ClearBridge Investments Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), ClearBridge Investments Ltd reported 25 stock positions worth $4.6 billion. Its top holding was Emera (EMA) at 9.3% of the portfolio, followed by Entergy (ETR, 8.5%) and Nextera Energy (NEE, 7.9%). Compared with Q1 2025, it opened 2 new positions, sold out of 2, added to 17 and reduced 6. The biggest buy was a new position in Emera (EMA) and the biggest sale an exit from Dominion Energy (D).
- Most Recent 13F
- Q2 2025
- Location
- Sydney, C3
- CIK
- 0001499094
- Portfolio Value
- $4.6B (Q2 2025)
- SEC Filing
- 0001499094-25-000004 ↗ filed Aug 12, 2025
Holdings Value
Holdings 25 stocks · $4.6B
| EMA Emera Inc. | 9.29% | 6,872,575 | $423.9M | New |
| ETR Entergy Corp. | 8.49% | 4,660,531 | $387.4M | Add +0.8% |
| NEE Nextera Energy Inc. | 7.94% | 5,218,965 | $362.3M | Add +16.9% |
| TRP TC Energy Corp. | 6.96% | 6,506,102 | $317.4M | Add +6.3% |
| CEG Constellation Energy | 5.71% | 806,516 | $260.3M | Add +4.3% |
| OGE Oge Energy Corp. | 5.48% | 5,635,273 | $250.1M | Add +1.3% |
| WEC WEC Energy Group Inc. | 5.40% | 2,364,236 | $246.4M | Add +0.5% |
| PBA Pembina Pipeline Corp. | 4.48% | 5,448,687 | $204.4M | Add +0.5% |
| UNP Union Pacific Corp. | 4.25% | 843,041 | $194.0M | Reduce -17.4% |
| CNI Canadian Natl Railway Co. | 4.04% | 1,769,970 | $184.1M | Add +117.5% |
| OKE Oneok Inc. | 4.00% | 2,236,877 | $182.6M | Add +0.9% |
| CCI Crown Castle Inc. | 3.87% | 1,716,795 | $176.4M | Add +2.6% |
| PEG Public Service Enterprise GP | 3.82% | 2,069,913 | $174.2M | Add +19.4% |
| FER Ferrovial NV | 3.72% | 3,164,782 | $169.5M | Add +25.5% |
| ENB Enbridge Inc. | 3.59% | 3,615,519 | $163.9M | Add +2.3% |
| SOBO South Bow Corp. | 3.44% | 6,048,760 | $156.7M | Add +42.0% |
| WMB Williams Cos Inc. | 3.33% | 2,418,494 | $151.9M | Add +1.5% |
| BEPC Brookfield Renewable Corp. | 3.10% | 4,310,060 | $141.3M | Add +1.9% |
| DTE DTE Energy Company | 1.96% | 676,040 | $89.5M | Reduce -1.8% |
| CSX CSX Corp. | 1.95% | 2,725,112 | $88.9M | Reduce -2.0% |
| LNG Cheniere Energy Inc. | 1.86% | 347,562 | $84.6M | Reduce -1.9% |
| CWEN Clearway Energy Inc. Class C | 1.75% | 2,500,083 | $80.0M | New |
| CNP Centerpoint Energy Inc. | 1.55% | 1,930,459 | $70.9M | Reduce -1.8% |
| EXC Exelon Corp. | 0.01% | 11,277 | $490K | Add +11.1% |
| AWK American Water Works Co. Inc. | 0.01% | 2,654 | $369K | Reduce -9.9% |
Portfolio Sells Q1 2025 → Q2 2025
| D Dominion Energy Inc. | Sold out | 0.00% | −3.62 |
| UNP Union Pacific Corp. | Reduce -17.4% | 4.25% | −2.01 |
| DTE DTE Energy Company | Reduce -1.8% | 1.96% | −0.51 |
| CNP Centerpoint Energy Inc. | Reduce -1.8% | 1.55% | −0.29 |
| LNG Cheniere Energy Inc. | Reduce -1.9% | 1.86% | −0.27 |
| CSX CSX Corp. | Reduce -2.0% | 1.95% | −0.17 |
| AWK American Water Works Co. Inc. | Reduce -9.9% | 0.01% | −0.00 |
| IHS Ihs Holding Ltd. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| EMA Emera Inc. | New | 9.29% | +9.29 |
| CNI Canadian Natl Railway Co. | Add +117.5% | 4.04% | +1.98 |
| CWEN Clearway Energy Inc. Class C | New | 1.75% | +1.75 |
| CEG Constellation Energy | Add +4.3% | 5.71% | +1.66 |
| FER Ferrovial NV | Add +25.5% | 3.72% | +0.78 |
| SOBO South Bow Corp. | Add +42.0% | 3.44% | +0.65 |
| PEG Public Service Enterprise GP | Add +19.4% | 3.82% | +0.11 |
| BEPC Brookfield Renewable Corp. | Add +1.9% | 3.10% | +0.03 |
| EXC Exelon Corp. | Add +11.1% | 0.01% | −0.00 |
| NEE Nextera Energy Inc. | Add +16.9% | 7.94% | −0.28 |
| WMB Williams Cos Inc. | Add +1.5% | 3.33% | −0.37 |
| ENB Enbridge Inc. | Add +2.3% | 3.59% | −0.48 |
| TRP TC Energy Corp. | Add +6.3% | 6.96% | −0.55 |
| CCI Crown Castle Inc. | Add +2.6% | 3.87% | −0.66 |
| PBA Pembina Pipeline Corp. | Add +0.5% | 4.48% | −1.15 |
| OGE Oge Energy Corp. | Add +1.3% | 5.48% | −1.16 |
| WEC WEC Energy Group Inc. | Add +0.5% | 5.40% | −1.25 |
| OKE Oneok Inc. | Add +0.9% | 4.00% | −1.71 |
| ETR Entergy Corp. | Add +0.8% | 8.49% | −1.77 |