Maple-Brown Abbott Ltd
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Maple-Brown Abbott Ltd reported 15 stock positions worth $1.5 billion. Its top holding was Ferrovial (FER) at 10.4% of the portfolio, followed by Exelon (EXC, 9.9%) and Ameren (AEE, 9.3%). Compared with Q4 2024, it opened 4 new positions, sold out of 5, added to 10 and reduced 1. The biggest buy was a new position in Ferrovial (FER) and the biggest sale Nisource (NI, shares −19%).
- Most Recent 13F
- Q1 2025
- Location
- BARANGAROO, C3
- CIK
- 0001681596
- Portfolio Value
- $1.5B (Q1 2025)
- SEC Filing
- 0001681596-25-000005 ↗ filed May 13, 2025
Holdings Value
Holdings 15 stocks · $1.5B
| FER Ferrovial NV | 10.38% | 3,421,819 | $152.2M | New |
| EXC Exelon Corp. | 9.91% | 3,154,588 | $145.4M | Add +36.7% |
| AEE Ameren Corporation | 9.34% | 1,363,770 | $136.9M | Add +7.4% |
| CCI Crown Castle Inc. | 8.93% | 1,256,622 | $131.0M | Add +32.9% |
| ETR Entergy Corp. | 7.20% | 1,234,206 | $105.5M | Add +9.9% |
| AEP American Electric Power | 6.52% | 874,707 | $95.6M | Add +29.3% |
| SRE Sempra | 6.43% | 1,320,706 | $94.3M | Add +85.7% |
| WTRG Essential Utilities Inc. | 6.43% | 2,384,087 | $94.3M | New |
| D Dominion Energy Inc. | 6.32% | 1,652,333 | $92.7M | Add +42.4% |
| DUK Duke Energy Corp. | 5.49% | 659,883 | $80.5M | Add +37.8% |
| ENB Enbridge Inc. | 5.32% | 1,761,951 | $78.0M | New |
| NI Nisource Inc. | 5.12% | 1,872,810 | $75.1M | Reduce -19.0% |
| AMT American Tower Corp. | 4.35% | 293,081 | $63.8M | Add +27.9% |
| EVRG Evergy Inc. | 4.33% | 920,064 | $63.4M | New |
| LNG Cheniere Energy Inc. | 3.95% | 250,592 | $58.0M | Add +26.4% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| FER Ferrovial NV | New | 10.38% | +10.38 |
| WTRG Essential Utilities Inc. | New | 6.43% | +6.43 |
| ENB Enbridge Inc. | New | 5.32% | +5.32 |
| EVRG Evergy Inc. | New | 4.33% | +4.33 |
| EXC Exelon Corp. | Add +36.7% | 9.91% | −0.69 |
| AMT American Tower Corp. | Add +27.9% | 4.35% | −0.78 |
| DUK Duke Energy Corp. | Add +37.8% | 5.49% | −0.80 |
| AEP American Electric Power | Add +29.3% | 6.52% | −1.09 |
| SRE Sempra | Add +85.7% | 6.43% | −1.18 |
| LNG Cheniere Energy Inc. | Add +26.4% | 3.95% | −1.24 |
| D Dominion Energy Inc. | Add +42.4% | 6.32% | −1.31 |
| CCI Crown Castle Inc. | Add +32.9% | 8.93% | −1.53 |
| ETR Entergy Corp. | Add +9.9% | 7.20% | −3.19 |
| AEE Ameren Corporation | Add +7.4% | 9.34% | −4.47 |