Blackstart Capital LP — Q2 2018 13F 持股

Name: Blackstart Capital LP — 13F Holdings, Q2 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001666647

申报总市值

US$1.5亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	D	Dominion Energy INC	股票-公用事业	6.70%	—	+447.06%
2	AEP	American Electric Power	股票-公用事业	6.07%	—	+11.35%
3	EVRG	Evergy INC	股票-公用事业	5.78%	-7.62%	—
4	SRE	Sempra	股票-公用事业	5.73%	—	—
5	FE	Firstenergy CORP	股票-公用事业	5.50%	+1.07%	-4.16%
6	DUK	Duke Energy CORP	股票-公用事业	5.39%	-9.36%	EXIT
7	LNT	Alliant Energy CORP	股票-公用事业	5.00%	—	+35.70%
8	AEE	Ameren Corporation	股票-公用事业	4.63%	—	—
9	ETR	Entergy CORP	股票-公用事业	4.55%	—	-3.71%
10	EP-PC	El Paso Energy Capital Trust I PFD CV TR SECS	股票-其他	4.36%	—	—
11	SJIEUR	South Jersey Industries	股票-其他	3.79%	—	—
12	PPL	Ppl CORP	股票-公用事业	3.70%	-1.06%	-30.48%
13	POR	Portland General Electric Co	股票-公用事业	3.44%	—	—
14	PNW	Pinnacle West Capital	股票-公用事业	3.05%	-6.75%	EXIT
15	HE	Hawaiian Electric Inds	股票-公用事业	2.93%	—	+95.94%
16	OGE	Oge Energy CORP	股票-公用事业	2.70%	+7.02%	NEW
17	NRG	Nrg Energy INC	股票-公用事业	2.42%	—	-47.80%
18	LNG	Cheniere Energy INC	股票-能源	2.31%	—	—
19	KMI	Kinder Morgan INC	股票-能源	2.26%	—	+33.48%
20	WMB	Williams Cos INC	股票-能源	2.22%	—	—
21	BKH	Black Hills CORP	股票-公用事业	2.16%	—	+147.22%
22	XIFR	Xplr Infrastructure LP	股票-公用事业	1.87%	—	+33.52%
23	TXNM	Txnm Energy INC	股票-公用事业	1.75%	-2.25%	—
24	SR	Spire INC	股票-公用事业	1.73%	—	—
25	SPKEEUR	Via Renewables INC	股票-其他	1.66%	—	+64.35%
26	VST	Vistra CORP	股票-公用事业	1.57%	+4.22%	NEW
27	PEGIEUR	Pattern Energy Group INC -a	股票-其他	1.52%	—	+33.47%
28	EIX	Edison International	股票-公用事业	1.43%	-0.35%	-29.14%
29	NRG	NRG Energy, Inc.	股票-公用事业	1.40%	—	—
30	GLNG	Golar LNG Limited	股票-能源	0.93%	—	-43.00%
31	✓	InfraReit Inc	股票-其他	0.83%	—	-57.61%
32	TELLEUR	Tellurian INC	股票-其他	0.56%	—	—
33	PCG	P G & E CORP	股票-公用事业	0.05%	-1.35%	-57.59%

本季持股变动

Blackstart Capital LP 于截至 Q2 2018 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	D	Dominion Energy INC	+5%	+447.06%	加仓
2	BKH	Black Hills CORP	+1.1%	+147.22%	加仓
3	PNW	Pinnacle West Capital	+1%	+101.86%	加仓
4	HE	Hawaiian Electric Inds	+0.9%	+95.94%	加仓
5	KMI	Kinder Morgan INC	+0.3%	+33.48%	加仓
6	XIFR	Xplr Infrastructure LP	+0.2%	+33.52%	加仓
7	FE	Firstenergy CORP	+0.2%	-4.16%	减仓
8	LNT	Alliant Energy CORP	+0.1%	+35.70%	加仓
9	OGE	Oge Energy CORP	+0.1%	+33.54%	加仓
10	PEGIEUR	Pattern Energy Group INC -a	+0.1%	+33.47%	加仓
11	SPKEEUR	Via Renewables INC	0%	+64.35%	加仓
12	GLNG	Golar LNG Limited	-1.2%	-43.00%	减仓
13	AEP	American Electric Power	-1.3%	+11.35%	加仓
14	EIX	Edison International	-1.4%	-29.14%	减仓
15	✓	InfraReit Inc	-1.5%	-57.61%	减仓
16	ETR	Entergy CORP	-1.8%	-3.71%	减仓
17	PPL	Ppl CORP	-3.5%	-30.48%	减仓
18	NRG	Nrg Energy INC	-3.9%	-47.80%	减仓
19	PCG	P G & E CORP	-4.9%	-57.59%	减仓
20	EVRG	Evergy INC	—	NEW	新建仓
21	SRE	Sempra	—	NEW	新建仓
22	DUK	Duke Energy CORP	—	NEW	新建仓
23	GSBC	Great Southern Bancorp, Inc.	—	EXIT	清仓
24	AEE	Ameren Corporation	—	NEW	新建仓
25	EP-PC	El Paso Energy Capital Trust I PFD CV TR SECS	—	NEW	新建仓
26	✓		—	EXIT	清仓
27	SJIEUR	South Jersey Industries	—	NEW	新建仓
28	POR	Portland General Electric Co	—	NEW	新建仓
29	AES	Aes CORP	—	EXIT	清仓
30	UGI	Ugi CORP	—	EXIT	清仓
31	EXC	Exelon CORP	—	EXIT	清仓
32	LNG	Cheniere Energy INC	—	NEW	新建仓
33	WMB	Williams Cos INC	—	NEW	新建仓
34	EQT	Eqt CORP	—	EXIT	清仓
35	CNP	Centerpoint Energy INC	—	EXIT	清仓
36	TXNM	Txnm Energy INC	—	NEW	新建仓
37	SR	Spire INC	—	NEW	新建仓
38	NJR	New Jersey Resources CORP	—	EXIT	清仓
39	VST	Vistra CORP	—	NEW	新建仓
40	NRG	NRG Energy, Inc.	—	NEW	新建仓
41	DYN	Dynegy INC New Del	—	EXIT	清仓
42	✓	Scana CORP New	—	EXIT	清仓
43	TELLEUR	Tellurian INC	—	NEW	新建仓