Energy Income Partners, LLC

Long Only Manager

Energy Income Partners, LLC is a Long Only Manager based in Westport, CT led by James Jarvis Murchie, reporting $5.4B in AUM as of Q3 2025 with 56% Energy concentration.

CEOJames Jarvis Murchie

Portfolio Value: $5.2B
Positions: 90
Top Holding: EPD at 8.87%
Last Reported: Q3 2025

Address10 Wright Street, Westport, CT, 06880-3115, United States

Top Holdings

Largest long holdings in Energy Income Partners, LLC's portfolio (43.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Enterprise Products Partners EPD	Oil & Gas Midstream Energy	$459.8M	8.87%	+$2.5M Bought	0.68% 14.7M shares	≤ Q2 2013 Held for 12y 5m+
2 Energy Transfer ET	Oil & Gas Midstream Energy	$400.7M	7.73%	+$5.6M Bought	0.68% 23.4M shares	Q2 2018 Held for 7y 5m
3 MPLX MPLX	Oil & Gas Midstream Energy	$282.7M	5.45%	+$5.9M Bought	0.56% 5.7M shares	Q4 2021 Held for 3y 11m
4 National Fuel Gas NFG	Oil & Gas Integrated Energy	$211.8M	4.08%	-$165.5K Sold	2.54% 2.3M shares	Q1 2022 Held for 3y 8m
5 Plains GP Holdings, L.P. PAGP	Oil & Gas Midstream Energy	$186.0M	3.59%	+$1.9M Bought	5.16% 10.2M shares	Q4 2018 Held for 6y 11m
6 Kinder Morgan KMI	Oil & Gas Midstream Energy	$181.3M	3.49%	+$3.0M Bought	0.29% 6.4M shares	≤ Q2 2013 Held for 12y 5m+
7 Oneok OKE	Oil & Gas Midstream Energy	$132.1M	2.55%	-$6.0M Sold	0.29% 1.8M shares	Q4 2014 Held for 10y 11m
8 Williams Companies WMB	Oil & Gas Midstream Energy	$128.0M	2.47%	+$62.1K Bought	0.17% 2.0M shares	≤ Q2 2013 Held for 12y 5m+
9 Quanta Services PWR	Engineering & Construction Industrials	$127.8M	2.46%	-$8.0M Sold	0.21% 308.3K shares	Q1 2020 Held for 5y 8m
10 PPL PPL	Regulated Electric Utilities	$124.0M	2.39%	-$2.1M Sold	0.45% 3.3M shares	Q4 2017 Held for 7y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Energy Income Partners, LLC's latest filing

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Market Value

$5.2B

Prior: $5.1B

Q/Q Change

+1.7%

+$86.9M

Net Flows % of MV

-0.301%

Turnover Ratio

2.31%

New Purchases

0 stocks

Added To

64 stocks

+$112.1M

Sold Out Of

2 stocks

$41.7M

Reduced Holdings

26 stocks

-$86.0M

Increased Positions

Position	Shares Δ	Change
1 Cactus WHD	+218.56%	57.5K → 183.2K +$5.0M
2 ALLETE ALE	+186.77%	77.5K → 222.1K +$9.6M
3 Chesapeake Utilities Corporation CPK	+127.63%	74.3K → 169.2K +$12.8M
4 Range Resources RRC	+82.85%	120.1K → 219.7K +$3.7M
5 SM Energy SM	+57.5%	40.1K → 63.1K +$575.3K

Decreased Positions

Position	Shares Δ	Change
1 Hess Midstream HESM	Sold	1.1M → 0 −$41.6M
2 OGE Energy OGE	Sold	2.3K → 0 −$100.3K
3 Generac Holdings GNRC	-33.69%	302.3K → 200.5K −$17.0M
4 Vistra VST	-29.31%	420.4K → 297.2K −$24.1M
5 Public Service Enterprise Group PEG	-21.76%	850.2K → 665.2K −$15.4M