CI

ClearBridge Investments Ltd

13F
ClearBridge Investments Ltd
Last update 2025-05-13 25 Stocks (2 new)
Value $3.85 Bil Turnover 11 %
Countries:
Top Holdings: ETR(10.26%)NEE(8.22%)TRP(7.50%)WEC(6.65%)OGE(6.64%)
Summary Stock Picks Current Portfolio
ClearBridge Investments Ltd Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ETR
Entergy Corp
4,623,727
395,282.4
-14.79%
10.260
-1.60%
1.070
+5.34%
+17.92%
39,331.0
Utilities - Regulated
NEE
NextEra Energy Inc
4,465,192
316,537.5
+0.29%
8.220
+0.02%
0.220
+9.13%
+3.24%
149,909.5
Utilities - Regulated
TRP
TC Energy Corp
6,122,554
289,045.8
+8.68%
7.500
+0.60%
0.590
-0.36%
+6.04%
49,744.8
Oil & Gas
WEC
WEC Energy Group Inc
2,351,655
256,283.4
+20.49%
6.650
+1.13%
0.740
+1.12%
+17.96%
34,795.1
Utilities - Regulated
OGE
OGE Energy Corp
5,565,814
255,804.8
+11.66%
6.640
+0.69%
2.760
+0.82%
+12.29%
9,055.8
Utilities - Regulated
UNP
Union Pacific Corp
1,021,187
241,245.2
+3.31%
6.260
+0.20%
0.170
+5.74%
+2.47%
138,016.9
Transportation
OKE
ONEOK Inc
2,216,285
219,899.8
+25.68%
5.710
+1.17%
0.350
-2.32%
-16.75%
51,013.7
Oil & Gas
PBA
Pembina Pipeline Corp
5,419,554
216,944.7
+3.46%
5.630
+0.19%
0.930
-0.49%
+3.86%
21,617.7
Oil & Gas
CCI
Crown Castle Inc
1,673,134
174,390.8
+4.47%
4.530
+0.19%
0.380
+8.44%
+24.24%
47,782.9
REITs
ENB
Enbridge Inc
3,535,653
156,664.8
+4.62%
4.070
+0.18%
0.160
+1.26%
+10.44%
98,632.8
Oil & Gas

ClearBridge Investments Ltd's Historical Top Holdings Breakdowns

ClearBridge Investments Ltd's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PCG
PG&E Corp
2025-03-31
Sold Out
Sold Out
-3.96%
●
15.16 ($16.59) 20.4
$13.73
-17.24%
Sold Out
0
-7,481,722
PEG
Public Service Enterprise Group Inc
2025-03-31
New Buy
New Buy
+3.71%
●
78.2 ($83.43) 90.39
$86.67
3.88%
New holding
1,734,276
1,734,276
D
Dominion Energy Inc
2025-03-31
Reduce
Reduce
-2.59%
●
52.85 ($55) 57.43
$58.29
5.98%
Reduce -42.45%
2,483,777
-1,832,246
ES
Eversource Energy
2025-03-31
Sold Out
Sold Out
-2.21%
●
55.63 ($59.66) 63.8
$66.37
11.25%
Sold Out
0
-1,469,123
ETR
Entergy Corp
2025-03-31
Reduce
Reduce
-1.60%
●
75.26 ($82.35) 87.89
$88.12
7.01%
Reduce -14.79%
4,623,727
-802,540
AMT
American Tower Corp
2025-03-31
Sold Out
Sold Out
-1.60%
●
173.46 ($196.17) 217.6
$230.18
17.34%
Sold Out
0
-332,792
XIFR
XPLR Infrastructure LP
2025-03-31
Sold Out
Sold Out
-1.41%
●
8.38 ($11.34) 18.87
$9.52
-16.05%
Sold Out
0
-3,025,006
WMB
Williams Companies Inc
2025-03-31
Add
Add
+1.32%
●
54.02 ($57.24) 61.09
$57.71
0.82%
Add 55.73%
2,383,712
853,022
OKE
ONEOK Inc
2025-03-31
Add
Add
+1.17%
●
89.57 ($99.27) 109.85
$81.67
-17.73%
Add 25.68%
2,216,285
452,884
WEC
WEC Energy Group Inc
2025-03-31
Add
Add
+1.13%
●
92.12 ($102.13) 108.98
$109.03
6.76%
Add 20.49%
2,351,655
399,893

ClearBridge Investments Ltd Total Holding History ($B)

To

ClearBridge Investments Ltd's Asset Allocation

To

ClearBridge Investments Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ClearBridge Investments Ltd's Hypothetical Growth since 2025-03-31

ClearBridge Investments Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

ClearBridge Investments Ltd's Holdings Heat Map

Size field:

ClearBridge Investments Ltd's Holdings Bubble Chart

ClearBridge Investments Ltd News

  • 1

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