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Livermore
Livermore
ZHEN

Energy Income Partners, LLC

SEC CIK
0001388814
Latest filing
Aug 7, 2026

The latest 13F from Energy Income Partners, LLC covers Q2 2026 (filed Aug 7, 2026): 88 long positions worth $6.36B. The top 10 holdings make up 40.9% of the portfolio, and the largest is Enterprise Products Partners L.P. (EPD) at 8.0%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
5
Est. +$83.6M
Added
60
Est. +$385.9M
Reduced
23
Est. −$187.3M
Sold out
4
Est. −$62.3M

Top 5 holdings

Share of this quarter's portfolio value

  1. EPDEnterprise Products Partners L.P.
    8.0%$508.5MHistory
  2. ETEnergy Transfer LP
    7.7%$490.5MHistory
  3. MPLXMPLX LP
    4.8%$303.1MHistory
  4. KMIKinder Morgan, Inc.
    3.8%$240.9MHistory
  5. NFGNational Fuel Gas Co
    3.6%$231.3MHistory

Share of portfolio

Top 5 holdings and the other 83 positions, by share of portfolio value

  1. EPD8.0%
  2. ET7.7%
  3. MPLX4.8%
  4. KMI3.8%
  5. NFG3.6%
  6. Other 83 positions72.1%

Biggest buys

New and added positions, by estimated amount bought

  1. TTEKTetra Tech Inc
    +$68.5MNewHistory
  2. JJacobs Solutions Inc.
    +$47.1MAddedHistory
  3. OGSONE Gas, Inc.
    +$33.4MAddedHistory
  4. NFGNational Fuel Gas Co
    +$31.3MAddedHistory
  5. LNGCheniere Energy, Inc.
    +$30.7MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. TTEKTetra Tech Inc
    +1.08 pp0.0% → 1.1%History
  2. JJacobs Solutions Inc.
    +0.73 pp0.2% → 0.9%History
  3. EQTEQT Corp
    +0.32 pp<0.1% → 0.3%History
  4. OGSONE Gas, Inc.
    +0.29 pp1.8% → 2.1%History
  5. LNGCheniere Energy, Inc.
    +0.22 pp1.5% → 1.7%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. SRSpire Inc
    −$36.4MSold outHistory
  2. CMICummins Inc
    −$30.5MReducedHistory
  3. PWRQuanta Services, Inc.
    −$24.1MReducedHistory
  4. ENBEnbridge Inc
    −$21.7MReducedHistory
  5. SHELShell plc
    −$19.0MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. SRSpire Inc
    −0.59 pp0.6% → 0.0%History
  2. SHELShell plc
    −0.50 pp1.1% → 0.6%History
  3. ENBEnbridge Inc
    −0.36 pp0.9% → 0.5%History
  4. WTRGEssential Utilities, Inc.
    −0.28 pp0.3% → <0.1%History
  5. CMICummins Inc
    −0.24 pp0.8% → 0.6%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$6.36B
+$144.0M (+2.3%) vs. prior quarter
Positions
88
+1 vs. prior quarter
Top 10 concentration
40.9%
Top 10 as share of value
Turnover
4.0%
Q2 2026, one quarter
Average holding period
18.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $6.36B (Q2 2026)

Q1 2021: $3.76BQ2 2021: $4.07BQ3 2021: $4.02BQ4 2021: $4.25BQ1 2022: $4.65BQ2 2022: $4.31BQ3 2022: $4.28BQ4 2022: $4.44BQ1 2023: $4.52BQ2 2023: $4.70BQ3 2023: $4.40BQ4 2023: $4.64BQ1 2024: $4.89BQ2 2024: $4.49BQ3 2024: $4.66BQ4 2024: $4.87BQ1 2025: $5.23BQ2 2025: $5.10BQ3 2025: $5.19BQ4 2025: $5.52BQ1 2026: $6.22BQ2 2026: $6.36B
Q1 2021Q2 2026
13F filings of Energy Income Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 7, 202688$6.36BEPDETMPLXvs. Q1 2026SEC
Q1 2026May 15, 202687$6.22BEPDETMPLXvs. Q4 2025SEC
Q4 2025Feb 17, 202688$5.52BEPDETMPLXvs. Q3 2025SEC
Q3 2025Nov 13, 202590$5.19BEPDETMPLXvs. Q2 2025SEC
Q2 2025Aug 14, 202592$5.10BEPDETMPLXvs. Q1 2025SEC
Q1 2025May 15, 202593$5.23BEPDETMPLXvs. Q4 2024SEC
Q4 2024Feb 14, 202593$4.87BEPDETMPLXvs. Q3 2024SEC
Q3 2024Nov 14, 202487$4.66BEPDETOKEvs. Q2 2024SEC
Q2 2024Aug 14, 202481$4.49BEPDETOKEvs. Q1 2024SEC
Q1 2024May 15, 202483$4.89BEPDETOKEvs. Q4 2023SEC
Q4 2023Feb 14, 202480$4.64BEPDETOKEvs. Q3 2023SEC
Q3 2023Nov 14, 202385$4.40BEPDETPAGPvs. Q2 2023SEC
Q2 2023Aug 14, 202385$4.70BEPDMMPETvs. Q1 2023SEC
Q1 2023May 15, 202386$4.52BEPDMMPETvs. Q4 2022SEC
Q4 2022Feb 14, 202383$4.44BEPDMMPETvs. Q3 2022SEC
Q3 2022Nov 14, 202267$4.28BEPDMMPETvs. Q2 2022SEC
Q2 2022Aug 15, 202267$4.31BEPDMMPETvs. Q1 2022SEC
Q1 2022May 16, 202266$4.65BEPDMMPTRPvs. Q4 2021SEC
Q4 2021Feb 14, 202258$4.25BEPDMMPXIFRvs. Q3 2021SEC
Q3 2021Nov 15, 202153$4.02BMMPEPDTRPvs. Q2 2021SEC
Q2 2021Aug 16, 202153$4.07BMMPEPDTRPvs. Q1 2021SEC
Q1 2021May 14, 202153$3.76BMMPEPDTRP–SEC

13D and 13G filings

Companies where Energy Income Partners, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Energy Income Partners, LLC does not currently report owning 5% or more of any company.

Latest filings

28 filings on file made by Energy Income Partners, LLC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Energy Income Partners, LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
CWENClearway Energy, Inc.Aug 7, 20264:06 PM ET13G/A0.00%0 shares−6.54 ppfrom 6.54%Below 5%Jun 30, 2026SEC
WLKPWestlake Chemical Partners LPFeb 17, 20269:02 AM ET13G4.44%1.56M shares−0.60 ppfrom 5.04%Below 5%Dec 31, 2025SEC
PAGPPlains GP Holdings LPFeb 17, 20268:58 AM ET13G4.47%8.85M shares–Below 5%Dec 31, 2025SEC
CWENClearway Energy, Inc.Aug 14, 20252:00 PM ET13G6.54%2.27M shares–Jun 30, 2025SEC
WLKPWestlake Chemical Partners LPAug 14, 20252:00 PM ET13G5.04%1.77M shares+0.07 ppfrom 4.97%Jun 30, 2025SEC
WLKPWestlake Chemical Partners LPMay 15, 20253:00 PM ET13G/A4.97%1.75M shares–Below 5%Mar 31, 2025SEC
CWENClearway Energy, Inc.Nov 14, 202413G/AOld format–––SEC
CWENClearway Energy, Inc.Feb 14, 202413GOld format–New–SEC
WLKPWestlake Chemical Partners LPFeb 14, 202413G/AOld format–––SEC
PAGPPlains GP Holdings LPFeb 14, 202413G/AOld format–––SEC
HESMHess Midstream LPFeb 14, 202413G/AOld format–––SEC
WLKPWestlake Chemical Partners LPFeb 14, 202313G/AOld format–––SEC
HESMHess Midstream LPFeb 14, 202313G/AOld format–––SEC
PAGPPlains GP Holdings LPFeb 14, 202313G/AOld format–––SEC
PAGPPlains GP Holdings LPFeb 14, 202213GOld format–New–SEC
HESMHess Midstream LPFeb 14, 202213GOld format–New–SEC
WLKPWestlake Chemical Partners LPFeb 14, 202213G/AOld format–––SEC
TC Pipelines LPApr 6, 20214:02 PM ET13G/AOld format–––SEC
WLKPWestlake Chemical Partners LPFeb 16, 202113G/AOld format–––SEC
TC Pipelines LPFeb 16, 202113G/AOld format–––SEC