VanEck Low Carbon Energy ETF (SMOG) is an ETF managed by Independent / Boutique. Its largest position is NEXTERA ENERGY INC (NEE), representing 8.12% of fund assets.
VanEck Low Carbon Energy ETF Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SMOG
- Type:
- ETF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 28, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
NEXTERA ENERGY INC
|
8.12% | $10,766,463.84 | 115,918 |
|
-
Tesla, Inc.
|
7.30% | $9,685,574.50 | 26,054 |
|
-
IBERDROLA SA
|
7.20% | $9,549,072.01 | 418,418 |
|
-
BYD CO LTD
|
6.55% | $8,686,476.02 | 635,298 |
|
-
ENEL SPA
|
6.48% | $8,602,105.33 | 789,307 |
|
-
VESTAS WIND SYSTEMS A/S
|
5.20% | $6,901,816.19 | 229,472 |
|
-
Bloom Energy Corp
|
4.69% | $6,216,416.69 | 45,881 |
|
-
SAMSUNG SDI CO. LTD.
|
3.44% | $4,560,822.11 | 16,460 |
|
-
FIRST SOLAR, INC.
|
3.06% | $4,053,298.48 | 20,548 |
|
-
AXIA Energia S.A.
|
2.91% | $3,855,786.00 | 341,825 |
|
-
Rivian Automotive, Inc. / DE
|
2.44% | $3,232,348.70 | 214,774 |
|
-
Nextpower Inc.
|
2.38% | $3,153,226.35 | 26,157 |
|
-
STATE STREET GLOBAL ADVISORS
|
2.29% | $3,041,378.05 | 3,041,378 |
|
-
NIO Inc.
|
2.22% | $2,947,355.46 | 488,782 |
|
-
ORSTED AS
|
2.20% | $2,918,701.48 | 118,062 |
|
-
KINGSPAN GROUP PLC
|
2.15% | $2,858,006.43 | 33,529 |
|
-
Li Auto Inc.
|
2.05% | $2,715,633.81 | 152,307 |
|
-
XPENG INC.
|
1.83% | $2,423,819.71 | 141,661 |
|
-
CONTEMPORARY AMPEREX TECHNOLOGY CO.LTD.
|
1.60% | $2,128,478.62 | 26,700 |
|
-
LG ENERGY SOLUTION LTD.
|
1.48% | $1,961,230.48 | 7,169 |
|
-
NIBE INDUSTRIER AB
|
1.35% | $1,795,655.40 | 432,449 |
|
-
NORDEX SE
|
1.30% | $1,728,464.98 | 31,996 |
|
-
Owens Corning
|
1.26% | $1,665,722.24 | 15,392 |
|
-
ACCIONA SA
|
1.25% | $1,651,954.87 | 6,302 |
|
-
ECOPRO BM CO. LTD.
|
1.23% | $1,636,083.78 | 12,488 |
|
-
TOPBUILD CORP
|
1.05% | $1,388,337.60 | 3,952 |
|
-
ORMAT TECHNOLOGIES, INC.
|
0.98% | $1,303,979.92 | 11,651 |
|
-
ENERGY CO OF PARANA
|
0.98% | $1,295,740.74 | 108,521 |
|
-
Brookfield Renewable Corp
|
0.97% | $1,281,848.89 | 32,183 |
|
-
EDP RENOVAVEIS SA
|
0.94% | $1,243,349.76 | 77,820 |
|
-
EnerSys
|
0.94% | $1,242,098.00 | 7,150 |
|
-
CONTACT ENERGY LIMITED
|
0.81% | $1,070,824.79 | 202,936 |
|
-
NORTHLAND POWER INC
|
0.79% | $1,049,618.47 | 62,759 |
|
-
MERIDIAN ENERGY LIMITED
|
0.79% | $1,049,032.36 | 330,122 |
|
-
HORIBA LTD
|
0.75% | $1,001,522.70 | 8,584 |
|
-
Enphase Energy, Inc.
|
0.71% | $936,515.89 | 24,769 |
|
-
Installed Building Products, Inc.
|
0.69% | $912,911.45 | 3,443 |
|
-
JOHNSON MATTHEY PLC
|
0.67% | $885,593.49 | 35,184 |
|
-
ENERGY CO OF MINAS GERAIS
|
0.64% | $848,657.93 | 355,087 |
|
-
DRAX GROUP PLC
|
0.59% | $780,710.48 | 66,308 |
|
-
HA Sustainable Infrastructure Capital, Inc.
|
0.58% | $769,728.75 | 20,945 |
|
-
QuantumScape Corp
|
0.57% | $759,047.74 | 118,973 |
|
-
HANWHA SOLUTIONS CORP.
|
0.54% | $720,983.29 | 28,088 |
|
-
GCL TECHNOLOGY HOLDINGS LTD
|
0.50% | $659,415.24 | 5,936,000 |
|
-
TRANSALTA CORP
|
0.49% | $655,262.00 | 50,020 |
|
-
MERCURY NZ LTD
|
0.48% | $632,874.45 | 177,322 |
|
-
VERBUND AG
|
0.47% | $629,076.62 | 8,258 |
|
-
ROCKWOOL A/S
|
0.47% | $620,326.72 | 22,404 |
|
-
ZHEJIANG LEAPMOTOR TECHNOLOGY CO LTD.
|
0.42% | $563,536.34 | 92,400 |
|
-
Sunrun Inc.
|
0.42% | $560,163.60 | 41,310 |
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