Clearbridge Investments

ClearBridge Investments Global Infrastructure Value Strategy

Global Utilities

Mar 2025Jun 2026

Our archive holds 3 letters from this strategy, behind 1 investment thesis and positions in 10 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

  • New positionSouth BowJun 2026
    During the quarter, we initiated a position in Canada-domiciled energy infrastructure company South Bow.
  • ExitedSSEJun 2026
    We also exited our positions in U.S. electric utility Public Services Enterprise Group and U.K. electric utility SSE.
  • We also exited our positions in U.S. electric utility Public Services Enterprise Group and U.K. electric utility SSE.

Also held

Its investment theses

Every letter