Capital Innovations LLC — 13F holdings

Capital Innovations LLC reported 51 holdings worth $385M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. WMB WILLIAMS COS INC — $30.5M (7.9%)
2. SLB SCHLUMBERGER LTD — $24.7M (6.4%)
3. NEE NEXTERA ENERGY INC — $21.1M (5.5%)
4. VST VISTRA CORP — $19.8M (5.1%)
5. CP CANADIAN PACIFIC KANSAS CITY — $16.1M (4.2%)
6. CEG CONSTELLATION ENERGY CORP — $15.9M (4.1%)
7. DLR DIGITAL RLTY TR INC — $15.3M (4.0%)
8. EQT EQT CORP — $13.8M (3.6%)
9. LNG CHENIERE ENERGY INC — $13.3M (3.4%)
10. NRG NRG ENERGY INC — $13.3M (3.4%)