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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TRGP | Targa Resources Corp. | 9.62% | 3,529,491 | $946,397,717 | -17,270 | -0.49% | $268.14 | 13F |
| WMB | WILLIAMS COS INC COM | 8.5% | 11,248,639 | $836,223,843 | -250,495 | -2.18% | $74.34 | 13F |
| ET | Energy Transfer LP | 7.39% | 37,997,055 | $726,503,683 | -1,465,823 | -3.71% | $19.12 | 13F |
| MPLX | MPLX LP | 6.01% | 10,500,469 | $591,491,419 | -2,760,115 | -20.81% | $56.33 | 13F |
| TRP | TC Energy Corp. | 4.92% | 7,294,330 | $483,541,135 | -713,336 | -8.91% | $66.29 | 13F |
| DTM | DT Midstream Inc | 4.44% | 2,975,967 | $436,693,397 | -31,592 | -1.05% | $146.74 | 13F |
| ENB | Enbridge Inc | 3.29% | 5,961,957 | $323,197,698 | -734,602 | -10.97% | $54.21 | 13F |
| WES | Western Midstream Partners LP | 2.89% | 6,506,154 | $284,709,299 | -2,273,474 | -25.89% | $43.76 | 13F |
| PAGP | Plains GP Holdings, L.P. | 2.74% | 11,116,796 | $269,804,639 | -682,302 | -5.78% | $24.27 | 13F |
| AM | Antero Midstream Corporation | 2.36% | 10,183,484 | $231,674,261 | -975,910 | -8.75% | $22.75 | 13F |
| HESM | Hess Midstream LP | 1.62% | 4,236,214 | $159,281,646 | -230,725 | -5.17% | $37.6 | 13F |
| KMI | Kinder Morgan Inc | 1.37% | 4,210,122 | $134,597,600 | -3,643,289 | -46.39% | $31.97 | 13F |
| CEG | CONSTELLATION ENERGY CORP COM | 0.86% | 340,376 | $84,539,187 | -56,413 | -14.22% | $248.37 | 13F |
| SRE | Sempra Energy | 0.77% | 814,192 | $75,483,740 | -315,481 | -27.93% | $92.71 | 13F |
| VST | Vistra Corp. | 0.68% | 424,040 | $67,265,465 | -52,165 | -10.95% | $158.63 | 13F |
| CQP | Cheniere Energy Partners LP | 0.67% | 1,080,566 | $65,860,498 | -26,071 | -2.36% | $60.95 | 13F |
| EVRG | EVERGY INC COM | 0.54% | 614,254 | $53,089,973 | -653,250 | -51.54% | $86.43 | 13F |
| SUN | Sunoco LP | 0.53% | 778,973 | $52,580,678 | -36,525 | -4.48% | $67.5 | 13F |
| TLN | Talen Energy Corp. | 0.49% | 125,132 | $48,083,222 | -13,909 | -10% | $384.26 | 13F |
| EE | Excelerate Energy Inc. | 0.45% | 1,166,178 | $44,303,102 | -16,969 | -1.43% | $37.99 | 13F |
| MPC | Marathon Petroleum Corp | 0.42% | 161,222 | $41,219,629 | -8,482 | -5% | $255.67 | 13F |
| VLO | Valero Energy Corp | 0.42% | 158,847 | $41,370,113 | -8,547 | -5.11% | $260.44 | 13F |
| SOBO | South Bow Corp | 0.34% | 943,552 | $33,250,772 | -16,532 | -1.72% | $35.24 | 13F |
| KNTK | Kinetik Holdings Inc | 0.18% | 364,543 | $17,622,009 | -3,298 | -0.9% | $48.34 | 13F |
| PSX | Phillips 66 | 0.14% | 79,224 | $13,392,817 | -1,519 | -1.88% | $169.05 | 13F |
| EXE | Expand Energy Corp | 0.13% | 140,470 | $12,809,459 | -2,706 | -1.89% | $91.19 | 13F |
| CVX | Chevron Corp | 0.13% | 76,874 | $12,742,634 | -1,476 | -1.88% | $165.76 | 13F |
| CORZ | Core Scientific Inc | 0.12% | 453,530 | $11,605,833 | -653,196 | -59.02% | $25.59 | 13F |
| CWEN | Clearway Energy, Inc. | 0.08% | 236,351 | $8,078,477 | -2,345,787 | -90.85% | $34.18 | 13F |
| HAL | Halliburton Company | 0.08% | 240,167 | $8,153,670 | -4,633 | -1.89% | $33.95 | 13F |
| PUMP | ProPetro Holding Corp | 0.07% | 472,192 | $6,771,233 | -9,102 | -1.89% | $14.34 | 13F |
| NEE | NEXTERA ENERGY INC COM | 0.05% | 52,493 | $4,607,311 | -1,669 | -3.08% | $87.77 | 13F |
| FERG | Ferguson Enterprises Inc | 0.04% | 17,143 | $4,081,992 | -844 | -4.69% | $238.11 | 13F |
| WEC | WEC Energy Group, Inc. | 0.04% | 36,408 | $4,251,362 | -115,990 | -76.11% | $116.77 | 13F |