What smart money is saying about Vestas Wind Systems A/S
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No fund has written a full thesis on Vestas Wind Systems A/S in our archive, but 2 fund letters report a position in it — most recently Guinness Sustainable Energy Fund in July 2026.
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Reported positions
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Sold
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Letters
Fund activity · 2 positions
- HoldsGuinness Sustainable Energy FundJuly 2026
“With policy clarity, developers have returned to the market, resulting in strong orders for clean energy equipment names such as Vestas, which reported one of its highest-ever order intakes in North America in the second quarter of 2026.”
Read the letterVestas Wind Systems A/S - HoldsGuinness Sustainable Energy FundJune 2026
“Within the Fund, the strongest performers were Enphase Energy Inc, First Solar Inc, Infineon Technologies AG, Versigent and Canadian Solar Inc while the weakest performers were AECOM, NextEra Energy Inc, LG Chem Ltd, Trane Technologies and Vestas Wind Systems A/S.”
Read the letterVestas Wind Systems A/S
Read the letters behind these Vestas Wind Systems A/S positions
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