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 ($430.5k this quarter). Holder counts are more reliable. Shares outstanding: 223.0m as of 2023-08-02, 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 ≈ $4.94. Options: 12 managers hold calls ($15.2m notional), 10 hold puts ($2.3m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 224 |
| Q4 2022 | 230 |
| Q1 2023 | 220 |
| Q2 2023 | 207 |
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 |
| Q2 2023 | 80 | 99 |
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 |
| Q2 2023 | $15.2m | $2.3m | 0.15 |
Biggest buyers
| Aventail Capital Group, LP | New | +1.4m |
| Arosa Capital Management LP | Added | +984.1k |
| Point72 Asset Management, L.P. | Added | +977.8k |
| Thomist Capital Management, LP | New | +923.7k |
| J. Goldman & Co LP | New | +855.1k |
| SIR Capital Management, L.P. | New | +837.4k |
| Walleye Capital LLC | New | +512.3k |
| MILLENNIUM MANAGEMENT LLC | Added | +458.6k |
| Balyasny Asset Management L.P. | Added | +454.7k |
| CITIGROUP INC | Added | +341.2k |
Biggest sellers
| STATE STREET CORP | Reduced | -1.2m |
| Grantham, Mayo, Van Otterloo & Co. LLC | Reduced | -1.1m |
| Yaupon Capital Management LP | Reduced | -1.1m |
| D. E. Shaw & Co., Inc. | Reduced | -724.8k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -658.0k |
| TWO SIGMA ADVISERS, LP | Reduced | -639.6k |
| ARDSLEY ADVISORY PARTNERS LP | Reduced | -502.5k |
| MORGAN STANLEY | Reduced | -379.2k |
| Jump Financial, LLC | Reduced | -266.6k |
| Clear Sky Carbon Solutions Investment Management, LLC | Reduced | -240.0k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $6.0m1.2m shares |
| GROUP ONE TRADING LLC | Added | $3.5m704.3k shares |
| ARDSLEY ADVISORY PARTNERS LP | New | $2.5m500.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.2m251.2k shares |
| SIMPLEX TRADING, LLC | Added | $760.0k153.3k shares |
| IMC-Chicago, LLC | Added | $551.6k111.2k shares |
| Squarepoint Ops LLC | Reduced | $269.3k54.3k shares |
| JANE STREET GROUP, LLC | Added | $248.5k50.1k shares |
| WOLVERINE TRADING, LLC | Reduced | $137.5k27.4k shares |
| Cutler Group LLC / CA | Added | $35.0k27.0k shares |
Biggest puts
| GROUP ONE TRADING LLC | Added | $557.0k112.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $518.8k104.6k shares |
| Squarepoint Ops LLC | Unchanged | $365.6k73.7k shares |
| IMC-Chicago, LLC | Reduced | $242.5k48.9k shares |
| SIMPLEX TRADING, LLC | Added | $237.0k47.9k shares |
| CITADEL ADVISORS LLC | Reduced | $149.8k30.2k shares |
| JANE STREET GROUP, LLC | New | $130.9k26.4k shares |
| WOLVERINE TRADING, LLC | Reduced | $129.0k25.7k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| Cutler Group LLC / CA | Added | $0600 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC 0.32% of their portfolio | 14.0m $69.6m | Reduced -1.1m |
| BlackRock Inc. 0.00% of their portfolio | 13.5m $67.1m | Added +184.7k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 10.4m $51.6m | Added +320.6k |
| VANGUARD GROUP INC 0.00% of their portfolio | 9.8m $48.7m | Reduced -51.1k |
| Global Alpha Capital Management Ltd. 3.25% of their portfolio | 7.0m $34.7m | Reduced -171.8k |
| STATE STREET CORP 0.00% of their portfolio | 6.6m $32.6m | Reduced -1.2m |
| Arosa Capital Management LP 5.41% of their portfolio | 4.0m $20.1m | Added +984.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.5m $17.3m | Added +113.9k |
| ECP ControlCo, LLC 2.10% of their portfolio | 2.6m $10.4m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 2.0m $9.9m | Added +133.9k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 1.8m $8.7m | Reduced -724.8k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 1.6m $8.1m | Added +458.6k |
| MORGAN STANLEY 0.00% of their portfolio | 1.5m $7.5m | Reduced -379.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.5m $7.3m | Added +328.3k |
| Aventail Capital Group, LP 0.71% of their portfolio | 1.4m $7.0m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.3m $6.5m | Added +15.8k |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 1.3m $6.5m | Added +977.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 1.1m $5.6m | Added +121.7k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 1.1m $5.6m | Added +4.5k |
| GMT Capital Corp 0.20% of their portfolio | 1.1m $5.4m | Unchanged |
| Clear Sky Carbon Solutions Investment Management, LLC 1.63% of their portfolio | 1.0m $5.1m | Reduced -240.0k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 953.6k $4.7m | Reduced -639.6k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.26% of their portfolio | 931.0k $4.6m | Reduced -59.2k |
| Thomist Capital Management, LP 2.93% of their portfolio | 923.7k $4.6m | New |
| J. Goldman & Co LP 0.24% of their portfolio | 855.1k $4.2m | New |
| SIR Capital Management, L.P. 0.46% of their portfolio | 837.4k $4.2m | New |
| CITIGROUP INC 0.00% of their portfolio | 736.2k $3.7m | Added +341.2k |
| ALPS ADVISORS INC 0.03% of their portfolio | 722.7k $3.6m | Reduced -32.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 671.1k $3.3m | Added +2.2k |
| CONNORS INVESTOR SERVICES INC 0.37% of their portfolio | 663.2k $3.3m | Added +157.3k |
| HITE Hedge Asset Management LLC 0.37% of their portfolio | 649.0k $3.2m | Added +306.0k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 633.5k $3.1m | Added +28.8k |
| Walleye Capital LLC 0.04% of their portfolio | 512.3k $2.5m | New |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 496.8k $2.5m | Added +454.7k |
| Moors & Cabot, Inc. 0.15% of their portfolio | 456.4k $2.3m | Reduced -1.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 442.1k $2.2m | Added +4.4k |
| Yaupon Capital Management LP 0.28% of their portfolio | 412.7k $2.0m | Reduced -1.1m |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 396.4k $2.0m | Reduced -140.9k |
| Swiss National Bank 0.00% of their portfolio | 388.3k $1.9m | Added +4.2k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 385.0k $1.9m | Added +134.3k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 350.1k $1.7m | Added +231.6k |
| Clearbridge Investments, LLC 0.00% of their portfolio | 336.0k $1.7m | Reduced -33.0k |
| BARCLAYS PLC 0.00% of their portfolio | 333.9k $1.7m | Added +247.8k |
| WHITE PINE CAPITAL LLC 0.60% of their portfolio | 324.7k $1.6m | Added +56.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 310.5k $1.5m | Added +17.7k |
| Federation des caisses Desjardins du Quebec 0.01% of their portfolio | 293.8k $1.5m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 291.4k $1.4m | Reduced -104.4k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 289.2k $1.4m | Reduced -8.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 279.9k $1.4m | Reduced -2.2k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 278.9k $1.4m | Reduced -176.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 271.6k $1.2m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 266.8k $1.3m | Reduced -17.1k |
| ARDSLEY ADVISORY PARTNERS LP 0.28% of their portfolio | 252.0k $1.2m | Reduced -502.5k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 241.1k $1.2m | Reduced -1.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 239.7k $1.2m | Unchanged |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 233.6k $1.2m | Added +139.3k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.04% of their portfolio | 229.0k $1.1m | Reduced -159.1k |
| BAILARD, INC. 0.04% of their portfolio | 221.9k $1.1m | Added +23.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 213.3k $1.1m | Reduced -6.0k |
| SHELL ASSET MANAGEMENT CO 0.04% of their portfolio | 212.9k $1.1m | Added +184.9k |
| Amundi 0.00% of their portfolio | 199.7k $964.5k | Added +185.3k |
| Invesco Ltd. 0.00% of their portfolio | 198.5k $984.7k | Reduced -5.6k |
| Trellus Management Company, LLC 1.45% of their portfolio | 190.0k $942.4k | Added +50.0k |
| EagleClaw Capital Managment, LLC 0.19% of their portfolio | 168.7k $836.6k | Added +3.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 163.9k $812.8k | Reduced -19.4k |
| LPL Financial LLC 0.00% of their portfolio | 155.4k $770.8k | Added +392 |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 153.0k $759.0k | New |
| Legal & General Group Plc 0.00% of their portfolio | 150.7k $747.5k | Added +73.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 123.6k $613.3k | Reduced -58.2k |
| Waratah Capital Advisors Ltd. 0.03% of their portfolio | 123.4k $612.2k | New |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 117.7k $583.6k | Unchanged |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 111.1k $551.0k | Reduced -188.2k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 107.1k $531.2k | Added +3.3k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 101.5k $503.0k | Reduced -32.3k |
| AMG National Trust Bank 0.02% of their portfolio | 100.0k $496.0k | Unchanged |
| Ursa Fund Management, LLC 3.08% of their portfolio | 98.0k $486.1k | New |
| Caption Management, LLC 0.08% of their portfolio | 96.6k $478.9k | Reduced -43.4k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 92.7k $459.6k | Added +39.4k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 85.8k $425.6k | Unchanged |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 81.7k $405.1k | Reduced -146 |
| EVERETT HARRIS & CO /CA/ 0.01% of their portfolio | 75.0k $372.0k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 75.0k $372.0k | Reduced -218.2k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 73.0k $361.5k | Reduced -105 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 72.4k $359.0k | Added +2.2k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 71.5k $354.7k | Reduced -658.0k |
| Cubist Systematic Strategies, LLC 0.00% of their portfolio | 64.0k $317.3k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 60.7k $302.0k | Added +1.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 55.9k $277.2k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 55.5k $275.3k | Reduced -21.6k |
| Walleye Trading LLC 0.01% of their portfolio | 55.3k $274.2k | New |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 54.9k $272.2k | Reduced -2.2k |
| AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio | 50.4k $250.0k | Unchanged |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 50.1k $248.4k | Reduced -1.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 49.6k $245.8k | Reduced -66.9k |
| HOLDERNESS INVESTMENTS CO 0.09% of their portfolio | 46.7k $231.6k | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 41.3k $204.8k | Added +8.8k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 41.2k $205.0k | Reduced -3.0k |
| CIM INVESTMENT MANAGEMENT INC 0.07% of their portfolio | 41.2k $204.2k | Unchanged |
| FMR LLC 0.00% of their portfolio | 40.4k $200.3k | Reduced -40.7k |
| BROWN ADVISORY INC 0.00% of their portfolio | 40.0k $198.4k | Unchanged |