
CAPITAL INNOVATIONS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | SLB | 532K | $20.40B |
![]() | UGP | 405K | $1.53B |
![]() | HAL | 318K | $8.99B |
![]() | WMB | 317K | $19.07B |
![]() | EQT | 260K | $13.91B |
![]() | NEE | 240K | $19.30B |
![]() | HASI | 188K | $5.91B |
![]() | ENB | 185K | $8.84B |
![]() | TRP | 177K | $9.76B |
![]() | CP | 142K | $10.46B |
![]() | VST | 125K | $20.15B |
![]() | SRE | 117K | $10.29B |
![]() | SO | 116K | $10.10B |
![]() | GFL | 107K | $4.59B |
![]() | TAC | 100K | $1.26B |
![]() | NRG | 91K | $14.45B |
![]() | EIX | 85K | $5.13B |
![]() | DLR | 85K | $13.15B |
![]() | NGG | 84K | $6.53B |
![]() | EXC | 77K | $3.38B |

SLB N.V.
SLB
Shares Held
532K
Value
$20.40B

Ultrapar Participações S.A.
UGP
Shares Held
405K
Value
$1.53B

Halliburton Company
HAL
Shares Held
318K
Value
$8.99B

The Williams Companies, Inc.
WMB
Shares Held
317K
Value
$19.07B

EQT Corporation
EQT
Shares Held
260K
Value
$13.91B

NextEra Energy, Inc.
NEE
Shares Held
240K
Value
$19.30B

HA Sustainable Infrastructure Capital, Inc.
HASI
Shares Held
188K
Value
$5.91B

Enbridge Inc.
ENB
Shares Held
185K
Value
$8.84B

TC Energy Corporation
TRP
Shares Held
177K
Value
$9.76B

Canadian Pacific Kansas City Ltd.
CP
Shares Held
142K
Value
$10.46B

Vistra Corp.
VST
Shares Held
125K
Value
$20.15B

Sempra
SRE
Shares Held
117K
Value
$10.29B

The Southern Company
SO
Shares Held
116K
Value
$10.10B

GFL Environmental Inc.
GFL
Shares Held
107K
Value
$4.59B

TransAlta Corporation
TAC
Shares Held
100K
Value
$1.26B

NRG Energy, Inc.
NRG
Shares Held
91K
Value
$14.45B

Edison International
EIX
Shares Held
85K
Value
$5.13B

Digital Realty Trust, Inc.
DLR
Shares Held
85K
Value
$13.15B

National Grid plc
NGG
Shares Held
84K
Value
$6.53B

Exelon Corporation
EXC
Shares Held
77K
Value
$3.38B
