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What smart money is saying about Energias de Portugal

EDP.LS · Utilities · Diversified Utilities · Market cap $21.20B

1 fund in our archive has pitched Energias de Portugal — most recently Cambiar International Equity in March 2026.

Company profile

EDP - Energias de Portugal, S.A., established in 1976 and headquartered in Lisbon, Portugal, is a global energy major. The company's multifaceted operations span the entire electricity value chain, from power generation and transmission to distribution and retail, serving markets across Europe, including Portugal, Spain, France, Poland, Romania, Italy, Belgium, the United Kingdom, and Greece, as well as Brazil and North America. Its business structure is segmented into Renewables, Networks, and Client Solutions & Energy Management. EDP generates electricity from a broad spectrum of sources, encompassing hydro, combined cycle gas turbines (CCGT), coal, wind, solar, nuclear, and cogeneration. Beyond its core electrical activities, the firm also trades natural gas. Possessing an installed capacity of 25 gigawatts, EDP caters to approximately 8.7 million electricity clients and 0.7 million gas consumers. The company manages an extensive infrastructure of 378,155 kilometers of distribution network lines. Additionally, EDP provides specialized services such as engineering consulting, laboratory analyses, professional training initiatives, comprehensive energy solutions, and the management of its real estate portfolio.

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Summarize with Warren AI
1
Reported positions
1
Bought
0
Sold
2
Letters

Position history

Every position in Energias de Portugal on record in the archive was reported in Q1 2026, across 1 fund letter1 opened or added to the position.

Fund letters reporting a position in Energias de Portugal, by quarter
QuarterLettersBoughtSoldTheses
Q1 20261101

Fund activity · 1 position · 1 move

  • New positionCambiar International Equity Fund
    March 2026
    we increased our allocation to Utilities with the purchase of Energias de Portugal (EDP).
    Read the letterEnergias de Portugal

Fund coverage · 1 thesis

  • Cambiar International Equity
    March 2026

    Energias de Portugal is an integrated utility with cost-advantaged assets and secular growth tailwinds from datacenters and power demand.

    Read the full thesis

Read every full thesis on Energias de Portugal

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