Nelson Peltz’s 13F Filing Triggers 6.51% Invesco Stake Impact, Clean Energy ETF Highlighted
Nelson Peltz’s Trian 13F filing for Q4 2025 shows a -6.51% impact from his Invesco stake and increased GE Aerospace by 552 shares to 4.03M ($1.24B) and GE HealthCare by 15 shares to 4,044 ($332K). The Invesco Global Clean Energy ETF is flagged as offering February 2026 value.
1. Trian’s Q4 2025 Filing Hits Invesco Stake
In Q4 2025, Trian, led by Nelson Peltz, filed its 13F revealing that the fund’s position in Invesco contributed a 6.51% drag on overall portfolio performance, underscoring the influence of his active ownership approach.
2. Key Equity Position Adjustments by Peltz
The filing details a 552-share increase in GE Aerospace to 4,030,765 shares (valued at $1.24 billion) and a 15-share rise in GE HealthCare to 4,044 shares (valued at $332 thousand), alongside reductions in two other holdings, reflecting Trian’s selective sector rebalancing.
3. Valuation Case for Invesco Global Clean Energy ETF
The Invesco Global Clean Energy ETF is identified as offering potential value in February 2026, suggesting attractive entry points for renewable energy investors given current sector trends.