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Capital Innovations LLC

53 holdingsFiling period: 2026-03-31Current AUM: $399.2Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1Williams Ord Shs410.3K$29.9M$29.9M7.48%--2026-03-31
2SLB Ord Shs531.5K$27.3M$27.3M6.84%--2026-03-31
3NextEra Energy Ord Shs240.4K$22.3M$22.3M5.59%--2026-03-31
4Vistra Ord Shs124.9K$18.8M$18.8M4.70%--2026-03-31
5Constellation Energy Ord Shs64.0K$17.9M$17.9M4.48%--2026-03-31
6EQT Ord Shs259.6K$16.5M$16.5M4.14%--2026-03-31
7Cheniere Energy Ord Shs55.5K$15.8M$15.8M3.95%--2026-03-31
8Digital Realty Trust REIT Ord Shs85.0K$15.3M$15.3M3.84%--2026-03-31
9Canadian Pacific Kansas City Ord Shs185.4K$14.6M$14.6M3.65%--2026-03-31
10NRG Energy Ord Shs90.7K$13.3M$13.3M3.32%--2026-03-31
11Halliburton Ord Shs318.0K$12.4M$12.4M3.11%--2026-03-31
12Union Pacific Ord Shs47.3K$11.5M$11.5M2.87%--2026-03-31
13Sempra Ord Shs116.5K$11.3M$11.3M2.84%--2026-03-31
14Southern Ord Shs115.9K$11.2M$11.2M2.80%--2026-03-31
15TC Energy Ord Shs177.4K$11.1M$11.1M2.78%--2026-03-31
16SBA Communications REIT Ord Shs Class A63.8K$11.0M$11.0M2.75%--2026-03-31
17American Tower REIT58.9K$10.2M$10.2M2.55%--2026-03-31
18Enbridge Ord Shs184.8K$10.0M$10.0M2.51%--2026-03-31
19DT Midstream Ord Shs54.2K$7.3M$7.3M1.83%--2026-03-31
20Waste Management Ord Shs31.4K$7.2M$7.2M1.81%--2026-03-31
21National Grid ADR repsg 5 Ord Shs84.4K$7.1M$7.1M1.79%--2026-03-31
22HA Sustainable Infrastructure Capital Ord Shs188.0K$6.9M$6.9M1.73%--2026-03-31
23RWE ADR Representing 1 Ord Shs97.7K$6.6M$6.6M1.65%--2026-03-31
24Entergy Ord Shs56.1K$6.3M$6.3M1.58%--2026-03-31
25Edison International Ord Shs85.5K$6.3M$6.3M1.57%--2026-03-31
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