Energy Income Partners’s Sunoco SUN Stock Holding History

Energy Income Partners’s Portfolio SUN Stock Details SUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$119M	Sell	1,768,784 -132,467	-7%	-$8.8M	1.88%	15
2026 Q1	$124M	Sell	1,901,251 -54,644	-3%	-$3.31M	1.99%	13
2025 Q4	$103M	Buy	1,955,895 +39,037	+2%	+$2.06M	1.86%	13
2025 Q3	$95.9M	Buy	1,916,858 +32,866	+2%	+$1.71M	1.85%	17
2025 Q2	$101M	Buy	1,883,992 +73,696	+4%	+$4.07M	1.98%	15
2025 Q1	$105M	Buy	1,810,296 +45,935	+3%	+$2.6M	2.01%	14
2024 Q4	$90.8M	Buy	1,764,361 +708,063	+67%	+$37.4M	1.86%	13
2024 Q3	$56.7M	Buy	1,056,298 +82,123	+8%	+$4.46M	1.22%	25
2024 Q2	$55.1M	Buy	974,175 +800,120	+460%	+$43.6M	1.23%	28
2024 Q1	$10.5M	Buy	+174,055	New	+$10.5M	0.21%	55

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

Energy Income Partners's SUN Position: Q2 2026 in Review

Energy Income Partners reduced its Sunoco (SUN) stake by 7% in Q2 2026, selling an estimated $8.8M and leaving 1,768,784 shares worth $119M. The position accounts for 1.88% of the portfolio, ranked #15.

Energy Income Partners first reported a position in SUN in Q1 2024 and has held it in 10 quarters since. The position peaked at $124M in Q1 2026. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Energy Income Partners held 1,768,784 shares of Sunoco worth $119M as of Q2 2026.
Energy Income Partners sold 132,467 Sunoco shares in Q2 2026, an estimated $8.8M.
Sunoco made up 1.88% of Energy Income Partners's portfolio in Q2 2026, its #15 holding.
Energy Income Partners first reported a position in Sunoco in Q1 2024 and has held it in 10 quarters since.
Energy Income Partners's Sunoco position peaked at $124M in Q1 2026.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Energy Income Partners's 13F filing for Q2 2026, filed 7 Aug 2026.