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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| MPC | MARATHON PETE CORP | 0.76% | 159,988 | $39,065,870 | 159,988 | New | $244.18 | 13F |
| SWX | SOUTHWEST GAS HLDGS INC | 0.37% | 216,680 | $18,829,492 | 216,680 | New | $86.9 | 13F |
| SUNC | SUNOCOCORP LLC | 0.26% | 216,889 | $13,371,207 | 216,889 | New | $61.65 | 13F |
| USAC | USA COMPRESSION PARTNERS LP | 0.13% | 250,946 | $6,805,655 | 250,946 | New | $27.12 | 13F |
| IDA | IDACORP INC | 0.11% | 38,502 | $5,504,631 | 38,502 | New | $142.97 | 13F |
| VST | VISTRA CORP | 0.10% | 34,412 | $5,173,156 | 34,412 | New | $150.33 | 13F |
| AEP | AMERICAN ELEC PWR CO INC | 0.09% | 35,263 | $4,622,274 | 35,263 | New | $131.08 | 13F |
| CEG | CONSTELLATION ENERGY CORP | 0.09% | 16,180 | $4,518,265 | 16,180 | New | $279.25 | 13F |
| BWXT | BWX TECHNOLOGIES INC | 0.03% | 8,399 | $1,717,512 | 8,399 | New | $204.49 | 13F |
| MWH | SOLV ENERGY INC | 0.03% | 45,674 | $1,371,590 | 45,674 | New | $30.03 | 13F |
| FSLR | FIRST SOLAR INC | 0.02% | 4,769 | $940,733 | 4,769 | New | $197.26 | 13F |