Data as of Q4 2025 (Dec 31, 2025)

Energy Income Partners, LLC

•CIK: 1388814•Filing: Q4 2025

Energy Income Partners, LLC, managed by the seasoned team of John H. Kilduff and Andrew J. Barile, focuses on energy infrastructure investments, currently holding $5.5 billion in assets across 88 positions. The fund recently made notable moves by adding BKR and FE with significant weight increases, while exiting TFC-PR and USAC, reflecting a strategic shift towards enhancing exposure in key energy sectors.

Total AUM
$5.5B
QoQ Performance
+6.5%
Positions
88
Top 10 Concentration
41.9%
Latest Filing
Q4 2025

Top Holdings Allocation

EPD
ET
MPLX
EPD8.6%
ET7.5%
MPLX5.1%
KMI4.0%
NFG3.7%
PAGP3.1%
SO2.8%
PPL2.5%

📈 Biggest Buys

CMI
CUMMINS INC
NEW
1.5% of portfolio
DUK
DUKE ENERGY CORP NEW
+185.1%
2.4% of portfolio
OGE
OGE ENERGY CORP
NEW
1.4% of portfolio
FE
FIRSTENERGY CORP
+355.4%
1.4% of portfolio
SRE
SEMPRA
+64.4%
2.1% of portfolio

📉 Biggest Sells

DTM
DT MIDSTREAM INC
-57.7%
0.9% of portfolio
OKE
ONEOK INC NEW
-40.8%
1.4% of portfolio
PWR
QUANTA SVCS INC
-29.1%
1.7% of portfolio
FLR
FLUOR CORP NEW
-86.4%
0.1% of portfolio
WMB
WILLIAMS COS INC
-28.5%
1.6% of portfolio

Sector Breakdown

Other89.1%
Utilities8.5%
Energy2.1%
Industrial0.2%

🚪 Exited Positionssold since Q3 2025

AEBA
ALLETE INC
SOLD
$14.7M
USAC
USA COMPRESSION PARTNERS LP
SOLD
$9.7M
KRP
KIMBELL RTY PARTNERS LP
SOLD
$8.7M
FTS
FORTIS INC
SOLD
$5.4M
NRP
NATURAL RESOURCES PARTNERS L
SOLD
$3.5M
+2 more exited positions

Changes from Q3 2025

NEW5 new positions
↑53 increased
↓30 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

EPD8.6%
ENTERPRISE PRODS PARTNERS L
$477.4M
ET7.5%
ENERGY TRANSFER LP
$414.9M
MPLX5.1%
MPLX LP
$282.8M
KMI4.0%
KINDER MORGAN INC DEL
$219.0M
NFG3.7%
NATIONAL FUEL GAS CO
$205.0M

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