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 ($14.7k this quarter). Holder counts are more reliable. Shares outstanding: 223.4m as of 2024-07-31, 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 ≈ $2.67. Options: 9 managers hold calls ($2.1m notional), 8 hold puts ($1.1m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 224 |
| Q4 2022 | 230 |
| Q1 2023 | 220 |
| Q2 2023 | 207 |
| Q3 2023 | 217 |
| Q4 2023 | 219 |
| Q1 2024 | 211 |
| Q2 2024 | 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 |
| Q3 2023 | 77 | 87 |
| Q4 2023 | 93 | 95 |
| Q1 2024 | 83 | 104 |
| Q2 2024 | 83 | 93 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $11.3m | $1.6m | 0.15 |
| Q4 2023 | $12.2m | $1.5m | 0.13 |
| Q1 2024 | $7.1m | $962.2k | 0.14 |
| Q2 2024 | $2.1m | $1.1m | 0.51 |
Biggest buyers
| Covalis Capital LLP | New | +1.8m |
| Grantham, Mayo, Van Otterloo & Co. LLC | Added | +1.6m |
| Global Alpha Capital Management Ltd. | Added | +1.3m |
| VANGUARD GROUP INC | Added | +1.3m |
| ExodusPoint Capital Management, LP | New | +1.2m |
| ARDSLEY ADVISORY PARTNERS LP | Added | +725.0k |
| BlackRock Inc. | Added | +598.5k |
| Bridgewater Associates, LP | New | +446.7k |
| Squarepoint Ops LLC | Added | +415.2k |
| GSA CAPITAL PARTNERS LLP | Added | +255.6k |
Biggest sellers
| MORGAN STANLEY | Reduced | -3.3m |
| STATE STREET CORP | Reduced | -1.6m |
| JPMORGAN CHASE & CO | Reduced | -1.5m |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -1.0m |
| HITE Hedge Asset Management LLC | Reduced | -608.2k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -340.0k |
| Nuveen Asset Management, LLC | Reduced | -271.1k |
| NORTHERN TRUST CORP | Reduced | -266.4k |
| Maven Securities LTD | Sold out | -250.0k |
| Jump Financial, LLC | Sold out | -214.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.4m515.9k shares |
| IMC-Chicago, LLC | New | $236.6k88.6k shares |
| WOLVERINE TRADING, LLC | Added | $139.9k52.4k shares |
| GROUP ONE TRADING LLC | Reduced | $124.2k46.5k shares |
| Squarepoint Ops LLC | Unchanged | $69.4k26.0k shares |
| CITADEL ADVISORS LLC | Reduced | $65.9k24.7k shares |
| GTS SECURITIES LLC | Reduced | $44.1k16.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $44.0k16.8k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| IMC-Chicago, LLC | New | $272.1k101.9k shares |
| CITADEL ADVISORS LLC | Reduced | $229.1k85.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $223.5k83.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $131.0k49.2k shares |
| GROUP ONE TRADING LLC | Reduced | $77.4k29.0k shares |
| GTS SECURITIES LLC | Reduced | $73.7k27.6k shares |
| WOLVERINE TRADING, LLC | New | $59.5k22.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 2024
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 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 1 | $1.5m | — |
| Q1 2023 | 0 | — | 2 | $161.9k | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC 0.17% of their portfolio | 19.1m $50.9m | Added +1.6m |
| BlackRock Inc. 0.00% of their portfolio | 15.1m $40.3m | Added +598.5k |
| VANGUARD GROUP INC 0.00% of their portfolio | 11.4m $30.4m | Added +1.3m |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 10.1m $26.9m | Reduced -1.0m |
| Global Alpha Capital Management Ltd. 1.37% of their portfolio | 7.0m $18.8m | Added +1.3m |
| STATE STREET CORP 0.00% of their portfolio | 5.9m $15.7m | Reduced -1.6m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 4.1m $10.9m | Added +113.2k |
| Arosa Capital Management LP 6.63% of their portfolio | 3.2m $8.6m | Unchanged |
| SIR Capital Management, L.P. 0.73% of their portfolio | 2.8m $7.4m | Added +246.6k |
| ECP ControlCo, LLC 2.14% of their portfolio | 2.6m $6.9m | Unchanged |
| Yaupon Capital Management LP 0.58% of their portfolio | 2.5m $6.5m | Added +195.4k |
| MORGAN STANLEY 0.00% of their portfolio | 2.2m $5.9m | Reduced -3.3m |
| Covalis Capital LLP 0.67% of their portfolio | 1.8m $4.9m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.7m $4.6m | Reduced -266.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.4m $3.8m | Added +42.8k |
| ExodusPoint Capital Management, LP 0.04% of their portfolio | 1.2m $3.3m | New |
| ARDSLEY ADVISORY PARTNERS LP 0.57% of their portfolio | 1.2m $3.1m | Added +725.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $3.1m | Reduced -176.1k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 1.1m $3.0m | Reduced -168.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 1.0m $2.8m | Reduced -73.3k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.17% of their portfolio | 1.0m $2.8m | Reduced -50.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 822.6k $2.2m | Added +208.9k |
| CONNORS INVESTOR SERVICES INC 0.22% of their portfolio | 796.2k $2.1m | Reduced -17.7k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 794.6k $2.1m | Reduced -97.0k |
| GMT Capital Corp 0.08% of their portfolio | 767.8k $2.0m | Unchanged |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 698.1k $1.9m | Reduced -271.1k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 656.2k $1.8m | Reduced -40.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 642.2k $1.7m | Added +66.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 585.5k $1.6m | Added +217.5k |
| Zimmer Partners, LP 0.03% of their portfolio | 577.5k $1.5m | Added +52.5k |
| Squarepoint Ops LLC 0.01% of their portfolio | 540.8k $1.4m | Added +415.2k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 526.6k $1.4m | Added +95.2k |
| HITE Hedge Asset Management LLC 0.12% of their portfolio | 475.8k $1.3m | Reduced -608.2k |
| Clearbridge Investments, LLC 0.00% of their portfolio | 462.0k $1.2m | Added +29.4k |
| Bridgewater Associates, LP 0.01% of their portfolio | 446.7k $1.2m | New |
| Moors & Cabot, Inc. 0.06% of their portfolio | 428.1k $1.1m | Reduced -15.0k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 408.8k $1.1m | Unchanged |
| ALPS ADVISORS INC 0.01% of their portfolio | 386.9k $1.0m | Reduced -43.8k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 377.5k $1.0m | Added +107.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 356.6k $952.2k | Reduced -1.5m |
| Invesco Ltd. 0.00% of their portfolio | 348.0k $929.1k | Reduced -3.9k |
| Swiss National Bank 0.00% of their portfolio | 329.4k $879.4k | Reduced -22.2k |
| GSA CAPITAL PARTNERS LLP 0.06% of their portfolio | 326.3k $871.0k | Added +255.6k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 299.4k $799.5k | Reduced -150.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 292.7k $781.6k | Added +7.0k |
| UBS Group AG 0.00% of their portfolio | 292.1k $780.0k | Reduced -75.5k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 275.6k $736.0k | Added +157.8k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 263.1k $702.6k | Added +32.9k |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 261.8k $699.0k | Added +44.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 237.7k $634.6k | Added +61.3k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 236.2k $630.8k | Reduced -466 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 234.2k $625.4k | Added +77.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 228.3k $609.7k | Reduced -95.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 221.0k $590.0k | Added +16.1k |
| BAILARD, INC. 0.02% of their portfolio | 206.2k $550.4k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 188.2k $502.5k | Added +30.8k |
| Manatuck Hill Partners, LLC 0.21% of their portfolio | 182.5k $487.3k | Added +107.5k |
| WHITE PINE CAPITAL LLC 0.18% of their portfolio | 179.4k $478.9k | Reduced -6.3k |
| Legal & General Group Plc 0.00% of their portfolio | 174.7k $466.5k | Reduced -7.0k |
| SIMPLEX TRADING, LLC 0.01% of their portfolio | 174.2k $465.0k | Added +96.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 163.4k $436.3k | Reduced -14.0k |
| EagleClaw Capital Managment, LLC 0.07% of their portfolio | 152.2k $406.3k | Unchanged |
| SG Americas Securities, LLC 0.00% of their portfolio | 149.9k $400.0k | Added +120.6k |
| IRIDIAN ASSET MANAGEMENT LLC/CT 0.09% of their portfolio | 146.4k $390.8k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 144.7k $386.4k | Reduced -33.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 132.8k $355.0k | Added +27.0k |
| IMC-Chicago, LLC 0.01% of their portfolio | 130.6k $348.8k | Added +14.2k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 125.0k $333.8k | Reduced -86.9k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 121.0k $323.0k | Reduced -88.8k |
| LPL Financial LLC 0.00% of their portfolio | 118.8k $317.2k | Added +237 |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 118.8k $317.1k | New |
| Amundi 0.00% of their portfolio | 118.7k $288.4k | Reduced -2.8k |
| Cetera Investment Advisers 0.00% of their portfolio | 108.5k $289.8k | Reduced -9.0k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 102.0k $272.0k | Reduced -1.5k |
| AMG National Trust Bank 0.01% of their portfolio | 100.0k $267.0k | Unchanged |
| MetLife Investment Management, LLC 0.00% of their portfolio | 99.4k $265.3k | Added +21.9k |
| CITIGROUP INC 0.00% of their portfolio | 98.3k $262.5k | Reduced -92.1k |
| HOLDERNESS INVESTMENTS CO 0.03% of their portfolio | 97.4k $260.1k | Added +47.8k |
| Diametric Capital, LP 0.14% of their portfolio | 95.4k $254.8k | New |
| Corebridge Financial, Inc. 0.00% of their portfolio | 91.8k $245.2k | First filing |
| Verition Fund Management LLC 0.00% of their portfolio | 91.7k $244.9k | Reduced -34.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 87.4k $233.2k | Reduced -1.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 86.2k $230.2k | First filing |
| BARCLAYS PLC 0.00% of their portfolio | 75.6k $201.8k | Reduced -94.3k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 72.0k $191.8k | Reduced -858 |
| GROUP ONE TRADING LLC 0.01% of their portfolio | 70.1k $187.3k | Reduced -4.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 69.9k $186.5k | Added +6.6k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 61.0k $163.0k | Added +16.5k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 56.0k $149.6k | Added +140 |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 54.3k $145.0k | Unchanged |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 46.9k $125.2k | Reduced -2.2k |
| FMR LLC 0.00% of their portfolio | 46.7k $124.6k | Added +4.8k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 42.8k $114.2k | Added +23.0k |
| BROWN ADVISORY INC 0.00% of their portfolio | 40.0k $106.8k | Unchanged |
| Premier Fund Managers Ltd 0.00% of their portfolio | 40.0k $107.0k | New |
| Mariner, LLC 0.00% of their portfolio | 36.3k $97.0k | Added +11.9k |
| Ceeto Capital Group, LLC 0.04% of their portfolio | 35.0k $93.0k | Reduced -5.0k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 34.8k $92.8k | New |
| Creative Planning 0.00% of their portfolio | 33.9k $90.5k | Added +7.2k |
| CIM INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 33.3k $88.8k | Reduced -7.9k |