Energy Income Partners, LLC

Q4 2020 13F-HR Holdings

Location
Westport, CT
Holdings as of
12/31/2020
Date filed
2/16/2021
Form type
13F-HR
Num holdings
49
Total value ($000)
$3,503,991
Net value change ($000)
+164,235 (4.9%)
New positions
6
Sold out positions
2
Turnover %
1.4%
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 Q3 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)
WEP 118,446 56.5%
OKE 95,515 894.4%
PAGP 46,558 181.4%
OGS 39,319 182.6%
EPD 37,681 13.7%
IDA 31,474 51.9%
PAA 31,050 429.5%
ATO 28,580 51.4%
PWR 24,507 54.2%
WMB 24,005 25.9%
Top Reduces (Value $000, Stocks/ETFs)
TRP -160,806 -47.8%
DTE -69,186 -88.2%
FE -38,678 -100.0%
ES -30,603 -67.4%
KMI -27,059 -28.6%
EXC -26,603 -37.7%
PHILLIPS 66 PARTNERS LP -16,528 -31.1%
NEE -12,517 -10.3%
Shell Midstream Partners, L.P. -8,329 -24.8%
FTS -6,775 -58.8%
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