StockDriftsStockDriftsTop 25 Clearbridge Investments Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EMA | Emera Inc | 9.29% | 6.87M | $423.9M | new | — | 2025-06-30 | |
| ETR | Entergy Corp | 8.49% | 4.66M | $387.4M | +0.80%(+36.80K) | — | 2025-06-30 | |
| NEE | NextEra Energy Inc | 7.94% | 5.22M | $362.3M | +16.88%(+753.77K) | — | 2025-06-30 | |
| TRP | TC Energy Corp | 6.96% | 6.51M | $317.4M | +6.26%(+383.55K) | — | 2025-06-30 | |
| CEG | Constellation Energy Corp | 5.71% | 806.5K | $260.3M | +4.31%(+33.30K) | — | 2025-06-30 | |
| OGE | OGE Energy Corp | 5.48% | 5.64M | $250.1M | +1.25%(+69.46K) | — | 2025-06-30 | |
| WEC | WEC Energy Group Inc | 5.4% | 2.36M | $246.4M | +0.53%(+12.58K) | — | 2025-06-30 | |
| PBA | Pembina Pipeline Corp | 4.48% | 5.45M | $204.4M | +0.54%(+29.13K) | — | 2025-06-30 | |
| UNP | Union Pacific Corp | 4.25% | 843.0K | $194.0M | -17.44%(-178.15K) | — | 2025-06-30 | |
| CNI | Canadian National Railway Co | 4.04% | 1.77M | $184.1M | +117.52%(+956.28K) | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +34.35% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.21% |
Clearbridge Investments Ltd reports $4.56B in US-listed equity holdings across 25 positions in its most recent 13F filing. Its largest disclosed positions are EMA (9.3%), ETR (8.5%) and NEE (7.9%). The top 20 holdings account for 94.82% of reported assets. Its disclosed equity book has returned +34.35% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clearbridge Investments Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1499094). View Clearbridge Investments Ltd’s 13F filings on SEC