13F HOLDINGS REPORT (Amended)
DECADE RENEWABLE PARTNERS LP
Quarter ended Q2 2023 · Filed May 16, 2023 · Accession 0001892688-23-000054
Total Value
$273.6M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLEX LTD | FLEX | 1,058,080 | $24.3M | 8.90% |
| 2 | ENPHASE ENERGY INC | ENPH | 103,900 | $21.8M | 7.98% |
| 3 | PPL CORP | PPLC | 553,530 | $15.4M | 5.62% |
| 4 | SIGMA LITHIUM CORPORATION | SGML | 402,145 | $15.1M | 5.53% |
| 5 | CMS ENERGY CORP | CMS-PC | 214,570 | $13.2M | 4.81% |
| 6 | DTE ENERGY CO | DTK | 101,481 | $11.1M | 4.06% |
| 7 | PG&E CORP | PCG-PX | 643,300 | $10.4M | 3.80% |
| 8 | ARRAY TECHNOLOGIES INC | ARRY | 451,400 | $9.9M | 3.61% |
| 9 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 115,127 | $9.3M | 3.41% |
| 10 | RIVIAN AUTOMOTIVE INC | RIVN | 596,400 | $9.2M | 3.37% |
| 11 | NISOURCE INC | NI | 324,000 | $9.1M | 3.31% |
| 12 | CENTERPOINT ENERGY INC | CNP | 288,100 | $8.5M | 3.10% |
| 13 | SUNNOVA ENERGY INTL INC. | 86745K104 | 494,102 | $7.7M | 2.82% |
| 14 | SOLAREDGE TECHNOLOGIES INC | SEDG | 25,200 | $7.7M | 2.80% |
| 15 | AMEREN CORP | AEE | 87,700 | $7.6M | 2.77% |
| 16 | ENTERGY CORP NEW | ENO | 69,726 | $7.5M | 2.75% |
| 17 | VISTRA CORP | VST | 301,957 | $7.2M | 2.65% |
| 18 | FREEPORT-MCMORAN INC | FCX | 176,500 | $7.2M | 2.64% |
| 19 | DAQO NEW ENERGY CORP | DQ | 145,000 | $6.8M | 2.48% |
| 20 | CANADIAN SOLAR INC | CSIQ | 159,700 | $6.4M | 2.32% |
| 21 | FREYR BATTERY | L4135L100 | 700,000 | $6.2M | 2.27% |
| 22 | AMERICAN WTR WKS CO INC NEW | 030420103 | 39,615 | $5.8M | 2.12% |
| 23 | SOUTHERN CO | SOMN | 82,900 | $5.8M | 2.11% |
| 24 | LIVENT CORP | LIVG | 246,616 | $5.4M | 1.96% |
| 25 | PLUG POWER INC | PLUG | 450,000 | $5.3M | 1.93% |
| 26 | STEM INC | STEM | 908,200 | $5.1M | 1.88% |
| 27 | HUDBAY MINERALS INC | HBM | 932,650 | $4.9M | 1.79% |
| 28 | ALTUS POWER INC | 02217A102 | 810,000 | $4.4M | 1.62% |
| 29 | CONSTELLATION ENERGY CORP | CEG | 54,160 | $4.3M | 1.55% |
| 30 | NEXTERA ENERGY PARTNERS LP | NEE-PW | 55,800 | $3.4M | 1.24% |
| 31 | BLOOM ENERGY CORP | BE | 127,509 | $2.5M | 0.93% |
| 32 | PIEDMONT LITHIUM INC | 72016P105 | 40,000 | $2.4M | 0.88% |
| 33 | FIRSTENERGY CORP | FE | 51,847 | $2.1M | 0.76% |
| 34 | SUNLIGHT FINANCIAL HOLDINGS | 86738J106 | 1,876,500 | $586,031 | 0.21% |