13F HOLDINGS REPORT
DECADE RENEWABLE PARTNERS LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001892688-23-000065
Total Value
$216.0M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLEX LTD | FLEX | 600,000 | $16.6M | 7.68% |
| 2 | EXELON CORP | EXC | 360,506 | $14.7M | 6.80% |
| 3 | PPL CORP | PPLC | 541,519 | $14.3M | 6.63% |
| 4 | PG&E CORP | PCG-PX | 585,882 | $10.1M | 4.69% |
| 5 | TECK RESOURCES LTD | TCKRF | 239,678 | $10.1M | 4.67% |
| 6 | FIRST SOLAR INC | FSLR | 51,562 | $9.8M | 4.54% |
| 7 | SIGMA LITHIUM CORPORATION | SGML | 239,999 | $9.7M | 4.48% |
| 8 | DUKE ENERGY CORP NEW | DUKB | 94,900 | $8.5M | 3.94% |
| 9 | SOUTHERN CO | SOMN | 117,000 | $8.2M | 3.81% |
| 10 | SOLAREDGE TECHNOLOGIES INC | SEDG | 28,000 | $7.5M | 3.49% |
| 11 | NISOURCE INC | NI | 265,088 | $7.3M | 3.36% |
| 12 | HUDBAY MINERALS INC | HBM | 1,451,550 | $7.0M | 3.22% |
| 13 | LITHIUM AMERS CORP NEW | LTUM | 322,700 | $6.5M | 3.02% |
| 14 | FREYR BATTERY | L4135L100 | 620,300 | $5.8M | 2.69% |
| 15 | DAQO NEW ENERGY CORP | DQ | 144,803 | $5.7M | 2.66% |
| 16 | ALTUS POWER INC | 02217A102 | 1,056,100 | $5.7M | 2.64% |
| 17 | VISTRA CORP | VST | 213,097 | $5.6M | 2.59% |
| 18 | AES CORP | AES | 263,769 | $5.5M | 2.53% |
| 19 | ARRAY TECHNOLOGIES INC | ARRY | 235,000 | $5.3M | 2.46% |
| 20 | CMS ENERGY CORP | CMS-PC | 89,040 | $5.2M | 2.42% |
| 21 | ENPHASE ENERGY INC | ENPH | 30,000 | $5.0M | 2.33% |
| 22 | RIVIAN AUTOMOTIVE INC | RIVN | 300,000 | $5.0M | 2.31% |
| 23 | XCEL ENERGY INC | XELLL | 77,500 | $4.8M | 2.23% |
| 24 | PLUG POWER INC | PLUG | 450,000 | $4.7M | 2.16% |
| 25 | SEMPRA | SREA | 30,700 | $4.5M | 2.07% |
| 26 | AMERESCO INC | AMRC | 85,000 | $4.1M | 1.91% |
| 27 | CHART INDS INC | 16115Q308 | 25,000 | $4.0M | 1.85% |
| 28 | ALBEMARLE CORP | ALB-PA | 16,217 | $3.6M | 1.67% |
| 29 | BLOOM ENERGY CORP | BE | 200,000 | $3.3M | 1.51% |
| 30 | STEM INC | STEM | 416,082 | $2.4M | 1.10% |
| 31 | FIRSTENERGY CORP | FE | 60,500 | $2.4M | 1.09% |
| 32 | DTE ENERGY CO | DTK | 14,000 | $1.5M | 0.71% |
| 33 | TPI COMPOSITES INC | TPICQ | 100,000 | $1.0M | 0.48% |
| 34 | SUNLIGHT FINANCIAL HOLDINGS | 86738J106 | 1,876,500 | $544,185 | 0.25% |