Capital Innovations LLC: 13F holdings
CIK 15960762026Q2
| Positions | 51 |
|---|---|
| Reported value | $385.2m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| WMB WILLIAMS COS INC | 410,323 | $30.5m | 7.9% |
| SLB SLB LIMITED | 531,546 | $24.7m | 6.4% |
| NEE NEXTERA ENERGY INC | 240,391 | $21.1m | 5.5% |
| VST VISTRA CORP | 124,901 | $19.8m | 5.1% |
| CP CANADIAN PACIFIC KANSAS CITY | 185,368 | $16.1m | 4.2% |
| CEG CONSTELLATION ENERGY CORP | 63,976 | $15.9m | 4.1% |
| DLR DIGITAL RLTY TR INC | 84,979 | $15.3m | 4.0% |
| EQT EQT CORP | 259,594 | $13.8m | 3.6% |
| LNG CHENIERE ENERGY INC | 55,533 | $13.3m | 3.4% |
| NRG NRG ENERGY INC | 90,744 | $13.3m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1596076")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.