ClearBridge Investments Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), ClearBridge Investments Ltd reported 27 stock positions worth $3.8 billion. Its top holding was Entergy (ETR) at 10.8% of the portfolio, followed by Nextera Energy (NEE, 8.4%) and TC Energy (TRP, 6.9%). Compared with Q3 2024, it opened 1 new position, sold out of 1, added to 13 and reduced 13. The biggest buy was a new position in Oneok (OKE) and the biggest sale American Tower (AMT, shares −73%).
- Most Recent 13F
- Q2 2025
- Location
- Sydney, C3
- CIK
- 0001499094
- Portfolio Value
- $3.8B (Q4 2024)
- SEC Filing
- 0000038777-25-000046 ↗ filed Feb 12, 2025
Holdings Value
Holdings 27 stocks · $3.8B
| ETR Entergy Corp. | 10.79% | 5,426,267 | $411.4M | Reduce -5.3% |
| NEE Nextera Energy Inc. | 8.37% | 4,452,303 | $319.2M | Add +19.1% |
| TRP TC Energy Corp. | 6.87% | 5,633,428 | $262.1M | Add +9.8% |
| D Dominion Energy Inc. | 6.10% | 4,316,023 | $232.5M | Reduce -3.3% |
| UNP Union Pacific Corp. | 5.91% | 988,458 | $225.4M | Add +2.8% |
| OGE Oge Energy Corp. | 5.39% | 4,984,508 | $205.6M | Reduce -2.3% |
| PBA Pembina Pipeline Corp. | 5.08% | 5,238,312 | $193.6M | Reduce -15.7% |
| CEG Constellation Energy | 4.82% | 821,413 | $183.8M | Add +3.7% |
| WEC WEC Energy Group Inc. | 4.81% | 1,951,762 | $183.5M | Add +4.6% |
| OKE Oneok Inc. | 4.64% | 1,763,401 | $177.0M | New |
| PCG P G & E Corp. | 3.96% | 7,481,722 | $151.0M | Add +10.0% |
| ENB Enbridge Inc. | 3.83% | 3,379,459 | $146.1M | Reduce -1.1% |
| CCI Crown Castle Inc. | 3.81% | 1,601,564 | $145.4M | Reduce -23.6% |
| CSX CSX Corp. | 3.20% | 3,785,577 | $122.2M | Add +10.6% |
| FER Ferrovial NV | 2.76% | 2,500,684 | $105.1M | Add +69.3% |
| SOBO South Bow Corp. | 2.52% | 4,072,402 | $96.0M | Add +296.9% |
| ES Eversource Energy | 2.21% | 1,469,123 | $84.4M | Reduce -16.2% |
| WMB Williams Cos Inc. | 2.17% | 1,530,690 | $82.8M | Reduce -18.5% |
| CNI Canadian Natl Railway Co. | 2.14% | 804,212 | $81.6M | Add +73.2% |
| BEPC Brookfield Renewable Corp. | 2.10% | 2,894,836 | $80.1M | Add +31.1% |
| LNG Cheniere Energy Inc. | 1.98% | 351,020 | $75.4M | Add +10.0% |
| DTE DTE Energy Company | 1.89% | 598,401 | $72.3M | Add +10.1% |
| CNP Centerpoint Energy Inc. | 1.62% | 1,947,408 | $61.8M | Reduce -11.0% |
| AMT American Tower Corp. | 1.60% | 332,792 | $61.0M | Reduce -72.7% |
| XIFR XPLR Infrastructure LP filed as NEXTERA ENERGY PARTNERS LP | 1.41% | 3,025,006 | $53.8M | Reduce -1.4% |
| AWK American Water Works Co. Inc. | 0.01% | 3,186 | $397K | Reduce -10.3% |
| EXC Exelon Corp. | 0.01% | 7,089 | $267K | Reduce -10.3% |
Portfolio Sells Q3 2024 → Q4 2024
| AMT American Tower Corp. | Reduce -72.7% | 1.60% | −5.49 |
| CCI Crown Castle Inc. | Reduce -23.6% | 3.81% | −2.41 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −2.41 |
| PBA Pembina Pipeline Corp. | Reduce -15.7% | 5.08% | −1.34 |
| ES Eversource Energy | Reduce -16.2% | 2.21% | −0.77 |
| XIFR XPLR Infrastructure LP | Reduce -1.4% | 1.41% | −0.71 |
| D Dominion Energy Inc. | Reduce -3.3% | 6.10% | −0.37 |
| AWK American Water Works Co. Inc. | Reduce -10.3% | 0.01% | −0.00 |
| EXC Exelon Corp. | Reduce -10.3% | 0.01% | −0.00 |
| CNP Centerpoint Energy Inc. | Reduce -11.0% | 1.62% | +0.01 |
| WMB Williams Cos Inc. | Reduce -18.5% | 2.17% | +0.03 |
| OGE Oge Energy Corp. | Reduce -2.3% | 5.39% | +0.15 |
| ENB Enbridge Inc. | Reduce -1.1% | 3.83% | +0.36 |
| ETR Entergy Corp. | Reduce -5.3% | 10.79% | +1.34 |
Portfolio Buys Q3 2024 → Q4 2024
| OKE Oneok Inc. | New | 4.64% | +4.64 |
| SOBO South Bow Corp. | Add +296.9% | 2.52% | +1.91 |
| FER Ferrovial NV | Add +69.3% | 2.76% | +1.18 |
| TRP TC Energy Corp. | Add +9.8% | 6.87% | +0.76 |
| PCG P G & E Corp. | Add +10.0% | 3.96% | +0.59 |
| LNG Cheniere Energy Inc. | Add +10.0% | 1.98% | +0.54 |
| NEE Nextera Energy Inc. | Add +19.1% | 8.37% | +0.46 |
| WEC WEC Energy Group Inc. | Add +4.6% | 4.81% | +0.32 |
| CNI Canadian Natl Railway Co. | Add +73.2% | 2.14% | +0.30 |
| BEPC Brookfield Renewable Corp. | Add +31.1% | 2.10% | +0.29 |
| CSX CSX Corp. | Add +10.6% | 3.20% | +0.24 |
| DTE DTE Energy Company | Add +10.1% | 1.89% | +0.15 |
| UNP Union Pacific Corp. | Add +2.8% | 5.91% | −0.03 |
| CEG Constellation Energy | Add +3.7% | 4.82% | −0.34 |