Clearbridge Investments
ClearBridge Investments Global Infrastructure Income Strategy
Global Large-cap Utilities
Sep 2025 → Jun 2026
Our archive holds 3 letters from this strategy and positions in 14 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in 2 years — follow all of Clearbridge Investments for every strategy.
What it bought and sold
At the same time, we exited U.S. electric utility Public Service Enterprise Group (PSEG), Australian toll road operator Atlas Arteria and U.K. electric utility SSE.
At the same time, we exited U.S. electric utility Public Service Enterprise Group (PSEG), Australian toll road operator Atlas Arteria and U.K. electric utility SSE.
At the same time, we exited U.S. electric utility Public Service Enterprise Group (PSEG), Australian toll road operator Atlas Arteria and U.K. electric utility SSE.
During the quarter, we initiated a position in German renewables company RWE, which has a strong renewables footprint and has recently completed a financing deal to acquire Amprion, a German electricity transmission system operator, which we believe should support future growth.
We also bought U.S. energy infrastructure company DT Midstream, a highly contracted, pure-play natural gas midstream company that we expect to be a key beneficiary of the growing natural gas demand driven by LNG exports, data center growth and coal-to-gas switching.