Energy Income Partners, LLC

Q4 2021 13F-HR Holdings

Location
Westport, CT
Holdings as of
12/31/2021
Date filed
2/14/2022
Form type
13F-HR
Num holdings
58
Total value ($000)
$4,248,851
Net value change ($000)
+233,149 (5.8%)
New positions
7
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 2021
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)
DTM 73,107 333.3%
HESM 35,574 119.8%
DTE 34,953 49.0%
MPLX 25,743 NEW
NEE 21,358 19.0%
CQP 18,494 15.1%
XIFR 18,121 8.9%
AEP 18,106 20.5%
LNT 17,768 22.9%
XEL 14,299 23.4%
Top Reduces (Value $000, Stocks/ETFs)
WEP -44,207 -13.1%
SRE -25,823 -17.0%
Shell Midstream Partners, L.P. -16,956 -31.5%
Teekay LNG Partners LP -16,152 -36.3%
SO -14,837 -13.7%
HOLLY ENERGY PARTNERS LP -14,607 -20.0%
WMB -11,416 -8.9%
TRP -9,672 -4.3%
PAGP -7,457 -5.6%
UGI -6,606 -7.8%
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