Arkolith/Funds/Energy Income Partners, LLC

Energy Income Partners, LLC

CIK 1388814
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Energy Income Partners, LLC holds a diversified book of 87 stocks worth $6.2B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Sunococorp LLC and trimmed Enterprise Products Partners. Their largest long position is Enterprise Products Partners at 8% of the equity book.

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Use Arkolith to show Energy Income Partners, LLC's latest
holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
55
existing
Trimmed
30
reduced
Sold out
3
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
42%
Top 20 holdings
61%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Utilities
76%
Industrials
13%
Energy
7%
ETF / fund or unclassified
2%
Information Technology
1%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

87 positions
#SecurityValueShares% PortLast moveHistory
1Enterprise Prods Partners L
COM
$519.6M13.73M
8.4%
−7.8%
Reduced · −1.2M sh
2Energy Transfer LP
COM UT LTD PTN
$486.5M25.21M
7.8%
+0.2%
Added · +49K sh
3MPLX LP
COM
$294.3M5.16M
4.7%
−2.7%
Reduced · −142K sh
4Kinder Morgan Inc Del
COM
$249.3M7.44M
4.0%
−6.7%
Reduced · −531K sh
5National Fuel Gas Co
COM
$243.3M2.59M
3.9%
+1.1%
Added · +29K sh
6Plains GP Hldgs L P
LTD PARTNR INT A
$217.9M8.97M
3.5%
+1.4%
Added · +121K sh
7Southern Co
COM
$165.7M1.72M
2.7%
−4.1%
Reduced · −73K sh
8PPL Corp
COM
$153.4M4.01M
2.5%
+1.2%
Added · +48K sh
9Oneok Inc New
COM
$152.6M1.69M
2.5%
+58%
Added · +617K sh
10Entergy Corp New
COM
$146.7M1.31M
2.4%
−0.1%
Reduced · −925 sh
11Duke Energy Corp New
COM NEW
$136.0M1.04M
2.2%
−6.5%
Reduced · −72K sh
12Sempra
COM
$130.5M1.34M
2.1%
+1.5%
Added · +20K sh
13Sunoco Lp/sunoco Fin Corp
COM UT REP LP
$123.5M1.90M
2.0%
−2.8%
Reduced · −55K sh
14American Elec PWR Co Inc
COM
$119.3M910.1K
1.9%
+15%
Added · +118K sh
15Public SVC Enterprise Grp In
COM
$114.8M1.42M
1.8%
+101%
Added · +712K sh
16One Gas Inc
COM
$114.6M1.33M
1.8%
+1.1%
Added · +14K sh
17Williams Cos Inc
COM
$106.1M1.46M
1.7%
+0.9%
Added · +14K sh
18Evergy Inc
COM
$101.4M1.24M
1.6%
+1.2%
Added · +15K sh
19Cheniere Energy Partners LP
COM UNIT
$98.5M1.52M
1.6%
−5.5%
Reduced · −89K sh
20Firstenergy Corp
COM
$96.3M1.90M
1.5%
+12%
Added · +204K sh
21Clearway Energy Inc
CL A
$93.9M2.40M
1.5%
+0.6%
Added · +13K sh
22Cheniere Energy Inc
COM NEW
$91.7M323.2K
1.5%
−31%
Reduced · −144K sh
23Centerpoint Energy Inc
COM
$91.4M2.12M
1.5%
−2.0%
Reduced · −44K sh
24Wec Energy Group Inc
COM
$88.6M765.6K
1.4%
+3.0%
Added · +23K sh
25Oge Energy Corp
COM
$88.6M1.85M
1.4%
+1.5%
Added · +27K sh
26Dte Energy Co
COM
$85.2M582.4K
1.4%
+2.5%
Added · +14K sh
27Targa Res Corp
COM
$81.9M326.8K
1.3%
−42%
Reduced · −239K sh
28Xcel Energy Inc
COM
$79.5M1.00M
1.3%
+66%
Added · +399K sh
29New Jersey Res Corp
COM
$77.8M1.42M
1.3%
−23%
Reduced · −430K sh
30NextEra Energy Inc
COM
$75.9M817.5K
1.2%
+1.3%
Added · +11K sh
31Dominion Energy Inc
COM
$74.4M1.20M
1.2%
+10%
Added · +110K sh
32Vistra Corp
COM
$70.8M471.3K
1.1%
+37%
Added · +127K sh
33Quanta Svcs Inc
COM
$69.3M126.2K
1.1%
−42%
Reduced · −92K sh
34Shell PLC
SPON ADS
$69.0M742.1K
1.1%
−26%
Reduced · −257K sh
35Atmos Energy Corp
COM
$67.1M363.3K
1.1%
+1.0%
Added · +3K sh
36CMS Energy Corp
COM
$60.1M774.1K
1.0%
+7.3%
Added · +53K sh
37Generac Hldgs Inc
COM
$59.2M303.0K
1.0%
−43%
Reduced · −225K sh
38Alliant Energy Corp
COM
$58.1M809.6K
0.9%
+0.9%
Added · +7K sh
39Ameren Corp
COM
$58.0M527.8K
0.9%
+6.6%
Added · +33K sh
40DT Midstream Inc
COMMON STOCK
$57.9M429.9K
0.9%
+1.0%
Added · +4K sh
41Idacorp Inc
COM
$56.3M394.0K
0.9%
+0.8%
Added · +3K sh
42TC Energy Corp
COM
$55.4M884.3K
0.9%
−19%
Reduced · −210K sh
43Enbridge Inc
COM
$52.9M977.6K
0.9%
−4.0%
Reduced · −41K sh
44Cummins Inc
COM
$50.7M94.3K
0.8%
−43%
Reduced · −72K sh
45Archrock Inc
COM
$48.5M1.39M
0.8%
−14%
Reduced · −218K sh
46Ugi Corp New
COM
$46.7M1.28M
0.8%
+3.2%
Added · +40K sh
47Exxon Mobil Corp
COM
$45.6M268.7K
0.7%
−60%
Reduced · −402K sh
48Spire Inc
COM
$36.4M402.3K
0.6%
+1.6%
Added · +7K sh
49Westlake Chem Partners LP
COM UNIT RP LP
$34.9M1.58M
0.6%
+1.1%
Added · +18K sh
50Constellation Energy Corp
COM
$30.7M109.9K
0.5%
+106%
Added · +57K sh
Showing 50 of 87 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026168$6.2B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026173$5.5B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025176$5.2B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025179$5.1B13F-HR
Q1 2025Mar 31, 2025May 15, 2025181$5.2B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025177$4.9B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024173$4.7B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024160$4.5B13F-HR
Q1 2024Mar 31, 2024May 15, 2024163$4.9B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024157$4.6B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023156$4.4B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023155$4.7B13F-HR
Q1 2023Mar 31, 2023May 15, 2023154$4.5B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023153$4.4B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022125$4.3B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022124$4.3B13F-HR
Q1 2022Mar 31, 2022May 16, 2022119$4.7B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022109$4.2B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021103$4.0B13F-HR
Q2 2021Jun 30, 2021Aug 16, 2021100$4.1B13F-HR
Q1 2021Mar 31, 2021May 14, 2021102$3.8B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202190$3.5B13F-HR
Q3 2020Sep 30, 2020Nov 16, 202088$3.3B13F-HR
Q2 2020Jun 30, 2020Aug 14, 202090$3.6B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.