13F HOLDINGS REPORT
DECADE RENEWABLE PARTNERS LP
Quarter ended Q1 2023 · Filed February 8, 2023 · Accession 0001892688-23-000016
Total Value
$267.6M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLEX LTD | FLEX | 907,136 | $19.5M | 7.27% |
| 2 | DTE ENERGY CO | DTK | 118,348 | $13.9M | 5.20% |
| 3 | PPL CORP | PPLC | 429,624 | $12.6M | 4.69% |
| 4 | SOLAREDGE TECHNOLOGIES INC | SEDG | 40,736 | $11.5M | 4.31% |
| 5 | CANADIAN SOLAR INC | CSIQ | 373,100 | $11.5M | 4.31% |
| 6 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 141,397 | $11.3M | 4.22% |
| 7 | EVERGY INC | EVRG | 167,400 | $10.5M | 3.94% |
| 8 | ENPHASE ENERGY INC | ENPH | 39,400 | $10.4M | 3.90% |
| 9 | PG&E CORP | PCG-PX | 627,600 | $10.2M | 3.81% |
| 10 | AMEREN CORP | AEE | 114,500 | $10.2M | 3.80% |
| 11 | STEM INC | STEM | 1,110,300 | $9.9M | 3.71% |
| 12 | ENTERGY CORP NEW | ENO | 86,699 | $9.8M | 3.64% |
| 13 | NISOURCE INC | NI | 353,600 | $9.7M | 3.62% |
| 14 | LITHIUM AMERS CORP NEW | LTUM | 485,128 | $9.2M | 3.44% |
| 15 | ALLIANT ENERGY CORP | LNT | 159,800 | $8.8M | 3.30% |
| 16 | SOUTHERN CO | SOMN | 115,291 | $8.2M | 3.08% |
| 17 | CMS ENERGY CORP | CMS-PC | 114,678 | $7.3M | 2.71% |
| 18 | CHART INDS INC | 16115Q308 | 62,300 | $7.2M | 2.68% |
| 19 | MAXEON SOLAR TECHNOLOGIES LT | MAXN | 428,863 | $6.9M | 2.57% |
| 20 | CENTERPOINT ENERGY INC | CNP | 224,600 | $6.7M | 2.52% |
| 21 | FREYR BATTERY | L4135L100 | 726,527 | $6.3M | 2.36% |
| 22 | ARRAY TECHNOLOGIES INC | ARRY | 306,300 | $5.9M | 2.21% |
| 23 | TECK RESOURCES LTD | TCKRF | 135,370 | $5.1M | 1.91% |
| 24 | SIGMA LITHIUM CORPORATION | SGML | 161,207 | $4.5M | 1.70% |
| 25 | LIVENT CORP | LIVG | 228,560 | $4.5M | 1.70% |
| 26 | ENOVIX CORPORATION | ENVX | 363,051 | $4.5M | 1.69% |
| 27 | VISTRA CORP | VST | 192,400 | $4.5M | 1.67% |
| 28 | ITRON INC | ITRI | 84,489 | $4.3M | 1.60% |
| 29 | ALTUS POWER INC | 02217A102 | 650,000 | $4.2M | 1.58% |
| 30 | JINKOSOLAR HLDG CO LTD | JKS | 96,500 | $3.9M | 1.47% |
| 31 | HUDBAY MINERALS INC | HBM | 741,850 | $3.7M | 1.40% |
| 32 | NEXTERA ENERGY INC | NEE-PW | 43,860 | $3.7M | 1.37% |
| 33 | FORD MTR CO DEL | 345370860 | 250,300 | $2.9M | 1.09% |
| 34 | SUNLIGHT FINANCIAL HOLDINGS | 86738J106 | 1,888,890 | $2.4M | 0.91% |
| 35 | FIRSTENERGY CORP | FE | 38,906 | $1.6M | 0.61% |