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Aventail Capital Group, LP 13F holdings, Q1 2025

Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →

Aventail Capital Group, LP disclosed 127 US equity positions worth $2.0bn in its Q1 2025 13F filing. The largest position was ETR at 4.7% of the reported book, followed by PPL and TRGP. Against the Q4 2024 filing, it opened 10 new positions, added to 14 and reduced 9 among the top 50 holdings.

← Q4 2024 · Q2 2025 →

What did Aventail Capital Group, LP own in Q1 2025? Top 50 positions

#StockSectorWeightValueSharesΔ sharesvs Q4 2024
1 ETR ENTERGY CORP NEW Utilities 4.7%$94.9m1,110,340 -13% reduced
2 PPL PPL CORP Utilities 4.5%$90.6m2,509,917 -18% reduced
3 TRGP TARGA RES CORP Energy 4.0%$80.2m400,000 0% held
4 DTM DT MIDSTREAM INC Energy 3.3%$67.6m700,202 4% added
5 DVN DEVON ENERGY CORP NEW Energy 3.1%$63.1m1,687,258 – new
6 NRG NRG ENERGY INC Utilities 2.9%$59.5m623,441 – new
7 ED CONSOLIDATED EDISON INC Utilities 2.5%$51.3m464,156 828% added
8 TLN TALEN ENERGY CORP Utilities 2.5%$49.9m249,731 – new
9 OGE OGE ENERGY CORP Utilities 2.4%$48.5m1,055,889 0% held
10 CRGY CRESCENT ENERGY COMPANY 2.3%$46.3m4,115,879 11% added
11 OKE ONEOK INC NEW Energy 2.2%$44.7m450,589 0% held
12 LNG CHENIERE ENERGY INC Energy 2.2%$44.0m190,025 1% added
13 VNOM VIPER ENERGY INC 2.1%$43.4m962,285 285% added
14 DTE DTE ENERGY CO Utilities 2.1%$42.7m309,037 -24% reduced
15 PR PERMIAN RESOURCES CORP Energy 2.1%$41.5m3,000,000 0% held
16 NEE NEXTERA ENERGY INC Utilities 2.0%$41.4m583,570 17% added
17 XEL XCEL ENERGY INC Utilities 2.0%$40.5m572,219 0% held
18 KMI KINDER MORGAN INC DEL Energy 1.9%$39.4m1,380,813 47% added
19 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 1.9%$39.1m475,248 6% added
20 ATO ATMOS ENERGY CORP Utilities 1.9%$37.6m243,320 – new
21 WTRG ESSENTIAL UTILS INC Utilities 1.8%$37.2m942,298 – new
22 AR ANTERO RESOURCES CORP Energy 1.8%$36.6m904,047 -36% reduced
23 GLNG GOLAR LNG LTD Energy 1.6%$33.2m875,200 -49% reduced
24 CHRD CHORD ENERGY CORPORATION Energy 1.5%$30.8m273,526 37% added
25 GEV GE VERNOVA INC Industrials 1.5%$30.7m100,489 0% held
26 WMB WILLIAMS COS INC Energy 1.5%$30.5m509,928 410% added
27 ES EVERSOURCE ENERGY Utilities 1.4%$29.3m471,196 631% added
28 SHEL SHELL PLC Energy 1.4%$28.5m389,171 -22% reduced
29 PNW PINNACLE WEST CAP CORP Utilities 1.4%$27.9m292,688 37% added
30 EVRG EVERGY INC Utilities 1.3%$27.3m395,621 -39% reduced
31 MTDR MATADOR RES CO Energy 1.3%$25.6m501,855 0% held
32 KEX KIRBY CORP Industrials 1.3%$25.3m250,456 0% held
33 BKR BAKER HUGHES COMPANY Energy 1.1%$22.0m500,423 0% held
34 WEC WEC ENERGY GROUP INC Utilities 1.1%$21.4m196,073 – new
35 GPOR GULFPORT ENERGY CORP Energy 0.9%$18.4m100,000 -73% reduced
36 BKV BKV CORP 0.9%$18.4m875,000 -65% reduced
37 VLO VALERO ENERGY CORP Energy 0.9%$18.0m136,112 0% held
38 VST VISTRA CORP Utilities 0.9%$17.7m151,117 1% added
39 TTEN TOTALENERGIES SE 0.8%$16.9m261,623 0% held
40 CMS CMS ENERGY CORP Utilities 0.8%$15.3m204,302 – new
41 PAGPEUR PLAINS GP HLDGS L P 0.7%$14.5m680,723 0% held
42 SRE SEMPRA Utilities 0.7%$14.0m195,660 57% added
43 MPC MARATHON PETE CORP Energy 0.7%$13.4m92,239 0% held
44 AROC ARCHROCK INC Energy 0.7%$13.2m502,456 0% held
45 NFG NATIONAL FUEL GAS CO Energy 0.6%$11.4m143,763 – new
46 EOG EOG RES INC Energy 0.5%$11.0m85,469 – new
47 SEI SOLARIS ENERGY INFRAS INC Energy 0.5%$10.9m500,845 0% held
48 SO SOUTHERN CO Utilities 0.5%$10.8m117,692 0% held
49 NI NISOURCE INC Utilities 0.5%$10.2m255,590 – new
50 MGY MAGNOLIA OIL & GAS CORP Energy 0.5%$10.1m400,000 0% held

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.