Aventail Capital Group, Lp Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Aventail Capital Group, Lp disclosed 145 stock positions valued at approximately $1.74B as of quarter-end June 30, 2026. The largest holdings include NATIONAL FUEL GAS CO, AMEREN CORP, and ALLIANT ENERGY CORP.

Report Period
June 30, 2026
No. of Stocks
145
Portfolio Value
$1.74B
Holdings by Sector
Aventail Capital Group, Lp Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NATIONAL FUEL GAS CONFGEnergy3.19%721,306+925+0.13%$55,692,036
AMEREN CORPAEEUtilities2.53%390,136+78,566+25.22%$44,100,973
ALLIANT ENERGY CORPLNTUtilities2.30%524,461+160,394+44.06%$40,011,130
ENTERGY CORP NEWETRUtilities2.22%337,203-355,330-51.31%$38,731,137
NEXTPOWER INCNXTTechnology2.13%311,119+80,947+35.17%$37,066,718
BKV CORPBKVOther2.11%1,343,790+598,206+80.23%$36,766,094
NRG ENERGY INCNRGUtilities2.02%241,067-12,996-5.12%$35,210,246
ATMOS ENERGY CORPATOUtilities2.01%202,896-44,942-18.13%$34,952,894
STERLING INFRASTRUCTURE INCSTRLIndustrials2.00%41,601+30,394+271.21%$34,918,215
UNITED RENTALS INCURIIndustrials1.94%29,792+29,792+100.00%$33,751,059
TENARIS S ATSEnergy1.78%559,941+472,574+540.91%$31,071,126
OCCIDENTAL PETE CORPOXYEnergy1.72%618,040+370,288+149.46%$30,018,203
JOHNSON CONTROLS INTERNATIONJCIIndustrials1.71%203,638+203,638+100.00%$29,753,548
NVENT ELEC PLCNVTOther1.69%173,329+133,523+335.43%$29,398,332
DUKE ENERGY CORP NEWDUKUtilities1.50%206,487+38,558+22.96%$26,137,124
CONSOLIDATED EDISON INCEDUtilities1.35%212,868+212,868+100.00%$23,549,587
CSX CORPCSXIndustrials1.35%494,021+365,387+284.05%$23,480,818
CENTERPOINT ENERGY INCCNPUtilities1.35%533,103-559,289-51.20%$23,477,856
GE VERNOVA INCGEVUtilities1.28%19,062-28,345-59.79%$22,395,181
CNX RES CORPCNXEnergy1.26%648,728-482,465-42.65%$22,011,341
SOUTHWEST GAS HLDGS INCSWXUtilities1.26%247,816+189,912+327.98%$21,976,323
ATI INCATIIndustrials1.25%110,892-74,420-40.16%$21,856,813
APA CORPORATIONAPAEnergy1.17%625,779-359,779-36.51%$20,381,622
PROPETRO HLDG CORPPUMPEnergy1.17%1,421,075+908,619+177.31%$20,378,216
NISOURCE INCNIUtilities1.15%421,928+203,014+92.74%$20,062,676
SOUTHERN COSOUtilities1.14%206,880-112,337-35.19%$19,800,485
XCEL ENERGY INCXELUtilities1.09%236,603-19,939-7.77%$18,999,221
PPL CORPPPLUtilities1.07%515,380-483,001-48.38%$18,734,063
WOODWARD INCWWDIndustrials1.03%42,053-60,503-59.00%$17,891,028
CARRIER GLOBAL CORPORATIONCARRIndustrials1.00%237,818+237,818+100.00%$17,443,950
Showing 30 of 145 holdings in the latest reporting period.