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CIK: 0001499094
Total reported value
$4.6B
$4.6B
25 檔
33.2%
As reported in its official Q1 2025 Form 13F filing, ClearBridge Investments Ltd's tracked investment portfolio stood at $4.6B with 25 total positions.
In Q1 2025, ClearBridge Investments Ltd displayed an active expansion posture, initiating 25 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ETR | Entergy CORP | Stock-Utilities | 10.26% | — | -14.79% | |
| 2 | NEE | Nextera Energy Inc | Stock-Utilities | 8.22% | — | +0.29% | |
| 3 | TRP | Tc Energy CORP | Stock-Energy | 7.50% | — | +8.68% | |
| 4 | WEC | Wec Energy Group Inc | Stock-Utilities | 6.65% | — | +20.49% | |
| 5 | OGE | Oge Energy CORP | Stock-Utilities | 6.64% | — | +11.66% | |
| 6 | UNP | Union Pacific CORP | Stock-Industrials | 6.26% | — | +3.31% | |
| 7 | OKE | Oneok Inc | Stock-Energy | 5.71% | — | +25.68% | |
| 8 | PBA | Pembina Pipeline CORP | Stock-Energy | 5.63% | — | +3.46% | |
| 9 | CCI | Crown Castle Inc | Stock-Real Estate | 4.53% | — | +4.47% | |
| 10 | ENB | Enbridge Inc | Stock-Energy | 4.07% | — | +4.62% | |
| 11 | CEG | Constellation Energy | Stock-Utilities | 4.05% | — | -5.87% | |
| 12 | PEG | Public Service Enterprise Gp | Stock-Utilities | 3.71% | — | — | |
| 13 | WMB | Williams Cos Inc | Stock-Energy | 3.70% | — | +55.73% | |
| 14 | D | Dominion Energy Inc | Stock-Utilities | 3.62% | — | -42.45% | |
| 15 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 3.07% | — | +46.19% | |
| 16 | ✓ | Ferrovial Se | Stock-Other | 2.94% | — | +0.84% | |
| 17 | SOBO | South Bow CORP | Stock-Other | 2.79% | — | +4.63% | |
| 18 | DTE | Dte Energy Company | Stock-Utilities | 2.47% | — | +15.03% | |
| 19 | LNG | Cheniere Energy Inc | Stock-Energy | 2.13% | — | +0.91% | |
| 20 | CSX | Csx CORP | Stock-Industrials | 2.12% | — | -26.57% | |
| 21 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.06% | — | +1.18% | |
| 22 | CNP | Centerpoint Energy Inc | Stock-Utilities | 1.85% | — | +0.89% | |
| 23 | EXC | Exelon CORP | Stock-Utilities | 0.01% | — | +43.14% | |
| 24 | AWK | American Water Works Co Inc | Stock-Utilities | 0.01% | — | -7.56% | |
| 25 | IHS | IHS Holding Limited | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ETR | Entergy CORP | — | NEW | New buy |
| 2 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 3 | TRP | Tc Energy CORP | — | NEW | New buy |
| 4 | WEC | Wec Energy Group Inc | — | NEW | New buy |
| 5 | OGE | Oge Energy CORP | — | NEW | New buy |
| 6 | UNP | Union Pacific CORP | — | NEW | New buy |
| 7 | OKE | Oneok Inc | — | NEW | New buy |
| 8 | PBA | Pembina Pipeline CORP | — | NEW | New buy |
| 9 | CCI | Crown Castle Inc | — | NEW | New buy |
| 10 | ENB | Enbridge Inc | — | NEW | New buy |
| 11 | CEG | Constellation Energy | — | NEW | New buy |
| 12 | PEG | Public Service Enterprise Gp | — | NEW | New buy |
| 13 | WMB | Williams Cos Inc | — | NEW | New buy |
| 14 | D | Dominion Energy Inc | — | NEW | New buy |
| 15 | BEPC | Brookfield Renewable CORP | — | NEW | New buy |
| 16 | ✓ | Ferrovial Se | — | NEW | New buy |
| 17 | SOBO | South Bow CORP | — | NEW | New buy |
| 18 | DTE | Dte Energy Company | — | NEW | New buy |
| 19 | LNG | Cheniere Energy Inc | — | NEW | New buy |
| 20 | CSX | Csx CORP | — | NEW | New buy |
| 21 | CNI | Canadian Natl Railway Co | — | NEW | New buy |
| 22 | CNP | Centerpoint Energy Inc | — | NEW | New buy |
| 23 | EXC | Exelon CORP | — | NEW | New buy |
| 24 | AWK | American Water Works Co Inc | — | NEW | New buy |
| 25 | IHS | IHS Holding Limited | — | NEW | New buy |
According to official SEC Form 13F filings, ClearBridge Investments Ltd reported a total U.S. public equity portfolio value of $4.6B across 25 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ETR, NEE, TRP) accounted for 33.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
ETR
市值: $395.3M
During Q1 2025, ClearBridge Investments Ltd's top holdings by market value included ETR (10.3%)、NEE (8.2%)、TRP (7.5%). The largest single position, ETR, represented 10.3% of total portfolio value.
In Q1 2025, ClearBridge Investments Ltd made 25 total portfolio adjustments, initiating 25 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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