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 ($2.7m this quarter). Holder counts are more reliable. Shares outstanding: 220.2m as of 2026-04-30, 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 ≈ $2.48. Options: 6 managers hold calls ($928.3k notional), 5 hold puts ($1.5m).
Trends to Q1 2026
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 |
| Q3 2024 | 211 |
| Q4 2024 | 222 |
| Q1 2025 | 213 |
| Q2 2025 | 209 |
| Q3 2025 | 194 |
| Q4 2025 | 202 |
| Q1 2026 | 215 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 83 | 93 |
| Q3 2024 | 81 | 90 |
| Q4 2024 | 95 | 86 |
| Q1 2025 | 94 | 100 |
| Q2 2025 | 85 | 106 |
| Q3 2025 | 70 | 100 |
| Q4 2025 | 85 | 78 |
| Q1 2026 | 99 | 74 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $2.8m | $383.7k | 0.14 |
| Q3 2025 | $2.3m | $547.7k | 0.24 |
| Q4 2025 | $1.4m | $398.4k | 0.29 |
| Q1 2026 | $928.3k | $1.5m | 1.61 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +1.4m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | +1.3m |
| Empowered Funds, LLC | New | +1.1m |
| GMT Capital Corp | New | +767.8k |
| STATE STREET CORP | Added | +639.6k |
| Global Alpha Capital Management Ltd. | Added | +582.2k |
| FRANKLIN RESOURCES INC | Added | +547.4k |
| MARSHALL WACE, LLP | New | +526.0k |
| HRT FINANCIAL LP | New | +523.5k |
| D. E. Shaw & Co., Inc. | Added | +456.4k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -2.2m |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -811.8k |
| J. Derek Lewis & Associates Inc. | Reduced | -613.8k |
| ALGERT GLOBAL LLC | Reduced | -532.2k |
| ExodusPoint Capital Management, LP | Sold out | -410.2k |
| Assenagon Asset Management S.A. | Sold out | -408.8k |
| JANE STREET GROUP, LLC | Reduced | -378.1k |
| Russell Investments Group, Ltd. | Reduced | -291.1k |
| MORGAN STANLEY | Reduced | -282.5k |
| BlackRock, Inc. | Reduced | -258.2k |
Biggest calls
| IMC-Chicago, LLC | Reduced | $450.1k181.5k shares |
| GROUP ONE TRADING LLC | Reduced | $323.4k130.4k shares |
| JANE STREET GROUP, LLC | Reduced | $55.3k22.3k shares |
| CITADEL ADVISORS LLC | Reduced | $40.7k16.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $36.2k14.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $22.6k9.1k shares |
Biggest puts
| IMC-Chicago, LLC | New | $1.1m444.4k shares |
| JANE STREET GROUP, LLC | New | $202.6k81.7k shares |
| CITADEL ADVISORS LLC | Reduced | $176.3k71.1k shares |
| GROUP ONE TRADING LLC | Reduced | $9.2k3.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.5k1.4k 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 2026
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 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 1 | $64.2k | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 2 | $839.4k | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 15.4m $38.2m | Reduced -258.2k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.07% of their portfolio | 11.2m $27.8m | Reduced -117.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 7.2m $17.9m | First filing |
| Global Alpha Capital Management Ltd. 1.06% of their portfolio | 7.1m $17.7m | Added +582.2k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 6.5m $16.2m | Reduced -811.8k |
| STATE STREET CORP 0.00% of their portfolio | 5.8m $14.5m | Added +639.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 4.4m $10.8m | Added +98.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 4.0m $9.8m | First filing |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 3.2m $8.0m | Added +456.4k |
| ECP ControlCo, LLC 0.10% of their portfolio | 2.6m $6.4m | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 2.5m $6.1m | Added +1.4m |
| SIR Capital Management, L.P. 0.49% of their portfolio | 2.1m $5.2m | Unchanged |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 1.7m $4.2m | Added +70.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.5m $3.6m | Added +36.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.4m $3.5m | Reduced -7.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.4m $3.4m | Added +87.9k |
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $3.2m | Reduced -282.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 1.3m $3.2m | New |
| J. Derek Lewis & Associates Inc. 0.70% of their portfolio | 1.3m $3.1m | Reduced -613.8k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 1.2m $2.9m | First filing |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 1.2m $2.9m | Added +50.0k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 1.1m $2.7m | Reduced -211.0k |
| Empowered Funds, LLC 0.02% of their portfolio | 1.1m $2.7m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 1.0m $2.6m | Added +97.9k |
| GMT Capital Corp 0.09% of their portfolio | 767.8k $1.9m | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 690.4k $1.7m | Added +547.4k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 648.8k $1.6m | Added +322.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 645.9k $1.6m | Reduced -208.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 614.3k $1.5m | Added +246.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 563.6k $1.4m | Reduced -22.7k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 526.0k $1.3m | New |
| HRT FINANCIAL LP 0.00% of their portfolio | 523.5k $1.3m | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 481.5k $1.2m | Reduced -40.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 458.6k $1.2m | Reduced -2.2m |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 450.3k $1.1m | Reduced -152.9k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 420.7k $1.0m | Reduced -291.1k |
| Man Group plc 0.00% of their portfolio | 403.3k $1.0m | New |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 397.3k $985.3k | Added +3.0k |
| Invesco Ltd. 0.00% of their portfolio | 390.3k $968.0k | Reduced -44.6k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 384.1k $952.5k | Added +277.8k |
| Nuveen, LLC 0.00% of their portfolio | 368.6k $914.2k | Added +2.0k |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 360.2k $893.2k | Added +224.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 351.2k $870.9k | Added +43.9k |
| EagleClaw Capital Managment, LLC 0.12% of their portfolio | 350.6k $869.5k | Added +105.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 347.9k $862.9k | Added +175.9k |
| UBS Group AG 0.00% of their portfolio | 341.6k $847.2k | Added +60.2k |
| Moors & Cabot, Inc. 0.03% of their portfolio | 326.5k $809.7k | Reduced -5.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 310.6k $770.4k | Added +18.1k |
| NATIXIS 0.00% of their portfolio | 273.0k $677.0k | Unchanged |
| ALGERT GLOBAL LLC 0.01% of their portfolio | 250.9k $622.2k | Reduced -532.2k |
| ALPS ADVISORS INC 0.00% of their portfolio | 250.3k $620.7k | Added +15.6k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 231.7k $574.5k | Reduced -113.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 223.1k $553.4k | Reduced -10.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 215.1k $534.0k | Added +35.3k |
| GSA CAPITAL PARTNERS LLP 0.03% of their portfolio | 210.0k $521.0k | Reduced -10.8k |
| Inspire Investing, LLC 0.03% of their portfolio | 206.3k $511.6k | Reduced -18.2k |
| XTX Topco Ltd 0.01% of their portfolio | 205.9k $510.6k | Added +12.4k |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 189.9k $470.9k | Reduced -61.4k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 183.9k $456.1k | Added +38.9k |
| EVOLVE PRIVATE WEALTH, LLC 0.02% of their portfolio | 177.2k $439.3k | Added +18.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 174.5k $366.4k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 151.8k $376.5k | Added +12.1k |
| BARCLAYS PLC 0.00% of their portfolio | 134.9k $334.5k | Reduced -228.7k |
| Cetera Investment Advisers 0.00% of their portfolio | 131.3k $325.6k | Added +152 |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 131.1k $318.6k | Added +13.5k |
| BAILARD, INC. 0.01% of their portfolio | 124.0k $307.5k | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 113.6k $281.8k | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 111.2k $275.8k | Added +57.7k |
| CAXTON ASSOCIATES LLP 0.01% of their portfolio | 108.6k $269.3k | Reduced -234.8k |
| Cornerstone Investment Partners, LLC 0.01% of their portfolio | 102.5k $254.1k | Added +23.5k |
| Quadrature Capital Ltd 0.00% of their portfolio | 102.1k $253.1k | New |
| AMG National Trust Bank 0.01% of their portfolio | 100.0k $248.0k | Unchanged |
| Voleon Capital Management LP 0.01% of their portfolio | 97.5k $241.8k | Reduced -25.3k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 96.7k $239.9k | Added +31.0k |
| Amundi 0.00% of their portfolio | 95.7k $237.4k | Added +19.2k |
| Leonteq Securities AG 0.01% of their portfolio | 95.0k $235.6k | New |
| State of Wyoming 0.03% of their portfolio | 93.7k $232.5k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 90.5k $224.4k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 90.1k $223.5k | Reduced -378.1k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 82.8k $205.4k | Added +52.8k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 82.7k $205.1k | Added +2.0k |
| Numerai GP LLC 0.02% of their portfolio | 80.1k $198.7k | Reduced -60.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 75.1k $186.3k | New |
| CITIGROUP INC 0.00% of their portfolio | 74.2k $184.0k | Added +55.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 73.9k $183.3k | Reduced -131.3k |
| Creative Planning 0.00% of their portfolio | 69.2k $171.7k | Added +10.2k |
| CONNORS INVESTOR SERVICES INC 0.02% of their portfolio | 67.6k $167.7k | Reduced -2.4k |
| Headlands Technologies LLC 0.02% of their portfolio | 65.9k $163.4k | Added +20.2k |
| Brevan Howard Capital Management LP 0.00% of their portfolio | 64.4k $159.6k | Added +36.2k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 63.8k $158.3k | First filing |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 61.0k $151.2k | Reduced -15.7k |
| S&CO INC 0.01% of their portfolio | 60.0k $148.0k | Unchanged |
| GF FUND MANAGEMENT CO. LTD. 0.00% of their portfolio | 56.3k $139.7k | Added +6.8k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 56.0k $138.9k | Unchanged |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 53.1k $131.6k | Reduced -26.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 52.3k $129.7k | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 51.5k $127.8k | Added +15.7k |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 51.0k $126.5k | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 48.8k $121.0k | Reduced -6.1k |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 48.4k $120.1k | Reduced -21.1k |