Clean Energy Fuels Corp.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Clean Energy Fuels Corp.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Clean Energy Fuels Corp. provides natural gas as an alternative fuel for vehicle fleets and related fueling solutions, primarily in the United States and Canada. It supplies renewable natural gas (RNG), compressed natural gas (CNG), and liquefied natural gas (LNG) for medium and heavy-duty vehicles; and offers operation and maintenance services for public and private vehicle fleet customer stations. The company also designs, builds, operates, and maintains fueling stations; and sells and services compressors and other equipment that are used in RNG production and fueling stations. In addition, it transports and sells CNG, RNG, and LNG through virtual natural gas pipelines and interconnects; sells U.S. federal, state, and local government credits, such as RNG as a vehicle fuel, including Renewable Identification Numbers and Low Carbon Fuel Standards credits; and obtains federal, state, and local credits, grants, and incentives. Further, the company focuses on developing, owning, and operating dairy and other livestock waste RNG projects. It serves heavy-duty trucking, airports, refuse, public transit, industrial, and institutional energy users, as well as government fleets. As of December 31, 2021, the company served approximately 1,000 fleet customers operating approximately 48,000 vehicles; and owned, operated, or supplied approximately 548 fueling stations in 42 states in the United States and 25 fueling stations in Canada. Clean Energy Fuels Corp. was incorporated in 2001 and is headquartered in Newport Beach, California.
Clean Energy Fuels Corp. provides natural gas as an alternative fuel for vehicle fleets and related fueling solutions, primarily in the United States and Canada. It supplies renewable natural gas (RNG), compressed natural gas (CNG), and liquefied natural gas (LNG) for medium and heavy-duty vehicles; and offers operation and maintenance services for public and private vehicle fleet customer stations. The company also designs, builds, operates, and maintains fueling stations; and sells and services compressors and other equipment that are used in RNG production and fueling stations. In addition, it transports and sells CNG, RNG, and LNG through virtual natural gas pipelines and interconnects; sells U.S. federal, state, and local government credits, such as RNG as a vehicle fuel, including Renewable Identification Numbers and Low Carbon Fuel Standards credits; and obtains federal, state, and local credits, grants, and incentives. Further, the company focuses on developing, owning, and operating dairy and other livestock waste RNG projects. It serves heavy-duty trucking, airports, refuse, public transit, industrial, and institutional energy users, as well as government fleets. As of December 31, 2021, the company served approximately 1,000 fleet customers operating approximately 48,000 vehicles; and owned, operated, or supplied approximately 548 fueling stations in 42 states in the United States and 25 fueling stations in Canada. Clean Energy Fuels Corp. was incorporated in 2001 and is headquartered in Newport Beach, California.
No thesis.
No other changes.
No other changes.
Annual filing, covered
10-K parsed · Feb 24 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 24 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
−15.32%
vs ±13.8% implied · ×1.11
shaded = implied · ▲▼ = realized
Clean Energy Fuels Corp.
1.56
Tall tick = annual report · Source: EDGAR
Same SIC code · 4
Same SEC industry code: Sempra, UGI Corp, Montauk Renewables, Inc. and 1 more; of Clean Energy Fuels Corp.'s 6 closest co-movers, none share that code.
Same SIC code · 4
Same SEC industry code: Sempra, UGI Corp, Montauk Renewables, Inc. and 1 more; of Clean Energy Fuels Corp.'s 6 closest co-movers, none share that code.
Closest co-movers · 499d
SMLinked news
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $30.8M | 13.55% | −2.53% |
| Grantham, Mayo, Van Otterloo | $22.4M | 9.87% | −2.34% |
| Global Alpha | $19.5M | 8.59% | +33.53% |
| Vanguardindex-like | $15.1M | 6.65% | +1.81% |
| State Streetindex-like | $13.1M | 5.76% | +9.13% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $30.8M | 13.55% | −2.53% |
| Grantham, Mayo, Van Otterloo | $22.4M | 9.87% | −2.34% |
| Global Alpha | $19.5M | 8.59% | +33.53% |
| Vanguardindex-like | $15.1M | 6.65% | +1.81% |
| State Streetindex-like | $13.1M | 5.76% | +9.13% |
Expected move
Inputsstraddle ±13.6%
spot 1.56exp Nov 20ATM strike 1.5ATM straddle 0.25IV 93%