Energy Income Partners, LLC

Q1 2021 13F-HR Holdings

Location
Westport, CT
Holdings as of
3/31/2021
Date filed
5/14/2021
Form type
13F-HR
Num holdings
53
Total value ($000)
$3,758,067
Net value change ($000)
+254,076 (7.3%)
New positions
7
Sold out positions
3
Turnover %
11.2%
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 Q4 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)
CNP 76,596 2176.6%
LNG 66,363 NEW
TRP 63,710 36.3%
WMB 54,519 46.7%
UGI 54,450 NEW
ENB 51,972 82.9%
CQP 41,263 68.8%
OKE 23,438 22.1%
Teekay LNG Partners LP 19,958 2127.7%
AES 18,781 NEW
Top Reduces (Value $000, Stocks/ETFs)
TC PIPELINES LP -232,306 -100.0%
PHILLIPS 66 PARTNERS LP -36,596 -100.0%
Midstream Co LLC -24,160 -70.0%
WEP -21,913 -6.7%
PEG -21,553 -11.0%
PPL -20,122 -22.3%
EPD -19,125 -6.1%
AEP -14,807 -19.3%
SO -9,262 -14.2%
DUK -8,126 -40.8%
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