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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| WMB | WILLIAMS COS INC | 9.81% | 6,729,960 | $500,305,227 | 26,717 | 0.4% | $74.34 | 13F |
| EPD | ENTERPRISE PRODS PARTNERS L | 9.28% | 12,869,425 | $473,080,063 | -162,172 | -1.24% | $36.76 | 13F |
| ET | ENERGY TRANSFER L P | 9.06% | 24,166,229 | $462,058,298 | -416,091 | -1.69% | $19.12 | 13F |
| LNG | CHENIERE ENERGY INC | 8.95% | 1,908,577 | $456,168,988 | 246,955 | 14.86% | $239.01 | 13F |
| OKE | ONEOK INC NEW | 6.59% | 3,864,249 | $335,957,808 | -212 | -0.00549% | $86.94 | 13F |
| MPLX | MPLX LP | 6.48% | 5,862,925 | $330,258,565 | -963,642 | -14.12% | $56.33 | 13F |
| KMI | KINDER MORGAN INC DEL | 5.84% | 9,310,932 | $297,670,496 | -1,643,135 | -15% | $31.97 | 13F |
| ENB | ENBRIDGE INC | 5.35% | 5,029,159 | $272,630,710 | -1,066,780 | -17.5% | $54.21 | 13F |
| TRGP | TARGA RES CORP | 5.11% | 970,898 | $260,336,589 | 193,295 | 24.86% | $268.14 | 13F |
| TRP | TC ENERGY CORP | 5.1% | 3,922,519 | $260,023,784 | -895,144 | -18.58% | $66.29 | 13F |
| MNR | MACH NATURAL RESOURCES LP | 3.85% | 15,517,713 | $196,143,892 | -3,442,321 | -18.16% | $12.64 | 13F |
| WES | WESTERN MIDSTREAM PARTNERS L | 3.37% | 3,928,197 | $171,897,901 | 10,106 | 0.26% | $43.76 | 13F |
| PAA | PLAINS ALL AMERN PIPELINE L | 2.7% | 6,191,802 | $137,829,513 | -8,834 | -0.14% | $22.26 | 13F |
| PBA | PEMBINA PIPELINE CORP | 1.92% | 2,112,513 | $97,703,727 | 505,980 | 31.5% | $46.25 | 13F |
| DTM | DT MIDSTREAM INC | 1.85% | 644,326 | $94,548,397 | -5,650 | -0.87% | $146.74 | 13F |
| KGS | KODIAK GAS SVCS INC | 1.66% | 1,128,985 | $84,820,643 | 506,016 | 81.23% | $75.13 | 13F |
| SRE | SEMPRA | 1.44% | 791,520 | $73,381,819 | 15,118 | 1.95% | $92.71 | 13F |
| VG | VENTURE GLOBAL INC | 1.25% | 5,743,473 | $63,924,854 | 5,743,473 | New | $11.13 | 13F |
| CNP | CENTERPOINT ENERGY INC | 1.11% | 1,282,748 | $56,492,222 | 38,530 | 3.1% | $44.04 | 13F |
| SUNC | SUNOCOCORP LLC | 1.09% | 819,337 | $55,444,535 | 602,448 | 277.77% | $67.67 | 13F |
| MPC | MARATHON PETE CORP | 1.04% | 206,525 | $52,802,247 | 46,537 | 29.09% | $255.67 | 13F |
| AM | ANTERO MIDSTREAM CORP | 0.98% | 2,192,659 | $49,882,993 | -2,056,049 | -48.39% | $22.75 | 13F |
| ETR | ENTERGY CORP NEW | 0.87% | 384,367 | $44,148,394 | -218,034 | -36.19% | $114.86 | 13F |
| AROC | ARCHROCK INC | 0.77% | 964,888 | $39,280,591 | -31,580 | -3.17% | $40.71 | 13F |
| EE | EXCELERATE ENERGY INC | 0.5% | 664,577 | $25,247,281 | 18,042 | 2.79% | $37.99 | 13F |
| SWX | SOUTHWEST GAS HLDGS INC | 0.46% | 266,765 | $23,656,720 | 50,085 | 23.11% | $88.68 | 13F |
| OXY | OCCIDENTAL PETE CORP | 0.33% | 346,953 | $16,851,508 | 346,953 | New | $48.57 | 13F |
| BP | BP PLC | 0.32% | 441,511 | $16,313,832 | 441,511 | New | $36.95 | 13F |
| HESM | HESS MIDSTREAM LP | 0.3% | 411,563 | $15,474,768 | -1,099,530 | -72.76% | $37.6 | 13F |
| GLP | GLOBAL PARTNERS LP | 0.26% | 285,481 | $13,300,559 | 253,556 | 794.22% | $46.59 | 13F |
| CVX | CHEVRON CORPORATION | 0.23% | 72,254 | $11,976,823 | 72,254 | New | $165.76 | 13F |
| PPL | PPL CORP | 0.2% | 277,802 | $10,098,103 | 77,760 | 38.87% | $36.35 | 13F |
| KNRG | SIMPLIFY EXCHANGE TRADED FUN | 0.2% | 399,553 | $10,270,510 | No Change | $25.71 | 13F | |
| D | DOMINION ENERGY INC | 0.18% | 134,767 | $9,203,238 | 134,767 | New | $68.29 | 13F |
| AEP | AMERICAN ELEC PWR CO INC | 0.17% | 61,748 | $8,447,744 | 26,485 | 75.11% | $136.81 | 13F |
| IDA | IDACORP INC | 0.15% | 49,090 | $7,427,317 | 10,588 | 27.5% | $151.3 | 13F |
| GEV | GE VERNOVA INC | 0.13% | 5,845 | $6,867,057 | -1,028 | -14.96% | $1174.86 | 13F |
| USAC | USA COMPRESSION PARTNERS LP | 0.13% | 250,946 | $6,622,465 | No Change | $26.39 | 13F | |
| NRG | NRG ENERGY INC | 0.12% | 41,996 | $6,133,936 | -22,243 | -34.63% | $146.06 | 13F |
| PWR | QUANTA SVCS INC | 0.1% | 7,362 | $5,300,934 | -1,007 | -12.03% | $720.04 | 13F |
| NFG | NATIONAL FUEL GAS CO | 0.09% | 59,763 | $4,614,301 | -46,559 | -43.79% | $77.21 | 13F |
| PAGP | PLAINS GP HLDGS L P | 0.09% | 197,711 | $4,798,446 | No Change | $24.27 | 13F | |
| SUN | SUNOCO LP/SUNOCO FIN CORP | 0.08% | 57,396 | $3,874,230 | 57,396 | New | $67.5 | 13F |
| CCJ | CAMECO CORP | 0.07% | 37,214 | $3,790,618 | 3,075 | 9.01% | $101.86 | 13F |
| CEG | CONSTELLATION ENERGY CORP | 0.05% | 11,084 | $2,752,933 | -5,096 | -31.5% | $248.37 | 13F |
| FSLR | FIRST SOLAR INC | 0.05% | 9,730 | $2,295,891 | 4,961 | 104.03% | $235.96 | 13F |
| L | LOEWS CORP | 0.05% | 24,744 | $2,801,268 | 24,744 | New | $113.21 | 13F |
| POWL | POWELL INDS INC | 0.05% | 9,572 | $2,741,038 | 6,433 | 204.94% | $286.36 | 13F |
| PRIM | PRIMORIS SVCS CORP | 0.05% | 25,359 | $2,513,584 | 25,359 | New | $99.12 | 13F |
| TLN | TALEN ENERGY CORP | 0.05% | 6,928 | $2,662,153 | -4,621 | -40.01% | $384.26 | 13F |
| VST | VISTRA CORP | 0.05% | 15,553 | $2,467,172 | -18,859 | -54.8% | $158.63 | 13F |
| BWXT | BWX TECHNOLOGIES INC | 0.03% | 8,536 | $1,661,532 | 137 | 1.63% | $194.65 | 13F |
| EROC | EROCK INC | 0.01% | 49,000 | $710,500 | 49,000 | New | $14.5 | 13F |
| CTRI | CENTURI HOLDINGS INC | -98,861 | Exited | 13F | ||||
| KYN | KAYNE ANDERSON ENERGY INFRST | -808,748 | Exited | 13F | ||||
| MWH | SOLV ENERGY INC | -45,674 | Exited | 13F | ||||
| XEL | XCEL ENERGY INC | -97,379 | Exited | 13F |