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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| WMB | WILLIAMS COS INC | 6.21% | 1,866,100 | $138,725,874 | 166,000 | 9.76% | $74.34 | 13F |
| DTM | DT MIDSTREAM INC | 4.79% | 730,100 | $107,134,874 | 3,000 | 0.41% | $146.74 | 13F |
| PAGP | PLAINS GP HLDGS L P | 4.12% | 3,795,000 | $92,104,650 | 335,000 | 9.68% | $24.27 | 13F |
| LNG | CHENIERE ENERGY INC | 3.61% | 337,800 | $80,737,578 | 58,000 | 20.73% | $239.01 | 13F |
| BE | BLOOM ENERGY CORP | 1.85% | 136,900 | $41,439,630 | 1,900 | 1.41% | $302.7 | 13F |
| AGX | ARGAN INC | 1.63% | 45,500 | $36,334,025 | 7,500 | 19.74% | $798.55 | 13F |
| MTZ | MASTEC INC | 1.54% | 82,800 | $34,449,768 | 11,900 | 16.78% | $416.06 | 13F |
| GEV | GE VERNOVA INC | 1.51% | 28,700 | $33,718,482 | 4,700 | 19.58% | $1174.86 | 13F |
| SEI | SOLARIS ENERGY INFRAS INC | 1.5% | 418,000 | $33,632,280 | 30,000 | 7.73% | $80.46 | 13F |
| PWR | QUANTA SVCS INC | 1.41% | 43,800 | $31,537,752 | 5,800 | 15.26% | $720.04 | 13F |
| VST | VISTRA CORP | 1.41% | 198,000 | $31,408,740 | 14,400 | 7.84% | $158.63 | 13F |
| NRG | NRG ENERGY INC | 1.39% | 212,700 | $31,066,962 | 42,200 | 24.75% | $146.06 | 13F |
| SUNC | SUNOCOCORP LLC | 1.23% | 406,000 | $27,474,020 | 206,000 | 103% | $67.67 | 13F |
| CEG | CONSTELLATION ENERGY CORP | 1.19% | 107,000 | $26,575,590 | 24,300 | 29.38% | $248.37 | 13F |
| DY | DYCOM INDS INC | 1.18% | 52,000 | $26,290,680 | 16,000 | 44.44% | $505.59 | 13F |
| PANW | PALO ALTO NETWORKS INC | 1.14% | 75,000 | $25,576,500 | 3,000 | 4.17% | $341.02 | 13F |
| DOCN | DIGITALOCEAN HLDGS INC | 0.99% | 140,400 | $22,047,012 | 8,200 | 6.2% | $157.03 | 13F |
| NXT | NEXTPOWER INC | 0.96% | 181,000 | $21,564,340 | 38,000 | 26.57% | $119.14 | 13F |
| WBI | WATERBRIDGE INFRASTRUCTURE L | 0.95% | 620,000 | $21,247,400 | 417,500 | 206.17% | $34.27 | 13F |
| WTTR | SELECT WATER SOLUTIONS INC | 0.91% | 1,020,000 | $20,379,600 | 600,000 | 142.86% | $19.98 | 13F |
| MWH | SOLV ENERGY INC | 0.79% | 520,000 | $17,706,000 | 320,000 | 160% | $34.05 | 13F |
| STRL | STERLING INFRASTRUCTURE INC | 0.77% | 20,550 | $17,248,848 | 9,000 | 77.92% | $839.36 | 13F |
| NET | CLOUDFLARE INC | 0.66% | 60,000 | $14,716,800 | 10,000 | 20% | $245.28 | 13F |
| ETR | ENTERGY CORP NEW | 0.51% | 100,000 | $11,486,000 | 37,000 | 58.73% | $114.86 | 13F |
| SNOW | SNOWFLAKE INC | 0.39% | 34,000 | $8,653,000 | 5,000 | 17.24% | $254.5 | 13F |
| DLR | DIGITAL RLTY TR INC | 0.38% | 47,000 | $8,440,260 | 13,000 | 38.24% | $179.58 | 13F |
| AEP | AMERICAN ELEC PWR CO INC | 0.37% | 60,000 | $8,208,600 | 35,000 | 140% | $136.81 | 13F |
| DUK | DUKE ENERGY CORP NEW | 0.35% | 61,000 | $7,721,380 | 26,000 | 74.29% | $126.58 | 13F |
| WEC | WEC ENERGY GROUP INC | 0.35% | 67,000 | $7,823,590 | 32,000 | 91.43% | $116.77 | 13F |
| SO | SOUTHERN CO | 0.34% | 80,000 | $7,656,800 | 35,000 | 77.78% | $95.71 | 13F |
| AM | ANTERO MIDSTREAM CORP | 0.26% | 251,000 | $5,710,250 | 50,000 | 24.88% | $22.75 | 13F |
| CIFR | CIPHER DIGITAL INC | 0.24% | 215,000 | $5,267,500 | 45,000 | 26.47% | $24.5 | 13F |
| PAA | PLAINS ALL AMERN PIPELINE L | 0.1% | 105,300 | $2,343,978 | 50,000 | 90.42% | $22.26 | 13F |