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Aventail Capital Group, LP 13F holdings, Q3 2025

Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →

Aventail Capital Group, LP disclosed 138 US equity positions worth $2.1bn in its Q3 2025 13F filing. The largest position was ES at 4.6% of the reported book, followed by ETR and NRG. Against the Q2 2025 filing, it opened 10 new positions, added to 13 and reduced 20 among the top 50 holdings.

← Q2 2025 · Q4 2025 →

What did Aventail Capital Group, LP own in Q3 2025? Top 50 positions

#StockSectorWeightValueSharesΔ sharesvs Q2 2025
1 ES EVERSOURCE ENERGY Utilities 4.6%$97.2m1,366,121 135% added
2 ETR ENTERGY CORP NEW Utilities 4.5%$93.8m1,007,040 -10% reduced
3 NRG NRG ENERGY INC Utilities 3.4%$71.1m439,108 -13% reduced
4 XEL XCEL ENERGY INC Utilities 3.2%$68.2m845,489 48% added
5 SO SOUTHERN CO Utilities 3.1%$65.3m688,765 0% held
6 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 2.9%$61.9m742,171 0% held
7 ATO ATMOS ENERGY CORP Utilities 2.7%$57.7m338,098 24% added
8 HAL HALLIBURTON CO Energy 2.6%$54.1m2,199,061 – new
9 SHEL SHELL PLC Energy 2.4%$51.2m715,939 3% added
10 CVX CHEVRON CORP NEW Energy 2.2%$46.2m297,550 – new
11 CNP CENTERPOINT ENERGY INC Utilities 2.1%$44.9m1,158,206 -51% reduced
12 NFG NATIONAL FUEL GAS CO Energy 1.9%$40.6m439,142 -31% reduced
13 OGE OGE ENERGY CORP Utilities 1.9%$40.0m864,588 68% added
14 OXY OCCIDENTAL PETE CORP Energy 1.9%$39.6m838,362 – new
15 TAC TRANSALTA CORP Utilities 1.8%$38.6m2,829,643 – new
16 KMI KINDER MORGAN INC DEL Energy 1.8%$37.1m1,310,566 0% held
17 CHRD CHORD ENERGY CORPORATION Energy 1.7%$35.6m358,197 0% held
18 SRE SEMPRA Utilities 1.7%$35.5m394,498 50% added
19 TRGP TARGA RES CORP Energy 1.6%$33.7m201,078 -50% reduced
20 DTE DTE ENERGY CO Utilities 1.6%$32.9m232,897 -25% reduced
21 PWR QUANTA SVCS INC Industrials 1.5%$31.0m74,899 – new
22 CVE CENOVUS ENERGY INC Energy 1.4%$30.1m1,771,832 -3% reduced
23 LNG CHENIERE ENERGY INC Energy 1.3%$27.7m117,900 0% held
24 WEC WEC ENERGY GROUP INC Utilities 1.3%$27.5m239,884 21% added
25 OKE ONEOK INC NEW Energy 1.3%$27.1m371,064 10% added
26 NEE NEXTERA ENERGY INC Utilities 1.1%$24.1m319,071 -59% reduced
27 BKR BAKER HUGHES COMPANY Energy 1.1%$22.7m465,981 -73% reduced
28 CRK COMSTOCK RES INC Energy 1.1%$22.7m1,143,721 150% added
29 MTZ MASTEC INC Industrials 1.1%$22.3m104,731 – new
30 VNOM VIPER ENERGY INC Energy 1.0%$22.1m577,371 – new
31 TLN TALEN ENERGY CORP Utilities 1.0%$21.9m51,489 0% held
32 CAT CATERPILLAR INC Industrials 1.0%$21.2m44,422 31% added
33 WMB WILLIAMS COS INC Energy 1.0%$20.8m327,971 -36% reduced
34 PARR PAR PAC HOLDINGS INC Energy 1.0%$20.5m578,175 -36% reduced
35 BKV BKV CORP 1.0%$20.2m875,012 0% held
36 VST VISTRA CORP Utilities 0.9%$19.3m98,756 -40% reduced
37 PNW PINNACLE WEST CAP CORP Utilities 0.9%$19.3m215,656 -25% reduced
38 CMI CUMMINS INC Industrials 0.9%$19.2m45,364 – new
39 DVN DEVON ENERGY CORP NEW Energy 0.9%$19.1m544,753 -65% reduced
40 EQT EQT CORP Energy 0.9%$18.6m340,887 -61% reduced
41 WTRG ESSENTIAL UTILS INC Utilities 0.9%$18.1m454,461 10% added
42 PRIM PRIMORIS SVCS CORP Industrials 0.9%$18.0m130,880 – new
43 RRC RANGE RES CORP Energy 0.8%$17.4m461,340 130% added
44 LNT ALLIANT ENERGY CORP Utilities 0.8%$16.5m244,725 261% added
45 PSX PHILLIPS 66 Energy 0.7%$15.5m114,031 -58% reduced
46 MPC MARATHON PETE CORP Energy 0.7%$14.2m73,791 -20% reduced
47 FE FIRSTENERGY CORP Utilities 0.7%$14.0m305,660 – new
48 EVRG EVERGY INC Utilities 0.6%$13.0m171,285 -56% reduced
49 DTM DT MIDSTREAM INC Energy 0.6%$12.8m113,086 -84% reduced
50 DUK DUKE ENERGY CORP NEW Utilities 0.6%$12.4m100,000 -80% reduced

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.