Blackstart Capital LP — Q1 2020 13F Holdings

Name: Blackstart Capital LP — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001666647

Total reported value

$150.6M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	EVRG	Evergy INC	Stock-Utilities	11.83%	-7.62%	—
2	DUK	Duke Energy CORP	Stock-Utilities	9.36%	-9.36%	EXIT
3	FE	Firstenergy CORP	Stock-Utilities	9.13%	+1.07%	-20.80%
4	EIX	Edison International	Stock-Utilities	7.40%	-0.35%	-63.85%
5	PNW	Pinnacle West Capital	Stock-Utilities	6.75%	-6.75%	EXIT
6	TXNM	Txnm Energy INC	Stock-Utilities	6.40%	-2.25%	—
7	AES	Aes CORP	Stock-Utilities	6.22%	-1.77%	-67.23%
8	PCG	P G & E CORP	Stock-Utilities	5.54%	-1.35%	—
9	PPL	Ppl CORP	Stock-Utilities	5.31%	-1.06%	-45.09%
10	WTRG	Essential Utilities INC	Stock-Utilities	5.24%	-1.00%	—
11	AEBA	Allete INC	Stock-Other	4.84%	-4.84%	EXIT
12	CNP	Centerpoint Energy INC	Stock-Utilities	4.66%	+2.40%	-70.97%
13	NEE	Nextera Energy INC	Stock-Utilities	4.51%	+2.53%	—
14	WEC	Wec Energy Group INC	Stock-Utilities	4.43%	-4.43%	EXIT
15	✓	Atlantica Yield PLC	Stock-Other	4.41%	-4.41%	EXIT
16	NFE	New Fortress Energy INC	Stock-Other	1.43%	-0.91%	—
17	TEGPUSD	Tallgrass Energy LP	Stock-Other	1.38%	-1.38%	EXIT
18	AMLPUSD	Alerian Mlp ETF	ETF-Other	1.18%	-1.18%	EXIT

Position changes disclosed by Blackstart Capital LP for the quarter ending Q1 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	FE	Firstenergy CORP	+5.9%	-20.80%	Trim
2	DUK	Duke Energy CORP	+2.8%	-62.38%	Trim
3	PPL	Ppl CORP	+2%	-45.09%	Trim
4	AEBA	Allete INC	+1.6%	-53.63%	Trim
5	EIX	Edison International	+0.8%	-63.85%	Trim
6	AMLPUSD	Alerian Mlp ETF	+0.6%	+15.86%	Add
7	AES	Aes CORP	-0.2%	-67.23%	Trim
8	CNP	Centerpoint Energy INC	-1.9%	-70.97%	Trim
9	AEE	Ameren Corporation	—	EXIT	Sold out
10	NI	Nisource INC	—	EXIT	Sold out
11	DTE	Dte Energy Company	—	EXIT	Sold out
12	AEP	American Electric Power	—	EXIT	Sold out
13	AWK	American Water Works Co INC	—	EXIT	Sold out
14	ATO	Atmos Energy CORP	—	EXIT	Sold out
15	UGI	Ugi CORP	—	EXIT	Sold out
16	MDU	Mdu Resources Group INC	—	EXIT	Sold out
17	EXC	Exelon CORP	—	EXIT	Sold out
18	SRE	Sempra	—	EXIT	Sold out
19	WTRG	Essential Utilities, Inc.	—	EXIT	Sold out
20	EVRG	Evergy INC	—	NEW	New buy
21	NRG	Nrg Energy INC	—	EXIT	Sold out
22	POR	Portland General Electric Co	—	EXIT	Sold out
23	SJIEUR	South Jersey Industries	—	EXIT	Sold out
24	CWEN	Clearway Energy Inc-c	—	EXIT	Sold out
25	PNW	Pinnacle West Capital	—	NEW	New buy
26	TXNM	Txnm Energy INC	—	NEW	New buy
27	BKH	Black Hills CORP	—	EXIT	Sold out
28	PCG	P G & E CORP	—	NEW	New buy
29	WTRG	Essential Utilities INC	—	NEW	New buy
30	NEE	Nextera Energy INC	—	NEW	New buy
31	WEC	Wec Energy Group INC	—	NEW	New buy
32	✓	Atlantica Yield PLC	—	NEW	New buy
33	GLNG	Golar LNG Limited	—	EXIT	Sold out
34	NFE	New Fortress Energy INC	—	NEW	New buy
35	TEGPUSD	Tallgrass Energy LP	—	NEW	New buy
36	ENPH	Enphase Energy INC	—	EXIT	Sold out
37	GNRC	Generac Holdings INC	—	EXIT	Sold out
38	FSLR	First Solar INC	—	EXIT	Sold out