#	Issuer	Ticker	Shares	Value	% of Portfolio
1	ISHARES TR	464288513	2,050,300	$165.3M	7.36%
2	SPDR S&P 500 ETF TR	SPY	190,000	$129.6M	5.77%
3	NATIONAL FUEL GAS CO	NFG	1,105,979	$88.5M	3.94%
4	EQT CORP	EQT	1,466,600	$78.6M	3.50%
5	BP PLC	BPPFF	2,231,295	$77.5M	3.45%
6	CENOVUS ENERGY INC	CVE	4,346,820	$73.5M	3.28%
7	PHILLIPS 66	PSX	512,500	$66.1M	2.95%
8	OVINTIV INC	OVV	1,681,188	$65.9M	2.93%
9	CRH PLC	CRH	505,713	$63.1M	2.81%
10	TC ENERGY CORP	TRPRF	1,143,027	$62.9M	2.80%
11	AES CORP	AES	4,357,456	$62.5M	2.78%
12	COTERRA ENERGY INC	CTRA	2,369,315	$62.4M	2.78%
13	PERMIAN RESOURCES CORP	PR	4,082,966	$57.3M	2.55%
14	CSX CORP	CSX	1,559,664	$56.5M	2.52%
15	DUKE ENERGY CORP NEW	DUKB	443,963	$52.0M	2.32%
16	NISOURCE INC	NI	1,192,609	$49.8M	2.22%
17	SHELL PLC	RYDAF	668,736	$49.1M	2.19%
18	EATON CORP PLC	ETN	152,500	$48.6M	2.16%
19	AMERICAN WTR WKS CO INC NEW	030420103	349,233	$45.6M	2.03%
20	PINNACLE WEST CAP CORP	PNW	511,553	$45.4M	2.02%