Aventail Capital Group, LP — 13F holdings

Aventail Capital Group, LP reported 155 holdings worth $1.74B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. NFG NATIONAL FUEL GAS CO — $55.7M (3.2%)
2. AEE AMEREN CORP — $44.1M (2.5%)
3. LNT Alliant Energy Corp — $40.0M (2.3%)
4. ETR ENTERGY CORP NEW — $38.7M (2.2%)
5. NXT Nextpower Inc — $37.1M (2.1%)
6. BKV BKV CORP — $36.8M (2.1%)
7. NRG NRG Energy Inc — $35.2M (2.0%)
8. ATO ATMOS ENERGY CORP — $35.0M (2.0%)
9. STRL STERLING INFRASTRUCTURE INC — $34.9M (2.0%)
10. URI UNITED RENTALS INC — $33.8M (1.9%)