
What smart money is saying about Neste Oyj
1 fund in our archive has pitched Neste Oyj — most recently Baron International Growth Fund in September 2026.
Neste Oyj, together with its subsidiaries, provides renewable diesel and sustainable aviation fuel in Finland, other Nordic countries, Baltic Rim, other European countries, the United States, and internationally. The company operates through Renewable Products, Oil Products, Marketing & Services segments. It produces, markets, and sells renewable diesel, sustainable aviation fuel, and related solutions. The company also provides various oil products, including diesel, gasoline, aviation and marine fuels, light and heavy fuel oils, gasoline components, and special fuels, such as small-engine gasoline, solvents, and liquid gases for retailers and distributors, oil majors and trading companies, and companies marketing lubricants and solvents. In addition, the company markets and sells lower emission fuels, oil products, and associated digital solutions to consumers, transport service providers, aviation, shipping, industrial and agricultural, and municipalities and heating fuel customers and fuel distributors; and markets transport fuels and electric vehicle charging services. The company was formerly known as Neste Oil Oyj and changed its name to Neste Oyj in June 2015. Neste Oyj was founded in 1948 and is headquartered in Espoo, Finland.
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Position history
Every position in Neste Oyj on record in the archive was reported in Q3 2026, across 2 fund letters, with 2 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 2 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 2 moves
- AddedProtean FundsSeptember 2026
“We have actively traded Neste in September, and exited the month with a 3% position, as a diesel squeeze looks increasingly likely due to a mounting refining capacity shortage this winter.”
Neste Oyj - New positionBaron International Growth FundSeptember 2026
“During the quarter, we initiated positions in Neste Oyj and Golar LNG Limited as part of our sustainability/ESG and global security themes.”
Neste Oyj
Fund coverage · 1 thesis
- Baron International Growth FundSeptember 2026
Neste is the leading renewable diesel and SAF producer whose scale and diversified waste feedstock supply chain give it a unique cost advantage and sustainable earnings growth.
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