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What smart money is saying about Iberdrola

IBE.MC

No fund has written a full thesis on Iberdrola in our archive, but 4 fund letters report a position in it — most recently Guinness Global Real Assets Fund in July 2026.

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4
Reported positions
0
Bought
0
Sold
5
Letters

Fund activity · 4 positions

  • HoldsGuinness Global Real Assets Fund
    July 2026
    “Iberdrola, the global Spanish utility, and BP, the London-listed oil and gas major, are jointly developing a renewable hydrogen project at BP's refinery in Castellón, Spain, as part of their broader strategic partnership.”
    Read the letterIberdrola
  • HoldsGuinness Sustainable Energy Fund
    July 2026
    “Within the Fund, the strongest performers were Owens Corning, Amphenol Corporation, Hubbell Inc, Iberdrola SA and Trane Technologies while the weakest performers were Enphase Energy Inc, China Longyuan Power Group Corp Ltd, LG Chem Ltd, Ameresco Inc and First Solar Inc.”
    Read the letterIberdrola
  • HoldsGuinness Sustainable Energy Fund
    June 2026
    “We also have broad-based wind/solar renewable energy generation through NextEra Energy (the largest producer of renewable energy in the world), while Iberdrola is our one utility, with particular exposure to electricity networks.”
    Read the letterIberdrola
  • HoldsGuinness Sustainable Energy Fund (Guinness Global Investors)
    June 2026
    “We also have broad-based wind/solar renewable energy generation through NextEra Energy (the largest producer of renewable energy in the world), while Iberdrola is our one utility, with particular exposure to electricity networks.”
    Read the letterIberdrola

Also mentioned · 1

These funds discuss Iberdrola — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedGuinness Global Real Assets Fund
    June 2026

    Named in a table in Guinness Global Real Assets Fund’s letter.

    Read the letterIberdrola

Read the letters behind these Iberdrola positions

Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.

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