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Holdings (Monthly) Guide ↗

NYLI CBRE Global Infrastructure Megatrends Term Fund

Monthly Holdings $1.1B AUM 8 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 39 New 10 Added 8 Reduced 2 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Xcel Energy, Inc. 98389B100 Feb 2026 617,917 -15,083 $49.1M -6.9% 5.61% EC
2 Constellation Energy Corp. 21037T109 Feb 2026 107,800 -7,800 $31.0M -18.7% 3.54% EC
3 Canadian Pacific Kansas City Ltd. 13646K108 Feb 2026 244,500 -58,800 $21.8M -17.8% 2.49% EC
4 OGE Energy Corp. 670837103 Feb 2026 295,400 -257,400 $14.0M -48.6% 1.59% EC
5 WEC Energy Group, Inc. 92939U106 Feb 2026 103,900 -7,100 $11.5M -11.1% 1.32% EC
6 Essential Utilities, Inc. 29670G102 Feb 2026 229,000 -45,000 $8.4M -22.9% 0.97% EC
7 AES Corp. (The) 00130H105 Feb 2026 410,436 -1,950,000 $6.0M -85.2% 0.69% EC
8 Cheniere Energy, Inc. 16411R208 Feb 2026 20,698 -130,407 $4.7M -86.9% 0.53% EC