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Portfolio (Quarterly) Guide ↗

Capital Innovations LLC

· CIK 0001596076
13F Portfolio $399M AUM 53 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 53 New 51 Exited
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 Public Service Enterprise Group Ord Shs 27,549.0 $2.2M 0.56% NEW $80.95
42 FirstEnergy Ord Shs 41,927.0 $2.1M 0.53% NEW $50.66
43 CMS Energy Ord Shs 23,622.0 $1.8M 0.46% NEW $77.60
44 Essential Utilities Ord Shs 36,596.0 $1.5M 0.37% NEW $40.28
45 TransAlta Ord Shs 99,595.0 $1.3M 0.33% NEW $13.10
46 Solaredge Technologies Ord Shs 23,883.0 $1.2M 0.30% NEW $51.04
47 DTE Energy Ord Shs 7,858.0 $1.1M 0.29% NEW $146.22
48 Grupo Aeroportuario del Centro Norte ADS representing 8 Ord Shs Series B 9,365.0 $1.1M 0.27% NEW $114.68
49 Atmos Energy Ord Shs 3,975.0 $734K 0.18% NEW $184.65
50 NiSource Ord Shs 11,825.0 $552K 0.14% NEW $46.68
51 Enel Societa Per Azioni Unsponsored Italy ADR 49,779.0 $542K 0.14% NEW $10.89
52 Enphase Energy Ord Shs 11,110.0 $420K 0.10% NEW $37.80
53 T Mobile US Ord Shs 194.0 $41K 0.01% NEW $211.34
Page 3 of 3  ·  53 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.