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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 |
| LNG | CHENIERE ENERGY INC | 8.95% | 1,908,577 | $456,168,988 | 246,955 | 14.86% | $239.01 | 13F |
| TRGP | TARGA RES CORP | 5.11% | 970,898 | $260,336,589 | 193,295 | 24.86% | $268.14 | 13F |
| WES | WESTERN MIDSTREAM PARTNERS L | 3.37% | 3,928,197 | $171,897,901 | 10,106 | 0.26% | $43.76 | 13F |
| PBA | PEMBINA PIPELINE CORP | 1.92% | 2,112,513 | $97,703,727 | 505,980 | 31.5% | $46.25 | 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 |
| 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 |
| 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 |
| GLP | GLOBAL PARTNERS LP | 0.26% | 285,481 | $13,300,559 | 253,556 | 794.22% | $46.59 | 13F |
| PPL | PPL CORP | 0.2% | 277,802 | $10,098,103 | 77,760 | 38.87% | $36.35 | 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 |
| CCJ | CAMECO CORP | 0.07% | 37,214 | $3,790,618 | 3,075 | 9.01% | $101.86 | 13F |
| FSLR | FIRST SOLAR INC | 0.05% | 9,730 | $2,295,891 | 4,961 | 104.03% | $235.96 | 13F |
| POWL | POWELL INDS INC | 0.05% | 9,572 | $2,741,038 | 6,433 | 204.94% | $286.36 | 13F |
| BWXT | BWX TECHNOLOGIES INC | 0.03% | 8,536 | $1,661,532 | 137 | 1.63% | $194.65 | 13F |