LNZ Capital LP — Q2 2021 13F 持股

Name: LNZ Capital LP — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001666868

申報總市值

US$1.4億

本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	EVRG	Evergy INC	股票-公用事業	13.13%	—	—
2	ETR	Entergy CORP	股票-公用事業	12.55%	—	-17.36%
3	AES	Aes CORP	股票-公用事業	11.71%	—	+313.33%
4	AEP	American Electric Power	股票-公用事業	9.19%	—	—
5	GM	General Motors Co	股票-循環性消費	8.14%	—	+52.00%
6	OGE	Oge Energy CORP	股票-公用事業	7.62%	—	—
7	PEG	Public Service Enterprise Gp	股票-公用事業	7.36%	—	-52.91%
8	CNP	Centerpoint Energy INC	股票-公用事業	6.57%	—	—
9	CMS	Cms Energy CORP	股票-公用事業	6.21%	—	—
10	MGA	Magna International INC	股票-循環性消費	5.47%	—	+163.07%
11	F	Ford Motor Co	股票-循環性消費	4.84%	—	+8.43%
12	APTV	Aptiv PLC	股票-循環性消費	3.34%	—	+12.82%
13	POR	Portland General Electric Co	股票-公用事業	1.68%	—	—
14	ADNT	Adient plc	股票-其他	1.43%	—	—
15	✓	Decarbonization	股票-其他	0.75%	—	—

LNZ Capital LP 於截至 Q2 2021 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	PEG	Public Service Enterprise Gp	—	EXIT	清倉
2	ETR	Entergy CORP	—	EXIT	清倉
3	NEE	Nextera Energy INC	—	EXIT	清倉
4	SRE	Sempra	—	EXIT	清倉
5	✓	Alussa Energy Acquisition Co	—	EXIT	清倉
6	GM	General Motors Co	—	EXIT	清倉
7	F	Ford Motor Co	—	EXIT	清倉
8	WEC	Wec Energy Group INC	—	EXIT	清倉
9	AES	Aes CORP	—	EXIT	清倉
10	APTV	Aptiv PLC	—	EXIT	清倉
11	XEL	Xcel Energy INC	—	EXIT	清倉
12	DUK	Duke Energy CORP	—	EXIT	清倉
13	MGA	Magna International INC	—	EXIT	清倉
14	ES	Eversource Energy	—	EXIT	清倉
15	EIX	Edison International	—	EXIT	清倉
16	✓	Climate Real Impact Slutins	—	EXIT	清倉
17	✓	Ivanhoe Capital Acquistin Co	—	EXIT	清倉
18	CLIMW	Climate Real Impact Sol-cw27	—	EXIT	清倉
19	✓	Switchback Ii Corporation	—	EXIT	清倉