Capital Innovations LLC

Q2 2026 13F-HR Holdings

Location
Waukesha, WI
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$385,196
Net value change ($000)
-13,968 (-3.5%)
New positions
51
Sold out positions
53
Turnover %
203.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
WMB 30,503 NEW
SLB 24,712 NEW
NEE 21,099 NEW
VST 19,813 NEW
CP 16,062 NEW
CEG 15,890 NEW
DLR 15,261 NEW
EQT 13,803 NEW
LNG 13,273 NEW
NRG 13,254 NEW
Top Reduces (Value $000, Stocks/ETFs)
WILLIAMS COS INC DEL -29,863 -100.0%
SCHLUMBERGER LTD -27,316 -100.0%
NEXTERA ENERGY INC -22,328 -100.0%
Vistra Ord Shs -18,776 -100.0%
Constellation Energy Ord Shs -17,865 -100.0%
EQT CORPORATION -16,521 -100.0%
CHENIERE ENERGY INC -15,758 -100.0%
DIGITAL RLTY TR INC -15,314 -100.0%
Canadian Pacific Kansas City Ord Shs -14,581 -100.0%
NRG ENERGY INC -13,261 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type