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Capital Innovations LLC

Q4 2025 13F Holdings

  • Location
    waukesha, WI
  • Num holdings

    51

  • Value ($000)

    $351,192

  • Date Filed
    02/10/2026
  • Form type
    13F-HR
  • CIK
    0001596076
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CEG

Constellation Energy

COM
21037T109
$22.6M
6 %

63,976

S
SLB

SLB

COM
806857108
$20.4M
6 %

531,546

V
VST

Vistra

COM
92840M102
$20.15M
6 %

124,901

N
NEE

NextEra Energy

COM
65339F101
$19.3M
6 %

240,391

W
WMB

Williams

COM
969457100
$19.07M
5 %

317,298

N
NRA

NRG Energy

COM
629377508
$14.45M
4 %

90,744

E
EQT

EQT

COM
26884L109
$13.91M
4 %

259,594

F
FQI

Digital Realty Trust

COM
253868103
$13.15M
4 %

84,979

---

SBA Communications Class A

CL A
78410G104
$12.33M
4 %

63,760

U
UNP

Union Pacific

COM
907818108
$10.94M
3 %

47,283

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