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Asset Manager ← All Institutions

Capital Innovations LLC

Q1 2026 · Filed 2026-02-10
Market Value
$0
Holdings
50
+45
New Purchases
0
Added To
0
Closed
50
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 42 $0 0%
Mid Cap 8 $0 0%

Portfolio Analytics

Avg Market Cap
$53.4B
Median Market Cap
$43.5B
Avg P/E
29.1
Median P/E
23.7
Avg Dividend Yield
0.03%
Avg Beta
0.70
# Stocks
50
# ETFs / Funds
0

Top Holdings (50 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NEE —% -$19M -240,391 -100.0% SOLD
2 AMT —% -$10M -58,925 -100.0% SOLD
3 D —% -$4M -61,605 -100.0% SOLD
4 DLR —% -$13M -84,979 -100.0% SOLD
5 WTRG —% -$1M -36,596 -100.0% SOLD
6 IBDRY —% -$3M -29,888 -100.0% SOLD
7 HASI —% -$6M -187,959 -100.0% SOLD
8 HAL —% -$9M -318,002 -100.0% SOLD
9 EIX —% -$5M -85,471 -100.0% SOLD
10 ATO —% -$666K -3,975 -100.0% SOLD
11 GFL —% -$5M -106,981 -100.0% SOLD
12 VST —% -$20M -124,901 -100.0% SOLD
13 SRE —% -$10M -116,533 -100.0% SOLD
14 WMB —% -$19M -317,298 -100.0% SOLD
15 WM —% -$7M -31,389 -100.0% SOLD
16 FE —% -$2M -41,927 -100.0% SOLD
17 ETR —% -$5M -56,073 -100.0% SOLD
18 EQT —% -$14M -259,594 -100.0% SOLD
19 SO —% -$10M -115,871 -100.0% SOLD
20 PEG —% -$2M -27,549 -100.0% SOLD
21 SLB —% -$20M -531,546 -100.0% SOLD
22 TRP —% -$10M -177,391 -100.0% SOLD
23 UGP —% -$2M -405,382 -100.0% SOLD
24 NI —% -$494K -11,825 -100.0% SOLD
25 UNP —% -$11M -47,283 -100.0% SOLD
26 CMS —% -$2M -23,622 -100.0% SOLD
27 NRG —% -$14M -90,744 -100.0% SOLD
28 LNG —% -$11M -55,533 -100.0% SOLD
29 DUK —% -$3M -22,975 -100.0% SOLD
30 BMI —% -$7M -39,375 -100.0% SOLD
31 DTM —% -$6M -54,239 -100.0% SOLD
32 AWK —% -$5M -36,013 -100.0% SOLD
33 ENB —% -$9M -184,766 -100.0% SOLD
34 DTE —% -$1M -7,858 -100.0% SOLD
35 WCN —% -$4M -23,801 -100.0% SOLD
36 NGG —% -$7M -84,370 -100.0% SOLD
37 TAC —% -$1M -99,595 -100.0% SOLD
38 OKE —% -$2M -28,513 -100.0% SOLD
39 XYL —% -$5M -34,513 -100.0% SOLD
40 ENPH —% -$356K -11,110 -100.0% SOLD
41 EXC —% -$3M -77,480 -100.0% SOLD
42 AEP —% -$3M -26,592 -100.0% SOLD
43 SBAC —% -$12M -63,760 -100.0% SOLD
44 SEDG —% -$689K -23,883 -100.0% SOLD
45 CEG —% -$23M -63,976 -100.0% SOLD
46 OMAB —% -$1M -9,365 -100.0% SOLD
47 ASR —% -$3M -9,701 -100.0% SOLD
48 XEL —% -$4M -49,822 -100.0% SOLD
49 RWEOY —% -$5M -97,719 -100.0% SOLD
50 ENLAY —% -$517K -49,779 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
NEE —%
AMT —%
D —%
DLR —%
WTRG —%
IBDRY —%
HASI —%
HAL —%
EIX —%
ATO —%
GFL —%
VST —%
SRE —%
WMB —%
WM —%
View SEC EDGAR Filings for Capital Innovations LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms