13F HOLDINGS REPORT
DECADE RENEWABLE PARTNERS LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001892688-23-000093
Total Value
$165.1M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLEX LTD | FLEX | 470,000 | $12.7M | 7.68% |
| 2 | FIRST SOLAR INC | FSLR | 68,000 | $11.0M | 6.65% |
| 3 | PPL CORP | PPLC | 410,503 | $9.7M | 5.86% |
| 4 | AMERICAN ELEC PWR CO INC | 025537101 | 122,200 | $9.2M | 5.57% |
| 5 | SIGMA LITHIUM CORPORATION | SGML | 272,622 | $8.8M | 5.36% |
| 6 | ARRAY TECHNOLOGIES INC | ARRY | 379,400 | $8.4M | 5.10% |
| 7 | AMEREN CORP | AEE | 100,507 | $7.5M | 4.55% |
| 8 | PG&E CORP | PCG-PX | 434,682 | $7.0M | 4.25% |
| 9 | SOUTHERN CO | SOMN | 104,800 | $6.8M | 4.11% |
| 10 | BWX TECHNOLOGIES INC | BWXT | 85,000 | $6.4M | 3.86% |
| 11 | SEMPRA | SREA | 92,186 | $6.3M | 3.80% |
| 12 | HUDBAY MINERALS INC | HBM | 1,215,636 | $5.9M | 3.58% |
| 13 | NISOURCE INC | NI | 222,275 | $5.5M | 3.32% |
| 14 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 284,400 | $5.2M | 3.14% |
| 15 | ENTERGY CORP NEW | ENO | 55,900 | $5.2M | 3.13% |
| 16 | DAQO NEW ENERGY CORP | DQ | 169,400 | $5.1M | 3.11% |
| 17 | CENTERPOINT ENERGY INC | CNP | 186,900 | $5.0M | 3.04% |
| 18 | ALTUS POWER INC | 02217A102 | 928,263 | $4.9M | 2.95% |
| 19 | RIVIAN AUTOMOTIVE INC | RIVN | 192,600 | $4.7M | 2.83% |
| 20 | TECK RESOURCES LTD | TCKRF | 103,254 | $4.4M | 2.69% |
| 21 | SUNNOVA ENERGY INTL INC. | 86745K104 | 388,153 | $4.1M | 2.46% |
| 22 | CONSOLIDATED EDISON INC | ED | 45,194 | $3.9M | 2.34% |
| 23 | LIVENT CORP | LIVG | 188,448 | $3.5M | 2.10% |
| 24 | NRG ENERGY INC | NRG | 82,555 | $3.2M | 1.93% |
| 25 | AMERESCO INC | AMRC | 71,400 | $2.8M | 1.67% |
| 26 | STEM INC | STEM | 496,375 | $2.1M | 1.27% |
| 27 | SOUTHERN COPPER CORP | SCCO | 27,900 | $2.1M | 1.27% |
| 28 | ALLIANT ENERGY CORP | LNT | 40,500 | $2.0M | 1.19% |
| 29 | NEXTERA ENERGY INC | NEE-PW | 34,170 | $2.0M | 1.19% |