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Contact Energy (ASX:CEN), a New Zealand electricity generator, has been added to by Pengana Capital Group. In May 2026, Pengana reported it participated in a discounted sell-down of Contact Energy shares by New Zealand infrastructure investor Infratil, using the opportunity to top up its holding. Contact Energy operates in the Utilities sector within the Electric Utilities industry, and Thesis Tracker has captured 2 comments from 2 fund managers, including Pengana Capital Group. Headquartered in Wellington, Contact Energy generates electricity from hydro, geothermal and thermal power stations and retails electricity, gas and broadband to homes and businesses across New Zealand, and has been investing in new geothermal, solar and battery projects and acquired Manawa Energy, positioning it as a major renewable energy generator in a market where electricity demand is expected to grow with electrification. Some commentary linked to this ticker refers to a different company and has not been used here.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Ryder Capital and Pengana Capital Group have invested in Contact Energy Ltd (ASX:CEN).
Pengana highlights the opportunity to add to Contact Energy at a discount through Infratil's sell-down, and its growing renewable generation portfolio.
The available commentary does not detail specific risks, though Contact's earnings depend on hydro inflows, wholesale prices and New Zealand regulation.
Contact Energy Ltd is an electricity generation company based in Wellington, New Zealand. It operates through three segments: Wholesale, Customer, and Unallocated. The Wholesale segment includes revenue from electricity sales to the wholesale market, Commercial and Industrial customers, and the Customer segment. The Customer segment covers energy delivery revenue less energy purchase costs and service and distribution costs. The Unallocated segment includes corporate functions not directly assigned to operating segments and Contact Energy’s share of earnings from associates and joint ventures. The company was founded on November 8, 1995.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.