account_balance
Investment manager · 13F filer · SEC CIK 1596076
Capital Innovations LLC
Reported value$385Mas of Jun 30, 2026
Positions51 51 new, 53 sold out
Top 10 weight47.7%WMB alone is 8%
FiledAug 1142 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
WMBWilliams Companies, Inc.
7.9%New
SLBSLB Limited
6.4%New
NEENextEra Energy Inc
5.5%New
VSTVistra Corp.
5.1%New
CPCanadian Pacific Kansas City Ltd
4.2%New
CEGConstellation Energy Corp
4.1%New
DLRDigital Realty Trust, Inc.
4.0%New
EQTEQT Corp
3.6%New
LNGCheniere Energy, Inc.
3.4%New
NRGNRG Energy, Inc.
3.4%New
UNPUnion Pacific Corp
3.3%New
TRPTC Energy Corp
3.1%New
WMBWilliams Companies, Inc.
7.9%New
SLBSLB Limited
6.4%New
NEENextEra Energy Inc
5.5%New
VSTVistra Corp.
5.1%New
CPCanadian Pacific Kansas City Ltd
4.2%New
CEGConstellation Energy Corp
4.1%
DLRDigital Realty Trust, Inc.
4.0%
EQTEQT Corp
3.6%
LNGCheniere Energy, Inc.
3.4%
NRG3.4%UNP3.3%TRP3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WMB Williams Companies, Inc. 7.9% NewSLB SLB Limited 6.4% NewNEE NextEra Energy Inc 5.5% NewVST Vistra Corp. 5.1% NewCP Canadian Pacific Kansas City Ltd 4.2% NewCEG Constellation Energy Corp 4.1% NewDLR Digital Realty Trust, Inc. 4.0% NewEQT EQT Corp 3.6% NewLNG Cheniere Energy, Inc. 3.4% NewNRG NRG Energy, Inc. 3.4% NewUNP Union Pacific Corp 3.3% NewTRP TC Energy Corp 3.1% New
What changed
Biggest moves since Mar 31, 2026
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