CLEAN ENERGY FUELS CORP CLNE
COM · Common Stock · CUSIP 184499101 · ISIN US1844991018
American natural gas distribution company
- SectorUtilities
- IndustryGas & Other Services Combined
- HeadquartersNewport Beach, CA
- Founded2001
- Websitecleanenergyfuels.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($308.8k this quarter). Holder counts are more reliable. Shares outstanding: 222.9m as of 2023-05-02, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $4.38. Options: 13 managers hold calls ($9.2m notional), 10 hold puts ($3.3m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 224 |
| Q4 2022 | 230 |
| Q1 2023 | 220 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 105 | 90 |
| Q1 2023 | 96 | 100 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $13.0m | $6.5m | 0.50 |
| Q4 2022 | $11.0m | $3.8m | 0.34 |
| Q1 2023 | $9.2m | $3.3m | 0.35 |
Biggest buyers
| Grantham, Mayo, Van Otterloo & Co. LLC | Added | +3.6m |
| Arosa Capital Management LP | Added | +2.8m |
| DIMENSIONAL FUND ADVISORS LP | Added | +1.4m |
| Global Alpha Capital Management Ltd. | Added | +1.3m |
| Yaupon Capital Management LP | Added | +1.3m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.1m |
| GMT Capital Corp | New | +1.1m |
| Clear Sky Carbon Solutions Investment Management, LLC | Added | +806.0k |
| ARDSLEY ADVISORY PARTNERS LP | Added | +600.0k |
| Nuveen Asset Management, LLC | Added | +388.8k |
Biggest sellers
| STATE STREET CORP | Reduced | -2.2m |
| Granahan Investment Management, LLC | Reduced | -1.6m |
| HITE Hedge Asset Management LLC | Reduced | -1.5m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -1.4m |
| ExodusPoint Capital Management, LP | Sold out | -1.1m |
| D. E. Shaw & Co., Inc. | Reduced | -985.2k |
| Thomist Capital Management, LP | Sold out | -587.5k |
| CAPITAL FUND MANAGEMENT S.A. | Sold out | -577.3k |
| AMERIPRISE FINANCIAL INC | Reduced | -570.4k |
| Point72 Asset Management, L.P. | Reduced | -485.0k |
Biggest calls
| Arosa Capital Management LP | New | $5.0m1.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.5m348.6k shares |
| GROUP ONE TRADING LLC | Reduced | $945.7k216.9k shares |
| Squarepoint Ops LLC | Reduced | $458.7k105.2k shares |
| IMC-Chicago, LLC | Reduced | $360.1k82.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $250.0k57.5k shares |
| Walleye Trading LLC | Reduced | $202.7k46.5k shares |
| CITADEL ADVISORS LLC | Reduced | $197.5k45.3k shares |
| WOLVERINE TRADING, LLC | Reduced | $175.0k40.1k shares |
| JANE STREET GROUP, LLC | Reduced | $111.6k25.6k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $1.3m298.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $637.4k146.2k shares |
| GROUP ONE TRADING LLC | Reduced | $444.7k102.0k shares |
| Squarepoint Ops LLC | Added | $321.3k73.7k shares |
| IMC-Chicago, LLC | Added | $278.6k63.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $165.0k37.9k shares |
| WOLVERINE TRADING, LLC | Reduced | $114.0k26.1k shares |
| Walleye Trading LLC | Reduced | $5.2k1.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| Cutler Group LLC / CA | Reduced | $0100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
TotalEnergies SE
13D · may seek influence
+0.3 pts · filed 2026-02-27
Stated purposeItem 4 of the Schedule 13D is hereby supplemented with the following: On November 24, 2025, the Reporting Persons entered into a 10b5-1 Sale Plan Agreement (the "Rule 10b5-1 Plan") with J.P. Morgan Securities LLC, an SEC-registered broker-dealer ("JPMS"), that is intended to comply with the requirements of Rule 10b5-1(c) promulgated under the Securities Exchange Act of 1934 (the "Exchange Act"). Pursuant to this Rule 10b5-1 Plan, the Reporting Persons directed JPMS to dispose of up to 6,164,720 shares of Common Stock held by the Purchaser, commencing on February 27, 2026 and subject to applicable securities laws, including applicable limitations under Rule 144 promulgated under the Securities Act of 1933 (the "Securities Act"). The foregoing description of the Rule 10b5-1 Plan is qualifi… Full filing |
23.6% |
| Dorrell Michael B. 13G · passive investor new · filed 2025-10-15 | 8.4% |
| BlackRock, Inc. 13G · institution -1.4 pts · filed 2025-04-17 | 6.6% |
Fell to 5% or below in the last year: Grantham, Mayo, Van Otterloo & Co. LLC (5.0%, 2026-08-06), VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q1 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 1 | $102.2k | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 1 | $1.5m | — |
| Q1 2023 | 0 | — | 2 | $161.9k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-02-27 | Corbus Barclay SVP, STRATEGIC DEVELOPMENT | Sold | $32.1k5.6k shares |
| 2023-02-27 | Pratt Mitchell W COO AND SECRETARY · By Family Trust | Sold | $22.5k4.0k shares |
| 2023-01-23 | Corbus Barclay SVP, STRATEGIC DEVELOPMENT | Sold | $62.0k11.3k shares |
| 2023-01-23 | Pratt Mitchell W COO AND SECRETARY · By Family Trust | Sold | $45.3k8.1k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC 0.34% of their portfolio | 15.2m $66.2m | Added +3.6m |
| BlackRock Inc. 0.00% of their portfolio | 13.3m $58.2m | Added +266.4k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 10.1m $44.0m | Added +1.4m |
| VANGUARD GROUP INC 0.00% of their portfolio | 9.9m $43.0m | Added +43.8k |
| STATE STREET CORP 0.00% of their portfolio | 7.7m $33.8m | Reduced -2.2m |
| Global Alpha Capital Management Ltd. 2.83% of their portfolio | 7.2m $31.2m | Added +1.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.4m $14.7m | Added +90.1k |
| Arosa Capital Management LP 4.07% of their portfolio | 3.1m $13.4m | Added +2.8m |
| ECP ControlCo, LLC 2.61% of their portfolio | 2.6m $13.0m | Unchanged |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 2.5m $10.8m | Reduced -985.2k |
| MORGAN STANLEY 0.00% of their portfolio | 1.9m $8.2m | Added +246.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.9m $8.1m | Reduced -31.2k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 1.6m $6.9m | Reduced -214.9k |
| Yaupon Capital Management LP 1.05% of their portfolio | 1.5m $6.7m | Added +1.3m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.3m $5.7m | Added +3.2k |
| Clear Sky Carbon Solutions Investment Management, LLC 1.40% of their portfolio | 1.3m $5.5m | Added +806.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 1.2m $5.1m | Added +1.1m |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.1m $5.0m | Added +65.9k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 1.1m $4.9m | Added +388.8k |
| GMT Capital Corp 0.19% of their portfolio | 1.1m $4.8m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 1.0m $4.4m | Added +359.8k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.25% of their portfolio | 990.3k $4.3m | Reduced -15.8k |
| ALPS ADVISORS INC 0.03% of their portfolio | 755.0k $3.3m | Reduced -200.4k |
| ARDSLEY ADVISORY PARTNERS LP 0.72% of their portfolio | 754.5k $3.3m | Added +600.0k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 729.5k $3.2m | Reduced -400.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 668.9k $2.9m | Reduced -22.7k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 604.6k $2.6m | Reduced -22.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 537.3k $2.3m | Reduced -50.2k |
| CONNORS INVESTOR SERVICES INC 0.26% of their portfolio | 505.9k $2.2m | Added +8.5k |
| Moors & Cabot, Inc. 0.14% of their portfolio | 457.4k $2.0m | Reduced -2.4k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 454.9k $2.0m | Reduced -111.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 437.7k $1.9m | Added +163.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 395.9k $1.7m | Added +311.5k |
| CITIGROUP INC 0.00% of their portfolio | 395.0k $1.7m | Reduced -28.8k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.04% of their portfolio | 388.2k $1.7m | Added +182.1k |
| Swiss National Bank 0.00% of their portfolio | 384.1k $1.7m | Reduced -45.2k |
| Clearbridge Investments, LLC 0.00% of their portfolio | 369.0k $1.6m | Added +135.6k |
| HITE Hedge Asset Management LLC 0.11% of their portfolio | 343.0k $1.5m | Reduced -1.5m |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 328.6k $1.4m | Reduced -485.0k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 299.2k $1.3m | Unchanged |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 297.5k $1.3m | Added +19.3k |
| Federation des caisses Desjardins du Quebec 0.01% of their portfolio | 293.8k $1.3m | Added +53.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 293.2k $1.3m | Added +210.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 292.8k $1.3m | Reduced -244.7k |
| Jump Financial, LLC 0.05% of their portfolio | 291.1k $1.3m | New |
| UBS Group AG 0.00% of their portfolio | 284.0k $1.2m | Added +40.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 282.2k $1.2m | Reduced -9.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 271.6k $1.2m | Added +31.4k |
| WHITE PINE CAPITAL LLC 0.45% of their portfolio | 268.1k $1.2m | Reduced -126.2k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 250.7k $1.1m | Added +27.3k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 242.5k $1.1m | Reduced -104 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 239.7k $1.0m | Reduced -1.4m |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 219.4k $956.4k | Reduced -3.0k |
| Invesco Ltd. 0.00% of their portfolio | 204.1k $890.0k | Added +30.4k |
| BAILARD, INC. 0.03% of their portfolio | 198.2k $864.2k | Reduced -15.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 183.3k $799.2k | Reduced -20.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 181.9k $793.0k | Reduced -62.2k |
| Graham Capital Management, L.P. 0.03% of their portfolio | 177.3k $773.0k | New |
| EagleClaw Capital Managment, LLC 0.17% of their portfolio | 165.6k $721.8k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 155.0k $675.9k | Added +19.6k |
| Trellus Management Company, LLC 0.98% of their portfolio | 140.0k $610.4k | Added +61.0k |
| Caption Management, LLC 0.13% of their portfolio | 140.0k $610.4k | Reduced -114.1k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 133.8k $583.0k | Added +29.3k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 118.6k $516.9k | Reduced -201.2k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 117.7k $513.0k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 116.5k $507.7k | Reduced -183.6k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 103.8k $452.6k | Added +9.1k |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 100.6k $438.7k | Unchanged |
| AMG National Trust Bank 0.02% of their portfolio | 100.0k $436.0k | Unchanged |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 94.3k $410.9k | Reduced -167.7k |
| BARCLAYS PLC 0.00% of their portfolio | 86.1k $375.4k | Reduced -40.2k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 85.8k $374.1k | Unchanged |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 81.8k $356.8k | Added +1.6k |
| FMR LLC 0.00% of their portfolio | 81.1k $353.5k | Added +41.6k |
| Man Group plc 0.00% of their portfolio | 81.1k $353.4k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 78.3k $341.6k | Reduced -7.8k |
| DUALITY ADVISERS, LP 0.04% of their portfolio | 77.4k $337.4k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 77.1k $336.1k | Reduced -72.2k |
| Legal & General Group Plc 0.00% of their portfolio | 76.9k $335.1k | Added +4.3k |
| EVERETT HARRIS & CO /CA/ 0.01% of their portfolio | 75.0k $327.0k | Unchanged |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 73.1k $318.2k | Added +42.7k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.00% of their portfolio | 72.0k $313.9k | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 70.2k $306.0k | Added +153 |
| SG Americas Securities, LLC 0.00% of their portfolio | 67.0k $292.0k | Added +6.8k |
| NinePointTwo Capital LLC 0.10% of their portfolio | 61.4k $267.0k | Added +29.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 59.0k $258.0k | Added +7.6k |
| Nippon Life Global Investors Americas, Inc. 0.02% of their portfolio | 58.5k $255.1k | Unchanged |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 57.1k $249.0k | Added +18.1k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 55.9k $243.7k | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 53.3k $232.2k | Added +8.4k |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 51.6k $224.8k | Added +1.4k |
| AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio | 50.4k $219.7k | Unchanged |
| HOLDERNESS INVESTMENTS CO 0.08% of their portfolio | 46.7k $203.6k | Added +2.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 45.6k $198.0k | Reduced -13.7k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 44.2k $192.0k | Added +20.1k |
| Vontobel Holding Ltd. 0.00% of their portfolio | 43.3k $188.9k | Reduced -1.1k |
| NEXPOINT ASSET MANAGEMENT, L.P. 0.02% of their portfolio | 43.2k $188.4k | Added +16.0k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 42.0k $183.3k | Added +39.8k |
| Cipher Capital LP 0.03% of their portfolio | 41.8k $182.3k | New |
| XTX Topco Ltd 0.04% of their portfolio | 41.2k $179.7k | New |