Aventail Capital Group, LP

Est. AUM

$2.09B

13F long equity, this entity only

Positions

170

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ENTERGY CORP NEW	COM	$77.8M	692533	3.73%	SOLE
2	NATIONAL FUEL GAS CO	COM	$67.7M	720381	3.25%	SOLE
3	CENTERPOINT ENERGY INC	COM	$47.1M	1092392	2.26%	SOLE
4	ATMOS ENERGY CORP	COM	$45.8M	247838	2.19%	SOLE
5	CNX RES CORP	COM	$43.6M	1131193	2.09%	SOLE
6	APA CORPORATION	COM	$41.8M	985558	2.01%	SOLE
7	GE VERNOVA INC	COM	$41.4M	47407	1.98%	SOLE
8	PPL CORP	COM	$38.1M	998381	1.83%	SOLE
9	NRG ENERGY INC	COM NEW	$37.1M	254063	1.78%	SOLE
10	WOODWARD INC	COM	$36.7M	102556	1.76%	SOLE
11	AMEREN CORP	COM	$34.2M	311570	1.64%	SOLE
12	SOUTHERN CO	COM	$30.8M	319217	1.48%	SOLE
13	AMERICAN ELEC PWR CO INC	COM	$30.5M	232919	1.46%	SOLE
14	PUBLIC SVC ENTERPRISE GROUP	COM	$30.3M	374111	1.45%	SOLE
15	MODINE MFG CO	COM	$29.9M	138104	1.43%	SOLE
16	TARGA RES CORP	COM	$29.6M	117861	1.42%	SOLE
17	OVINTIV INC	COM	$28.9M	487237	1.39%	SOLE
18	SEMPRA	COM	$28.5M	293678	1.37%	SOLE
19	NEXTPOWER INC	CLASS A COM	$27.7M	230172	1.33%	SOLE
20	ATI INC	COM	$27.0M	185312	1.29%	SOLE
21	ALLIANT ENERGY CORP	COM	$26.1M	364067	1.25%	SOLE
22	PERMIAN RESOURCES CORP	CLASS A COM	$23.4M	1099343	1.12%	SOLE
23	DUKE ENERGY CORP NEW	COM NEW	$22.0M	167929	1.05%	SOLE
24	LENNOX INTL INC	COM	$21.4M	46016	1.02%	SOLE
25	BKV CORP	COM	$21.3M	745584	1.02%	SOLE
26	FIRSTENERGY CORP	COM	$20.6M	406835	0.99%	SOLE
27	EVERSOURCE ENERGY	COM	$20.5M	296428	0.98%	SOLE
28	IMPERIAL OIL LTD	COM NEW	$20.5M	156906	0.98%	SOLE
29	DTE ENERGY CO	COM	$20.4M	139548	0.98%	SOLE
30	XCEL ENERGY INC	COM	$20.4M	256542	0.98%	SOLE
31	SLB LIMITED	COM STK	$20.3M	395961	0.98%	SOLE
32	DEVON ENERGY CORP NEW	COM	$20.0M	397852	0.96%	SOLE
33	ONEOK INC NEW	COM	$19.9M	219925	0.95%	SOLE
34	SHELL PLC	SPON ADS	$19.8M	213033	0.95%	SOLE
35	CATERPILLAR INC	COM	$19.8M	27908	0.95%	SOLE
36	CHEVRON CORPORATION	COM	$19.8M	95560	0.95%	SOLE
37	ANTERO RESOURCES CORP	COM	$19.6M	461148	0.94%	SOLE
38	NEXTERA ENERGY INC	COM	$19.3M	207722	0.92%	SOLE
39	BORGWARNER INC	COM	$19.3M	355404	0.92%	SOLE
40	FTAI AVIATION LTD	SHS	$18.3M	74791	0.88%	SOLE
41	MASTEC INC	COM	$17.5M	54407	0.84%	SOLE
42	SABLE OFFSHORE CORP	COM SHS	$16.4M	991661	0.79%	SOLE
43	STATE STR SPDR S&P 500 ETF TPUT	TR UNIT	$16.3M	25000	0.78%	SOLE
44	OCCIDENTAL PETE CORP	COM	$16.1M	247752	0.77%	SOLE
45	BAKER HUGHES COMPANY	CL A	$15.6M	254976	0.75%	SOLE
46	PINNACLE WEST CAP CORP	COM	$15.4M	153186	0.74%	SOLE
47	HENNESSY CAP INVT CORP VII	ORD SHS CL A	$15.0M	1452081	0.72%	SOLE
48	PHILLIPS 66	COM	$14.8M	81469	0.71%	SOLE
49	SOLV ENERGY INC	COM SHS CL A	$14.8M	492980	0.71%	SOLE
50	KODIAK GAS SVCS INC	COM	$14.8M	253721	0.71%	SOLE

1–50 of 170

1 / 4

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.