Jeremy Grantham's CLNE Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 10.94 M shares of Clean Energy Fuels Corp. (CLNE) worth $22.42 M, representing 0.05% of the portfolio. First purchased in 2021-Q1, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in CLNE, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2021, adding 7.06 M shares. Largest reduction occurred in Q3 2022, reducing 3.3 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Clean Energy Fuels (CLNE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Clean Energy Fuels (CLNE) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -262,104 | Reduce 2.34% | 10.94 M | $2.05 |
| Q1 2026 | -117,800 | Reduce 1.04% | 11.2 M | $2.48 |
| Q4 2025 | -535,731 | Reduce 4.52% | 11.32 M | $2.10 |
| Q3 2025 | +237,816 | Add 2.05% | 11.85 M | $2.58 |
| Q2 2025 | -1.61 M | Reduce 12.21% | 11.61 M | $1.95 |
| Q1 2025 | -3.17 M | Reduce 19.32% | 13.23 M | $1.55 |
| Q4 2024 | -1.24 M | Reduce 7.05% | 16.4 M | $2.51 |
| Q3 2024 | -1.44 M | Reduce 7.55% | 17.64 M | $3.11 |
| Q2 2024 | +1.56 M | Add 8.93% | 19.08 M | $2.67 |
| Q1 2024 | +1.43 M | Add 8.88% | 17.52 M | $2.68 |
| Q4 2023 | +2.33 M | Add 16.96% | 16.09 M | $3.83 |
| Q3 2023 | -287,152 | Reduce 2.05% | 13.75 M | $3.83 |
| Q2 2023 | -1.15 M | Reduce 7.55% | 14.04 M | $4.96 |
| Q1 2023 | +3.61 M | Add 31.22% | 15.19 M | $4.36 |
| Q4 2022 | -1.16 M | Reduce 9.09% | 11.57 M | $5.20 |
| Q3 2022 | -3.3 M | Reduce 20.56% | 12.73 M | $5.34 |
| Q2 2022 | -429,092 | Reduce 2.61% | 16.03 M | $4.48 |
| Q1 2022 | +4.1 M | Add 33.17% | 16.46 M | $7.94 |
| Q4 2021 | +151,647 | Add 1.24% | 12.36 M | $6.13 |
| Q3 2021 | +4.75 M | Add 63.68% | 12.21 M | $8.15 |
| Q2 2021 | +7.06 M | Add 1780.33% | 7.46 M | $10.15 |
| Q1 2021 | +396,593 | New Buy | 396,593 | $13.74 |
Jeremy Grantham's Clean Energy Fuels Investment FAQs
Jeremy Grantham first purchased Clean Energy Fuels Corp. (CLNE) in Q1 2021, acquiring 396,593 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Clean Energy Fuels Corp. (CLNE) for 22 quarters since Q1 2021.
Jeremy Grantham's largest addition to Clean Energy Fuels Corp. (CLNE) was in Q2 2021, adding 7,457,253 shares worth $75.69 M.
According to the latest 13F filing for Q2 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 10,935,829 shares of Clean Energy Fuels Corp. (CLNE), valued at approximately $22.42 M.
As of the Q2 2026 filing, Clean Energy Fuels Corp. (CLNE) represents approximately 0.05% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Clean Energy Fuels Corp. (CLNE) was 19,080,418 shares, as reported at the end of Q2 2024.