▲ 6.6% (+33K) | $90.03 | $109.61 (+22%) | 2026-03-31 |
| DTM DT Midstream, Inc. | 0.9% | 430K | $58M | ▲ 1.0% (+4K) | $64.51 | $138.00 (+114%) | 2026-03-31 |
| IDA IDACORP, Inc. | 0.9% | 394K | $56M | ▲ 0.8% (+3K) | $111.32 | $142.91 (+28%) | 2026-03-31 |
| TRP TC Energy Corporation | 0.9% | 884K | $55M | ▼ 19% (−210K) | $39.59 | $67.43 (+70%) | 2026-03-31 |
| ENB Enbridge, Inc | 0.8% | 978K | $53M | ▼ 4.0% (−41K) | $37.86 | $54.46 (+44%) | 2026-03-31 |
| CMI Cummins Inc. | 0.8% | 94K | $51M | ▼ 43% (−72K) | $510.45 | $634.20 (+24%) | 2026-03-31 |
| AROC Archrock Inc | 0.8% | 1.4M | $49M | ▼ 14% (−218K) | $11.94 | $35.76 (+199%) | 2026-03-31 |
| UGI UGI Corporation | 0.8% | 1.3M | $47M | ▲ 3.2% (+40K) | $29.22 | $36.12 (+24%) | 2026-03-31 |
| XOM Exxon Mobil Corporation | 0.7% | 269K | $46M | ▼ 60% (−402K) | $108.70 | $155.44 (+43%) | 2026-03-31 |
| SR Spire Inc. | 0.6% | 402K | $36M | ▲ 1.6% (+7K) | $82.83 | $79.86 (−4%) | 2026-03-31 |
| WLKP WESTLAKE CHEMICAL PARTNERS LP | 0.6% | 1.6M | $35M | ▲ 1.1% (+18K) | $22.01 | $21.64 (−2%) | 2026-03-31 |
| CEG Constellation Energy Corporation Common Stock | 0.5% | 110K | $31M | ▲ 106% (+57K) | $198.76 | $262.75 (+32%) | 2026-03-31 |
| PAA Plains All American Pipeline, L.P. Common Units representing Limited Partner Interests | 0.5% | 1.3M | $30M | ▼ 1.2% (−16K) | $13.91 | $24.57 (+77%) | 2026-03-31 |
Showing top 50 of 86 holdings by value.
FAQ ▾
What are Energy Income Partners, LLC's largest holdings?
As of the latest 13F: Enterprise Products Partners L.P. 8.4%, Energy Transfer LP Common Units representing limited partner interests 7.8%, MPLX LP 4.7%, Kinder Morgan, Inc. 4.0%, National Fuel Gas Co. 3.9%.
How big is Energy Income Partners, LLC's 13F portfolio?
$6.1B across 86 disclosed U.S.-equity positions.
What is Energy Income Partners, LLC's 3-year performance?
+66% (13F-replication, price return), +2 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.