StockDriftsStockDriftsTop 50 Energy Income Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EPD | ENTERPRISE PRODS PARTNERS L | 8% | 13.83M | $508.5M | +0.73%(+100.56K) | $27.14(+43.32%) | 2026-06-30 | |
| ET | ENERGY TRANSFER LP | 7.71% | 25.65M | $490.5M | +1.77%(+447.08K) | $11.71(+79.74%) | 2026-06-30 | |
| MPLX | MPLX LP | 4.77% | 5.38M | $303.1M | +4.32%(+222.82K) | $36.91(+61.15%) | 2026-06-30 | |
| KMI | KINDER MORGAN INC DEL | 3.79% | 7.53M | $240.9M | +1.33%(+99.14K) | $26.04(+26.06%) | 2026-06-30 | |
| NFG | NATIONAL FUEL GAS CO | 3.64% | 3.00M | $231.3M | +15.68%(+406.02K) | $67.66(+21.08%) | 2026-06-30 | |
| PAGP | PLAINS GP HLDGS L P | 3.45% | 9.05M | $219.5M | +0.79%(+71.09K) | $16.24(+59.07%) | 2026-06-30 | |
| SO | SOUTHERN CO | 2.61% | 1.74M | $166.1M | +1.09%(+18.76K) | $84.46(+9.57%) | 2026-06-30 | |
| OKE | ONEOK INC NEW | 2.41% | 1.76M | $153.1M | +4.31%(+72.77K) | $73.68(+28.35%) | 2026-06-30 | |
| ETR | ENTERGY CORP NEW | 2.33% | 1.29M | $148.4M | -1.05%(-13.75K) | $61.80(+74.51%) | 2026-06-30 | |
| PPL | PPL CORP | 2.24% | 3.92M | $142.3M | -2.46%(-98.89K) | $29.96(+19.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.15% | +64.94% | +13.86% | +91.38% |
| Top 20 Holdings Unweighted | +19.99% | +72.75% | +15.07% | +101.75% |
Energy Income Partners, LLC reports $6.36B in US-listed equity holdings across 88 positions in its most recent 13F filing. Its largest disclosed positions are EPD (8.0%), ET (7.7%) and MPLX (4.8%). The top 20 holdings account for 59.76% of reported assets. Its disclosed equity book has returned +64.94% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Energy Income Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1388814). View Energy Income Partners, LLC’s 13F filings on SEC