Institutions / Capital Innovations LLC

Capital Innovations LLC

CIK 1596076 · Institution · as of Dec 31, 2025
Portfolio value
$351.19M
Positions
51
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 51 →
CompanyClassValueShares% of portfolio
Constellation Energy Corp$22.60M63,9766.4%
Slb LIMITED/NV$20.40M531,5465.8%
Vistra Corp.$20.15M124,9015.7%
Nextera Energy Inc$19.30M240,3915.5%
Williams Cos Inc/The$19.07M317,2985.4%
NRG Energy Inc$14.45M90,7444.1%
EQT Corp$13.91M259,5944.0%
Digital Realty Trust Inc$13.15M84,9793.7%
SBA Communications Corp$12.33M63,7603.5%
Union Pacific Corp$10.94M47,2833.1%
Cheniere Energy, Inc.$10.80M55,5333.1%
Canadian Pacific Kansas City$10.46M142,1283.0%
American Tower Corp$10.35M58,9252.9%
Sempra$10.29M116,5332.9%
Southern Co$10.10M115,8712.9%
TC Energy$9.76M177,3912.8%
Halliburton Co$8.99M318,0022.6%
Enbridge$8.84M184,7662.5%
Waste Management Inc$6.90M31,3892.0%
Badger Meter Inc$6.87M39,3752.0%
National Grid$6.53M84,3701.9%
DT Midstream, Inc.$6.49M54,2391.8%
HA Sustainable Infrastructure Capital, Inc.$5.91M187,9591.7%
Rwe$5.21M97,7191.5%
Entergy Corp /De$5.18M56,0731.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.