Rockefeller Capital Management
EIPX icon

Rockefeller Capital Management’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Rockefeller Capital Management’s Portfolio EIPX Stock Details EIPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.57M Buy
114,087
+2,721
+2% +$87K 0.01% 1118
2026
Q1 		$3.58M Sell
111,366
-8,815
-7% -$263K 0.01% 1055
2025
Q4 		$3.18M Buy
120,181
+11,292
+10% +$299K 0.01% 1049
2025
Q3 		$2.85M Buy
108,889
+10,779
+11% +$280K 0.01% 1021
2025
Q2 		$2.51M Buy
98,110
+1,855
+2% +$46.1K 0.01% 1031
2025
Q1 		$2.51M Sell
96,255
-990
-1% -$25.4K 0.01% 948
2024
Q4 		$2.38M Buy
97,245
+205
+0.2% +$5.13K 0.01% 955
2024
Q3 		$2.35M Sell
97,040
-241
-0.2% -$5.77K 0.01% 944
2024
Q2 		$2.27M Sell
97,281
-1,005
-1% -$23.5K 0.01% 931
2024
Q1 		$2.27M Sell
98,286
-12,026
-11% -$259K 0.01% 958
2023
Q4 		$2.35M Sell
110,312
-12,587
-10% -$266K 0.01% 862
2023
Q3 		$2.59M Sell
122,899
-84,549
-41% -$1.78M 0.01% 758
2023
Q2 		$4.18M Sell
207,448
-3,420
-2% -$68.6K 0.02% 634
2023
Q1 		$4.19M Buy
210,868
+123,397
+141% +$2.49M 0.02% 609
2022
Q4 		$1.74M Buy
+87,471
New +$1.76M 0.01% 801

Other funds holding EIPX

AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Rockefeller Capital Management's EIPX Position: Q2 2026 in Review

Rockefeller Capital Management increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 2.4% in Q2 2026, buying an estimated $87K and bringing the position to 114,087 shares worth $3.57M. The position accounts for 0.01% of the portfolio, ranked #1118.

Rockefeller Capital Management first reported a position in EIPX in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.19M in Q1 2023. 57 funds tracked by Wall St. Rank hold EIPX as of Q2 2026.

  • Rockefeller Capital Management held 114,087 shares of FT Energy Income Partners Strategy ETF worth $3.57M as of Q2 2026.
  • Rockefeller Capital Management bought 2,721 FT Energy Income Partners Strategy ETF shares in Q2 2026, an estimated $87K.
  • FT Energy Income Partners Strategy ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1118 holding.
  • Rockefeller Capital Management first reported a position in FT Energy Income Partners Strategy ETF in Q4 2022 and has held it in 15 quarters since.
  • Rockefeller Capital Management's FT Energy Income Partners Strategy ETF position peaked at $4.19M in Q1 2023.
  • 57 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.