| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| LNG | CHENIERE ENERGY INC | 8.84% | 159,000 | $37,320,000 | No Change | $234.72 | 13F | |
| MPLX | MPLX LP | 5.91% | 499,000 | $24,928,000 | No Change | $49.96 | 13F | |
| WES | WESTERN MIDSTREAM PARTNERS LP | 4.21% | 453,000 | $17,783,000 | No Change | $39.26 | 13F | |
| WULF | TERAWULF INC | 3.05% | 1,126,000 | $12,859,000 | No Change | $11.42 | 13F | |
| TRGP | TARGA RESOURCES CORP | 1.77% | 45,000 | $7,480,000 | No Change | $166.22 | 13F | |
| GLNG | GOLAR LNG LTD | 1.53% | 160,000 | $6,465,000 | No Change | $40.41 | 13F | |
| PR | PERMIAN RESOURCES CORP | 1.25% | 412,000 | $5,278,000 | No Change | $12.81 | 13F | |
| CEG | CONSTELLATION ENERGY CORP | 0.76% | 10,000 | $3,213,000 | No Change | $321.3 | 13F |