| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 CONSTELLATION ENERGY CORPCEG | 76.45% | 97.08% | $3.57B | 14.4M | $6.16B | 22.0M | -7.7M-34.81% | Reduce | |
| TTALEN ENERGY CORPTLN | 19.75% | — | $922.2M | 2.4M | $0 | 0 | +2.4M | New Buy | |
 PG&E CORPPCG | 2.57% | 1.97% | $119.8M | 7.1M | $125.2M | 7.1M | 00.00% | Unchanged | |
| SSHENANDOAH TELECOMMUNICATIONSHEN | 1.12% | 0.84% | $52.1M | 3.5M | $53.3M | 3.5M | 00.00% | Unchanged | |
| CCLEAN ENERGY FUELS CORP COMCLNE | 0.11% | 0.1% | $5.3M | 2.6M | $6.4M | 2.6M | 00.00% | Unchanged |
