Blackstart Capital LP — Q1 2020 13F 持股

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

CIK: 0001666647

申报总市值

US$1.5亿

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

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

CIK: 0001666647

申报总市值

US$1.5亿

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	EVRG	Evergy INC	股票-公用事业	11.83%	-7.62%	—
2	DUK	Duke Energy CORP	股票-公用事业	9.36%	-9.36%	EXIT
3	FE	Firstenergy CORP	股票-公用事业	9.13%	+1.07%	-20.80%
4	EIX	Edison International	股票-公用事业	7.40%	-0.35%	-63.85%
5	PNW	Pinnacle West Capital	股票-公用事业	6.75%	-6.75%	EXIT
6	TXNM	Txnm Energy INC	股票-公用事业	6.40%	-2.25%	—
7	AES	Aes CORP	股票-公用事业	6.22%	-1.77%	-67.23%
8	PCG	P G & E CORP	股票-公用事业	5.54%	-1.35%	—
9	PPL	Ppl CORP	股票-公用事业	5.31%	-1.06%	-45.09%
10	WTRG	Essential Utilities INC	股票-公用事业	5.24%	-1.00%	—
11	AEBA	Allete INC	股票-其他	4.84%	-4.84%	EXIT
12	CNP	Centerpoint Energy INC	股票-公用事业	4.66%	+2.40%	-70.97%
13	NEE	Nextera Energy INC	股票-公用事业	4.51%	+2.53%	—
14	WEC	Wec Energy Group INC	股票-公用事业	4.43%	-4.43%	EXIT
15	✓	Atlantica Yield PLC	股票-其他	4.41%	-4.41%	EXIT
16	NFE	New Fortress Energy INC	股票-其他	1.43%	-0.91%	—
17	TEGPUSD	Tallgrass Energy LP	股票-其他	1.38%	-1.38%	EXIT
18	AMLPUSD	Alerian Mlp ETF	ETF-其他	1.18%	-1.18%	EXIT

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