SMOG holdings

Holdings

#	Holding	Type	Weight	Value	Shares / par	Country
1	Iberdrola Sa	Equity	8.50%	$11M	464,402	ES
2	TSLATesla, Inc. Common Stock	Equity	8.49%	$11M	29,301	US
3	NEENextEra Energy, Inc.	Equity	6.82%	$8.8M	114,096	US
4	Enel Spa	Equity	6.44%	$8.3M	845,221	IT
5	BEBloom Energy Corporation	Equity	6.33%	$8.2M	30,017	US
6	Byd Co Ltd	Equity	5.09%	$6.6M	710,298
7	Samsung Sdi Co Ltd	Equity	4.58%	$5.9M	14,114	KR
8	Vestas Wind Systems A/S	Equity	4.36%	$5.6M	201,347	DK
9	Axia Energia Sa	Equity	3.98%	$5.2M	435,100	BR
10	Kingspan Group Plc	Equity	2.99%	$3.9M	34,776	IE
11	RIVNRivian Automotive, Inc. Class A Common Stock	Equity	2.88%	$3.7M	260,009	US
12	FSLRFirst Solar, Inc.	Equity	2.71%	$3.5M	19,633	US
13	Contemporary Amperex Technology Co Ltd	Equity	2.05%	$2.7M	43,400	CN
14	Lg Energy Solution Ltd	Equity	1.99%	$2.6M	8,675	KR
15	Orsted As	Equity	1.84%	$2.4M	122,451	DK
16	NXTNextpower Inc. Common Stock	Equity	1.61%	$2.1M	24,509	US
17	OCOwens Corning	Equity	1.48%	$1.9M	16,327	US
18	Nibe Industrier Ab	Equity	1.47%	$1.9M	434,362	SE
19	XPEVXPeng Inc. American depositary shares, each representing two Class A ordinary shares	Equity	1.36%	$1.8M	184,704
20	NIONIO Inc. American depositary shares, each representing one Class A ordinary share	Other	1.35%	$1.7M	511,838
21	ELPCCompanhia Paranaense de Energia - COPEL American Depositary Shares (each representing four (4) Common Shares)	Equity	1.27%	$1.6M	116,505	BR
22	LILi Auto Inc. American Depositary Shares	Equity	1.23%	$1.6M	146,171
23	Acciona Sa	Equity	1.16%	$1.5M	6,392	ES
24	Ecopro Bm Co Ltd	Equity	1.14%	$1.5M	15,506	KR
25	ENLTEnlight Renewable Energy Ltd. Ordinary Shares	Equity	1.11%	$1.4M	21,480	IL
26	Horiba Ltd	Equity	1.06%	$1.4M	8,684	JP
27	Nordex Se	Equity	0.99%	$1.3M	33,245	DE
28	ENSEnerSys, Inc.	Equity	0.98%	$1.3M	7,067	US
29	Contact Energy Ltd	Equity	0.87%	$1.1M	232,477	NZ
30	Edp Renovaveis Sa	Equity	0.86%	$1.1M	81,378	ES
31	ORAOrmat Technologies, Inc.	Equity	0.84%	$1.1M	12,214	US
32	Meridian Energy Ltd	Equity	0.82%	$1.1M	350,682	NZ
33	Hanwha Solutions Corp	Equity	0.78%	$1.0M	38,114	KR
34	Northland Power Inc	Equity	0.78%	$1.0M	65,093	CA
35	CIGCompanhia Energetica De Minas Gerais-CEMIG	Equity	0.74%	$953K	403,603	BR
36	BEPCBrookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares	Equity	0.73%	$951K	32,363
37	Johnson Matthey Plc	Equity	0.68%	$874K	27,053	GB
38	ENPHEnphase Energy, Inc.	Equity	0.63%	$818K	24,845	US
39	Drax Group Plc	Equity	0.60%	$773K	74,901	GB
40	HASIHA Sustainable Infrastructure Capital, Inc.	Equity	0.56%	$730K	20,076	US
41	Mercury Nz Ltd	Equity	0.54%	$699K	184,906	NZ
42	IBPINSTALLED BUILDING PRODUCTS, INC.	Equity	0.51%	$661K	3,519	US
43	Verbund Ag	Equity	0.48%	$623K	8,565	AT
44	QSQuantumScape Corporation Class A Common Stock	Equity	0.45%	$577K	125,954	US
45	Gcl-Poly Energy Holdings Ltd	Equity	0.43%	$558K	6,069,000	KY
46	Rockwool International A/S	Equity	0.43%	$556K	20,609
47	Simplo Technology Co Ltd	Equity	0.41%	$533K	47,000	TW
48	Cash	Cash	0.38%	$485K	485,458
49	China Everbright Environment Group Ltd	Equity	0.37%	$484K	830,000
50	Enel Americas Sa	Equity	0.37%	$475K	5,112,115	CL
51	Erg Spa	Equity	0.28%	$366K	14,728
52	China Longyuan Power Group Corp Ltd	Equity	0.28%	$366K	536,000	CN
53	Zhejiang Leapmotor Technology Co Ltd	Equity	0.28%	$364K	83,900	CN
54	Landis+gyr Group Ag	Equity	0.28%	$357K	6,048	CH
55	Xinyi Solar Holdings Ltd	Equity	0.27%	$353K	1,478,000
56	RUNSunrun Inc	Equity	0.25%	$329K	43,369	US
57	Other/Cash	Cash	0.11%	$139K	—
58	Ecopro Bm Co Ltd	Equity	0.03%	$34K	1,171	KR

Find which other funds hold a stock by opening it and choosing "ETFs holding".

Position changes between reports

Action	Holding	Weight before	Weight after	Shares vs flows	Between reports
Decrease	BEBloom Energy Corp	4.69%	7.46%	−25.5%	Mar 31, 2026 → Jun 30, 2026 SEC
New position	Enlight Renewable Energy Ltd	—	1.27%	—	Mar 31, 2026 → Jun 30, 2026 SEC
Increase	Contemporary Amperex Technology Co Ltd	1.60%	2.86%	+64.8%	Mar 31, 2026 → Jun 30, 2026 SEC
Increase	Iberdrola SA	7.20%	8.30%	+10.5%	Mar 31, 2026 → Jun 30, 2026 SEC
Decrease	AXIAPCAxia Energia SA	2.91%	2.17%	−16.7%	Mar 31, 2026 → Jun 30, 2026 SEC
Exit	TACTransAlta Corp	0.49%	—	—	Mar 31, 2026 → Jun 30, 2026 SEC
Exit	LCIDLucid Group Inc	0.24%	—	—	Mar 31, 2026 → Jun 30, 2026 SEC
Decrease	ORAOrmat Technologies Inc	0.98%	0.80%	−12.5%	Mar 31, 2026 → Jun 30, 2026 SEC
Decrease	China Longyuan Power Group Corp Ltd	0.35%	0.21%	−11.8%	Mar 31, 2026 → Jun 30, 2026 SEC
Increase	Contact Energy Ltd	0.81%	0.86%	+10.8%	Mar 31, 2026 → Jun 30, 2026 SEC
Decrease	ROCKWOOL A/S	0.47%	0.46%	−11.0%	Mar 31, 2026 → Jun 30, 2026 SEC
Increase	BEBloom Energy Corp	2.61%	4.69%	+25.1%	Dec 31, 2025 → Mar 31, 2026 SEC
Decrease	LG Energy Solution Ltd	2.28%	1.48%	−34.2%	Dec 31, 2025 → Mar 31, 2026 SEC
Increase	TSLATesla Inc	8.07%	7.30%	+18.9%	Dec 31, 2025 → Mar 31, 2026 SEC
Increase	FSLRFirst Solar Inc	3.68%	3.06%	+19.5%	Dec 31, 2025 → Mar 31, 2026 SEC
Exit	AXIAAxia Energia	0.59%	—	—	Dec 31, 2025 → Mar 31, 2026 SEC
Increase	ELPCCia Paranaense de Energia - Copel	0.47%	0.98%	+81.5%	Dec 31, 2025 → Mar 31, 2026 SEC
Decrease	IBPInstalled Building Products Inc	0.88%	0.69%	−16.8%	Dec 31, 2025 → Mar 31, 2026 SEC
Increase	ENPHEnphase Energy Inc	0.54%	0.71%	+20.1%	Dec 31, 2025 → Mar 31, 2026 SEC
Decrease	Drax Group PLC	0.71%	0.59%	−13.6%	Dec 31, 2025 → Mar 31, 2026 SEC
Increase	HASIHA Sustainable Infrastructure Capital Inc	0.49%	0.58%	+10.4%	Dec 31, 2025 → Mar 31, 2026 SEC
Decrease	Horiba Ltd	0.85%	0.75%	−15.3%	Dec 31, 2025 → Mar 31, 2026 SEC
Increase	TACTransAlta Corp	0.44%	0.49%	+16.5%	Dec 31, 2025 → Mar 31, 2026 SEC

Share-count changes are measured after removing what creations and redemptions explain.

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.