Covalis Capital LLP — 13F holdings

Covalis Capital LLP reported 101 holdings worth $1.77B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. PCG PG&E CORP — $148M (8.3%)
  2. BKH BLACK HILLS CORP — $110M (6.2%)
  3. AR ANTERO RESOURCES CORP — $92.6M (5.2%)
  4. AEE AMEREN CORP — $71.2M (4.0%)
  5. AM Antero Midstream Corp — $69.0M (3.9%)
  6. PPL PPL CORP — $65.0M (3.7%)
  7. EQT EQT CORP — $50.9M (2.9%)
  8. AEP AMERICAN ELEC PWR CO INC — $48.0M (2.7%)
  9. LNG CHENIERE ENERGY INC — $45.1M (2.5%)
  10. CRWV COREWEAVE INC — $40.8M (2.3%)