Energy Income Partners, LLC

Q3 2020 13F-HR Holdings

Location
Westport, CT
Holdings as of
9/30/2020
Date filed
11/16/2020
Form type
13F-HR
Num holdings
45
Total value ($000)
$3,339,756
Net value change ($000)
-247,667 (-6.9%)
New positions
0
Sold out positions
1
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q2 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SRE 57,299 54.3%
PEG 41,716 26.5%
D 41,203 187.3%
SO 37,368 162.3%
XIFR 24,955 13.0%
CQP 24,051 127.0%
LNT 22,164 32.5%
Midstream Co LLC 19,112 157.2%
PPL 16,541 23.5%
PWR 13,520 42.7%
Top Reduces (Value $000, Stocks/ETFs)
OKE -95,927 -90.0%
ET -85,037 -92.7%
KMI -76,557 -44.7%
Shell Midstream Partners, L.P. -54,264 -61.7%
TC PIPELINES LP -53,282 -20.3%
PHILLIPS 66 PARTNERS LP -51,451 -49.2%
HOLLY ENERGY PARTNERS LP -44,090 -46.0%
PAGP -37,231 -59.2%
ES -23,781 -34.4%
EPD -18,953 -6.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type