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Covalis Capital LLP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Covalis Capital LLP

报告期 2026-03-31 · CIK 0001698819

持仓数

123

前50大市值合计

$1.41B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2 21Q1 20Q4

24Q1 调仓2023-12-31 → 2024-03-31 · 共 81 项建仓 27增持 16减持 9清仓 29

方向

标的

Δ市值

现股数(环比)

增持

NEE NEXTERA ENERGY INC

+$108.2M

1,908,784 +740%

增持

PCG PG&E CORP

+$86.4M

6,677,694 +371%

减持

SHEL SHELL PLC

-$81.5M

98,313 -93%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

OKE ONEOK INC NEW

+$65.3M

853,589 +1836%

建仓

NI NISOURCE INC

+$55.5M

2,004,920

减持

FSLR FIRST SOLAR INC

-$51.3M

83,177 -78%

增持

CVE CENOVUS ENERGY INC

+$40.2M

2,583,398 +274%

清仓

SHLS SHOALS TECHNOLOGIES GROUP IN

-$22.1M

0 -100%

建仓

— LIBERTY GLOBAL LTD

+$21.0M

1,240,166

建仓

BE BLOOM ENERGY CORP

+$20.2M

1,793,357

增持

XIFR NEXTERA ENERGY PARTNERS LP

+$16.9M

930,825 +156%

减持

BB BLACKBERRY LTD

-$16.3M

3,585,184 -51%

建仓

XEL XCEL ENERGY INC

+$16.3M

302,418

建仓

BP BP PLC

+$15.5M

411,331

清仓

— SEALED AIR CORP NEW

-$14.2M

0 -100%

清仓

MP MP MATERIALS CORP

-$13.5M

0 -100%

减持

ATS ATS CORPORATION

-$12.7M

73,100 -79%

增持

PPL PPL CORP

+$12.3M

997,138 +78%

建仓

SRE SEMPRA

+$12.2M

169,919

清仓

GT GOODYEAR TIRE & RUBR CO

-$12.2M

0 -100%

清仓

ALB ALBEMARLE CORP

-$12.2M

0 -100%

清仓

— LUCID GROUP INC

-$11.5M

0 -100%

清仓

— AXALTA COATING SYS LTD

-$10.9M

0 -100%

清仓

TXNM PNM RES INC

-$10.4M

0 -100%

减持

ALV AUTOLIV INC

-$7.4M

79,588 -48%

增持

GM GENERAL MTRS CO

+$7.0M

356,829 +40%

建仓

— SUNNOVA ENERGY INTL INC.

+$7.0M

1,140,782

清仓

ED CONSOLIDATED EDISON INC

-$7.0M

0 -100%

增持

PCAR PACCAR INC

+$6.2M

122,945 +33%

增持

FLNC FLUENCE ENERGY INC

-$6.0M

1,211,515 +7%

清仓

MMM 3M CO

-$5.8M

0 -100%

建仓

OI O-I GLASS INC

+$5.5M

334,020

建仓

JBL JABIL INC

+$5.5M

40,804

减持

OXY OCCIDENTAL PETE CORP

-$5.4M

114,661 -47%

建仓

PEG PUBLIC SVC ENTERPRISE GRP IN

+$5.2M

78,198

清仓

— TRONOX HOLDINGS PLC

-$5.2M

0 -100%

建仓

IP INTERNATIONAL PAPER CO

+$5.1M

130,174

建仓

ENB ENBRIDGE INC

+$5.1M

139,939

清仓

DOW DOW INC

-$5.0M

0 -100%

清仓

KMB KIMBERLY-CLARK CORP

-$5.0M

0 -100%

清仓

GNTX GENTEX CORP

-$4.7M

0 -100%

建仓

CTVA CORTEVA INC

+$4.7M

81,442

增持

ABG ASBURY AUTOMOTIVE GROUP INC

+$4.6M

61,797 +39%

清仓

LNT ALLIANT ENERGY CORP

-$4.6M

0 -100%

建仓

CRGY CRESCENT ENERGY COMPANY

+$4.5M

375,000

清仓

— BERRY GLOBAL GROUP INC

-$3.7M

0 -100%

建仓

FLR FLUOR CORP NEW

+$3.7M

87,337

建仓

PRIM PRIMORIS SVCS CORP

+$3.7M

86,235

减持

XLI SELECT SECTOR SPDR TR

-$3.5M

23,932 -58%

清仓

EE EXCELERATE ENERGY INC

-$3.3M

0 -100%

清仓

DE DEERE & CO

-$3.1M

0 -100%

清仓

— BROOKFIELD INFRASTRUCTURE CO

-$3.1M

0 -100%

清仓

ULCC FRONTIER GROUP HLDGS INC

-$3.1M

0 -100%

建仓

LEA LEAR CORP

+$3.0M

20,651

清仓

AN AUTONATION INC

-$3.0M

0 -100%

清仓

HUN HUNTSMAN CORP

-$2.9M

0 -100%

清仓

UBER UBER TECHNOLOGIES INC

-$2.7M

0 -100%

清仓

SHW SHERWIN WILLIAMS CO

-$2.6M

0 -100%

清仓

ECL ECOLAB INC

-$2.5M

0 -100%

清仓

HSAI HESAI GROUP

-$2.5M

0 -100%

增持

MBLY MOBILEYE GLOBAL INC

+$2.2M

230,819 +93%

增持

RBA RB GLOBAL INC

+$2.2M

127,434 +13%

建仓

IFF INTERNATIONAL FLAVORS&FRAGRA

+$2.0M

23,831

增持

VC VISTEON CORP

+$2.0M

62,276 +46%

建仓

ADM ARCHER DANIELS MIDLAND CO

+$1.9M

30,000

减持

NEXT NEXTDECADE CORP

-$1.8M

1,123,143 -35%

建仓

MOD MODINE MFG CO

+$1.8M

19,281

减持

PHIN PHINIA INC

-$1.8M

350,167 -30%

增持

— STELLANTIS N.V

+$1.7M

260,198 +6%

建仓

VRT VERTIV HOLDINGS CO

+$1.7M

20,331

清仓

— HESS CORP

-$1.6M

0 -100%

建仓

TSN TYSON FOODS INC

+$1.6M

26,717

建仓

VOD VODAFONE GROUP PLC NEW

+$1.6M

175,000

清仓

ECVT ECOVYST INC

-$1.5M

0 -100%

建仓

CC CHEMOURS CO

+$1.4M

54,172

建仓

METC RAMACO RES INC

+$787.8K

46,782

清仓

— ENVIVA INC

-$758.5K

0 -100%

建仓

SBSW SIBANYE STILLWATER LTD

+$644.8K

136,895

建仓

NPWR NET POWER INC

+$563.0K

49,430

增持

XPEV XPENG INC

+$389.0K

930,144 +101%

增持

GPI GROUP 1 AUTOMOTIVE INC

+$360.4K

50,409 +7%