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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ET | ENERGY TRANSFER L P | 9.22% | 24,582,320 | $474,438,776 | 627,373 | 2.62% | $19.3 | 13F |
| LNG | CHENIERE ENERGY INC | 9.16% | 1,661,622 | $471,501,858 | 89,219 | 5.67% | $283.76 | 13F |
| OKE | ONEOK INC NEW | 6.79% | 3,864,461 | $349,308,630 | 233,436 | 6.43% | $90.39 | 13F |
| ENB | ENBRIDGE INC | 6.41% | 6,095,939 | $330,034,137 | 1,498,831 | 32.6% | $54.14 | 13F |
| WES | WESTERN MIDSTREAM PARTNERS L | 3.13% | 3,918,091 | $161,307,807 | 16,998 | 0.44% | $41.17 | 13F |
| PAA | PLAINS ALL AMERN PIPELINE L | 2.69% | 6,200,636 | $138,460,202 | 1,081,102 | 21.12% | $22.33 | 13F |
| CNP | CENTERPOINT ENERGY INC | 1.04% | 1,244,218 | $53,700,449 | 9,290 | 0.75% | $43.16 | 13F |
| KGS | KODIAK GAS SVCS INC | 0.71% | 622,969 | $36,331,552 | 581,934 | 1418.14% | $58.32 | 13F |
| AROC | ARCHROCK INC | 0.67% | 996,468 | $34,677,086 | 444,571 | 80.55% | $34.8 | 13F |
| KNRG | SIMPLIFY EXCHANGE TRADED FUN | 0.20% | 399,553 | $10,154,639 | 100,959 | 33.81% | $25.41 | 13F |
| NFG | NATIONAL FUEL GAS CO | 0.19% | 106,322 | $9,990,015 | 11,821 | 12.51% | $93.96 | 13F |
| NRG | NRG ENERGY INC | 0.18% | 64,239 | $9,387,887 | 11,858 | 22.64% | $146.14 | 13F |
| XEL | XCEL ENERGY INC | 0.15% | 97,379 | $7,735,788 | 20,685 | 26.97% | $79.44 | 13F |
| PAGP | PLAINS GP HLDGS L P | 0.09% | 197,711 | $4,800,423 | 22,339 | 12.74% | $24.28 | 13F |
| CCJ | CAMECO CORP | 0.07% | 34,139 | $3,707,837 | 4,594 | 15.55% | $108.61 | 13F |