Blackstart Capital LP — Q4 2019 13F 持股

Name: Blackstart Capital LP — 13F Holdings, Q4 2019
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001666647

申报总市值

US$1.5亿

← 返回最新季度

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	AEE	Ameren Corporation	股票-公用事业	7.44%	—	+174.38%
2	CNP	Centerpoint Energy INC	股票-公用事业	6.59%	+2.40%	—
3	NI	Nisource INC	股票-公用事业	6.57%	+7.33%	NEW
4	EIX	Edison International	股票-公用事业	6.56%	-0.35%	+73.50%
5	DTE	Dte Energy Company	股票-公用事业	6.55%	—	—
6	AEP	American Electric Power	股票-公用事业	6.53%	—	+19.08%
7	DUK	Duke Energy CORP	股票-公用事业	6.52%	-9.36%	EXIT
8	AES	Aes CORP	股票-公用事业	6.46%	-1.77%	+39.62%
9	AWK	American Water Works Co INC	股票-公用事业	5.57%	—	+1.16%
10	ATO	Atmos Energy CORP	股票-公用事业	3.29%	—	—
11	UGI	Ugi CORP	股票-公用事业	3.28%	—	+28.04%
12	PPL	Ppl CORP	股票-公用事业	3.27%	-1.06%	+4.10%
13	MDU	Mdu Resources Group INC	股票-公用事业	3.27%	—	-45.25%
14	EXC	Exelon CORP	股票-公用事业	3.26%	—	+26.35%
15	SRE	Sempra	股票-公用事业	3.26%	—	—
16	FE	Firstenergy CORP	股票-公用事业	3.25%	+1.07%	+20.33%
17	AEBA	Allete INC	股票-其他	3.25%	-4.84%	EXIT
18	WTRG	Essential Utilities, Inc.	股票-公用事业	3.24%	—	+13.44%
19	NRG	Nrg Energy INC	股票-公用事业	2.72%	—	-52.78%
20	POR	Portland General Electric Co	股票-公用事业	2.26%	—	—
21	SJIEUR	South Jersey Industries	股票-其他	1.87%	—	-31.36%
22	CWEN	Clearway Energy Inc-c	股票-公用事业	1.84%	—	—
23	BKH	Black Hills CORP	股票-公用事业	1.41%	—	—
24	GLNG	Golar LNG Limited	股票-能源	0.66%	—	—
25	AMLPUSD	Alerian Mlp ETF	ETF-其他	0.59%	-1.18%	EXIT
26	ENPH	Enphase Energy INC	股票-科技	0.17%	+0.28%	NEW
27	GNRC	Generac Holdings INC	股票-工业	0.16%	—	—
28	FSLR	First Solar INC	股票-科技	0.16%	—	—

本季持股变动

Blackstart Capital LP 于截至 Q4 2019 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	AEE	Ameren Corporation	+4%	+174.38%	加仓
2	EIX	Edison International	+2%	+73.50%	加仓
3	AES	Aes CORP	+1.9%	+39.62%	加仓
4	FE	Firstenergy CORP	0%	+20.33%	加仓
5	AEP	American Electric Power	0%	+19.08%	加仓
6	EXC	Exelon CORP	0%	+26.35%	加仓
7	PPL	Ppl CORP	-0.1%	+4.10%	加仓
8	WTRG	Essential Utilities, Inc.	-0.1%	+13.44%	加仓
9	GLNG	Golar LNG Limited	-0.1%	—	不变
10	UGI	Ugi CORP	-0.2%	+28.04%	加仓
11	DUK	Duke Energy CORP	-0.2%	+22.71%	加仓
12	AWK	American Water Works Co INC	-1.2%	+1.16%	加仓
13	SJIEUR	South Jersey Industries	-1.4%	-31.36%	减仓
14	MDU	Mdu Resources Group INC	-3.6%	-45.25%	减仓
15	NRG	Nrg Energy INC	-4.2%	-52.78%	减仓
16	CNP	Centerpoint Energy INC	—	NEW	新建仓
17	NI	Nisource INC	—	NEW	新建仓
18	DTE	Dte Energy Company	—	NEW	新建仓
19	SO	Southern Co/the	—	EXIT	清仓
20	ATO	Atmos Energy CORP	—	NEW	新建仓
21	SRE	Sempra	—	NEW	新建仓
22	AEBA	Allete INC	—	NEW	新建仓
23	ETR	Entergy CORP	—	EXIT	清仓
24	XIFR	Xplr Infrastructure LP	—	EXIT	清仓
25	ES	Eversource Energy	—	EXIT	清仓
26	D	Dominion Energy INC	—	EXIT	清仓
27	HTO	H2o America	—	EXIT	清仓
28	✓	Atlantica Yield PLC	—	EXIT	清仓
29	PEGIEUR	Pattern Energy Group INC -a	—	EXIT	清仓
30	POR	Portland General Electric Co	—	NEW	新建仓
31	CWEN	Clearway Energy Inc-c	—	NEW	新建仓
32	BKH	Black Hills CORP	—	NEW	新建仓
33	JEGBP	Just Energy Group INC	—	EXIT	清仓
34	TELLEUR	Tellurian INC	—	EXIT	清仓
35	AMLPUSD	Alerian Mlp ETF	—	NEW	新建仓
36	WMB	Williams Cos INC	—	EXIT	清仓
37	TPICQ	Tpi Composites INC	—	EXIT	清仓
38	SEDG	Solaredge Technologies INC	—	EXIT	清仓
39	ENPH	Enphase Energy INC	—	NEW	新建仓
40	GNRC	Generac Holdings INC	—	NEW	新建仓
41	FSLR	First Solar INC	—	NEW	新建仓