84 is the total number of securities Blackstart Capital LP has owned. The longest Blackstart Capital LP has owned a single stock is 13 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| FE | FIRSTENERGY CORP | 10 | 3 | 2.81% | 6.12% | 10.20% | Q4 2016 | Q2 2020 | 13 |
| DUK | DUKE ENERGY CORP NEW | 8 | 1 | 1.73% | 6.05% | 9.36% | Q4 2016 | Q1 2020 | 12 |
| GLNG | GOLAR LNG LTD BERMUDA | 7 | 5 | 0.66% | 1.77% | 3.97% | Q4 2016 | Q4 2019 | 12 |
| PPL | PPL CORP | 4 | 3 | 3.27% | 5.01% | 8.90% | Q4 2016 | Q2 2020 | 11 |
| NI | NISOURCE INC | 4 | 1 | 3.07% | 6.38% | 9.07% | Q4 2016 | Q2 2020 | 10 |
| ETR | ENTERGY CORP NEW | 10 | 10 | 3.37% | 6.01% | 7.97% | Q2 2017 | Q3 2019 | 10 |
| D | DOMINION RES INC VA NEW | 7 | 3 | 1.66% | 5.27% | 6.91% | Q1 2017 | Q3 2019 | 10 |
| NRG | NRG ENERGY INC | 7 | 3 | 2.05% | 5.25% | 10.66% | Q1 2017 | Q4 2019 | 10 |
| PNW | PINNACLE WEST CAP CORP | 8 | 1 | 1.03% | 3.21% | 6.75% | Q1 2017 | Q1 2020 | 10 |
| BKH | BLACK HILLS CORP | 8 | 1 | 1.06% | 2.96% | 8.66% | Q4 2016 | Q4 2019 | 9 |
| CNP | CENTERPOINT ENERGY INC | 4 | 1 | 2.60% | 6.29% | 8.93% | Q1 2018 | Q2 2020 | 8 |
| AES | AES CORP | 4 | 1 | 3.24% | 5.08% | 6.46% | Q1 2017 | Q2 2020 | 8 |
| EVRG | EVERGY INC | 5 | 2 | 4.21% | 7.03% | 11.83% | Q2 2018 | Q2 2020 | 7 |
| PEG | PUBLIC SVC ENTERPRISE ... | 4 | 3 | 3.58% | 5.50% | 7.56% | Q4 2016 | Q1 2019 | 7 |
| AWK | AMERICAN WTR WKS CO IN... | 3 | 2 | 1.38% | 5.16% | 7.57% | Q2 2017 | Q4 2019 | 7 |
| NJR | NEW JERSEY RES | 6 | 1 | 2.22% | 4.62% | 5.94% | Q4 2016 | Q2 2020 | 7 |
| EIX | EDISON INTL | 5 | 2 | 1.43% | 4.47% | 7.40% | Q1 2018 | Q2 2020 | 7 |
| EXC | EXELON CORP | 3 | 2 | 2.12% | 3.98% | 7.72% | Q4 2016 | Q4 2019 | 7 |
| HIFR | INFRAREIT INC | 7 | 7 | 0.83% | 1.59% | 3.45% | Q1 2017 | Q3 2018 | 7 |
| SPKE | SPARK ENERGY INC | 6 | 1 | 0.12% | 1.16% | 1.68% | Q1 2017 | Q1 2019 | 7 |
| OGE | OGE ENERGY CORP | 3 | 1 | 2.58% | 4.09% | 7.02% | Q4 2016 | Q2 2020 | 6 |
| PCG | PG&E CORP | 2 | 2 | 2.55% | 4.02% | 5.54% | Q1 2017 | Q2 2020 | 6 |
| EE | EL PASO ELEC CO | 4 | 1 | 1.87% | 3.21% | 5.48% | Q4 2016 | Q4 2018 | 6 |
| NYLD | NRG YIELD INC | 5 | 1 | 1.40% | 3.15% | 4.25% | Q4 2016 | Q2 2018 | 6 |
| PNM | PNM RES INC | 2 | 1 | 1.00% | 3.00% | 6.40% | Q4 2016 | Q2 2020 | 6 |
| WMB | WILLIAMS COS INC DEL | 3 | 1 | 0.41% | 2.71% | 3.69% | Q4 2016 | Q3 2019 | 6 |
| AEP | AMERICAN ELEC PWR INC | 3 | 2 | 4.62% | 6.24% | 7.41% | Q1 2018 | Q4 2019 | 5 |
| GXP | GREAT PLAINS ENERGY INC | 4 | 1 | 2.78% | 5.58% | 7.48% | Q4 2016 | Q1 2018 | 5 |
| AEE | AMEREN CORP | 3 | 2 | 3.41% | 4.84% | 7.44% | Q2 2018 | Q4 2019 | 5 |
| LNT | ALLIANT ENERGY CORP | 4 | 1 | 3.16% | 4.28% | 5.00% | Q4 2017 | Q2 2019 | 5 |
| UGI | UGI CORP NEW | 3 | 2 | 2.76% | 3.65% | 4.59% | Q4 2017 | Q4 2019 | 5 |
| AY | ATLANTICA YIELD PLC | 4 | 1 | 2.33% | 3.62% | 4.40% | Q4 2018 | Q1 2020 | 5 |
| HE | HAWAIIAN ELEC INDUSTRIES | 5 | 5 | 1.04% | 2.70% | 4.06% | Q4 2017 | Q4 2018 | 5 |
| NEP | NEXTERA ENERGY PARTNER... | 4 | 1 | 1.65% | 2.50% | 3.36% | Q1 2018 | Q3 2019 | 5 |
| TELL | TELLURIAN INC NEW | 4 | 1 | 0.56% | 2.48% | 4.07% | Q2 2018 | Q3 2019 | 5 |
| KMI | KINDER MORGAN INC DEL | 2 | 1 | 1.38% | 2.41% | 3.29% | Q2 2017 | Q4 2018 | 5 |
| SJI | SOUTH JERSEY INDS INC | 2 | 1 | 1.00% | 2.36% | 3.79% | Q3 2017 | Q4 2019 | 5 |
| PEGI | PATTERN ENERGY GROUP INC | 3 | 1 | 1.10% | 1.88% | 3.23% | Q4 2016 | Q3 2019 | 5 |
| SO | SOUTHERN CO | 2 | 1 | 2.42% | 4.94% | 7.44% | Q1 2017 | Q3 2019 | 4 |
| NEE | NEXTERA ENERGY INC | 2 | 1 | 1.94% | 4.79% | 7.04% | Q4 2016 | Q2 2020 | 4 |
| SJW | SJW GROUP | 4 | 4 | 3.29% | 4.00% | 5.00% | Q4 2018 | Q3 2019 | 4 |
| SCG | SCANA CORP NEW | 2 | 1 | 1.03% | 3.92% | 8.41% | Q4 2016 | Q1 2018 | 4 |
| VST | VISTRA ENERGY CORP | 2 | 1 | 1.57% | 3.46% | 4.60% | Q2 2018 | Q2 2020 | 4 |
| DYN | DYNEGY INC NEW DEL | 3 | 1 | 1.70% | 3.19% | 4.49% | Q4 2016 | Q1 2018 | 4 |
| ES | EVERSOURCE ENERGY | 2 | 1 | 2.32% | 3.11% | 4.23% | Q1 2017 | Q2 2020 | 4 |
| POR | PORTLAND GEN ELEC CO | 3 | 1 | 2.26% | 3.10% | 3.44% | Q2 2018 | Q4 2019 | 4 |
| CMS | CMS ENERGY CORP | 2 | 1 | 0.89% | 2.74% | 4.16% | Q4 2016 | Q2 2020 | 4 |
| LNG | CHENIERE ENERGY INC | 2 | 2 | 1.77% | 2.32% | 2.93% | Q2 2018 | Q2 2019 | 4 |
| XEL | XCEL ENERGY INC | 2 | 1 | 5.91% | 6.06% | 6.24% | Q1 2017 | Q1 2019 | 3 |
| VVC | VECTREN CORP | 3 | 3 | 5.30% | 5.34% | 5.40% | Q3 2017 | Q1 2018 | 3 |
| MDU | MDU RES GROUP INC | 3 | 3 | 3.27% | 4.66% | 6.83% | Q2 2019 | Q4 2019 | 3 |
| SRE | SEMPRA ENERGY | 2 | 1 | 3.26% | 4.59% | 5.73% | Q2 2018 | Q4 2019 | 3 |
| ALE | ALLETE INC | 2 | 1 | 2.90% | 3.66% | 4.84% | Q1 2017 | Q1 2020 | 3 |
| WR | WESTAR ENERGY INC | 3 | 3 | 2.18% | 3.20% | 4.96% | Q1 2017 | Q3 2017 | 3 |
| TPIC | TPI COMPOSITES INC | 2 | 1 | 0.40% | 1.58% | 2.47% | Q4 2017 | Q3 2019 | 3 |
| WTRG | ESSENTIAL UTILS INC | 2 | 2 | 4.24% | 4.74% | 5.24% | Q1 2020 | Q2 2020 | 2 |
| ED | CONSOLIDATED EDISON INC | 1 | 1 | 4.23% | 4.50% | 4.77% | Q4 2018 | Q2 2020 | 2 |
| WEC | WEC ENERGY GROUP INC | 1 | 1 | 2.91% | 3.67% | 4.43% | Q4 2016 | Q1 2020 | 2 |
| WTR | AQUA AMERICA INC | 2 | 2 | 3.24% | 3.26% | 3.29% | Q3 2019 | Q4 2019 | 2 |
| NWE | NORTHWESTERN CORP | 2 | 2 | 2.62% | 3.13% | 3.63% | Q4 2018 | Q1 2019 | 2 |
| EQT | EQT CORP | 2 | 2 | 2.05% | 2.41% | 2.77% | Q4 2017 | Q1 2018 | 2 |
| SR | SPIRE INC | 2 | 2 | 1.73% | 2.38% | 3.02% | Q2 2018 | Q3 2018 | 2 |
| SEMG | SEMGROUP CORP | 1 | 1 | 1.20% | 2.34% | 3.49% | Q2 2017 | Q4 2017 | 2 |
| ATO | ATMOS ENERGY CORP | 1 | 1 | 1.18% | 2.24% | 3.29% | Q4 2016 | Q4 2019 | 2 |
| CWEN | CLEARWAY ENERGY INC | 1 | 1 | 1.84% | 2.04% | 2.23% | Q1 2019 | Q4 2019 | 2 |
| CPN | CALPINE CORP | 2 | 2 | 0.39% | 1.78% | 3.16% | Q2 2017 | Q3 2017 | 2 |
| CPK | CHESAPEAKE UTILS CORP | 2 | 2 | 1.06% | 1.07% | 1.08% | Q3 2017 | Q4 2017 | 2 |
| JE | JUST ENERGY GROUP INC | 2 | 2 | 0.68% | 1.03% | 1.39% | Q2 2019 | Q3 2019 | 2 |
| SEDG | SOLAREDGE TECHNOLOGIES... | 2 | 2 | 0.20% | 0.98% | 1.75% | Q2 2019 | Q3 2019 | 2 |
| NFE | NEW FORTRESS ENERGY LLC | 2 | 2 | 0.52% | 0.98% | 1.43% | Q1 2020 | Q2 2020 | 2 |
| AMLP | ALPS ETF TR | 2 | 2 | 0.59% | 0.88% | 1.18% | Q4 2019 | Q1 2020 | 2 |
| CQH | CHENIERE ENERGY PTNRS ... | 2 | 2 | 0.48% | 0.49% | 0.50% | Q2 2017 | Q3 2017 | 2 |
| ENPH | ENPHASE ENERGY INC | 1 | 1 | 0.17% | 0.22% | 0.28% | Q4 2019 | Q2 2020 | 2 |
| DTE | DTE ENERGY CO | 1 | 1 | 6.54% | 6.54% | 6.54% | Q4 2019 | Q4 2019 | 1 |
| AQN | ALGONQUIN PWR UTILS CORP | 1 | 1 | 4.22% | 4.22% | 4.22% | Q2 2020 | Q2 2020 | 1 |
| VXX | BARCLAYS BK PLC | 1 | 1 | 2.68% | 2.68% | 2.68% | Q2 2020 | Q2 2020 | 1 |
| TGE | TALLGRASS ENERGY LP | 1 | 1 | 1.38% | 1.38% | 1.38% | Q1 2020 | Q1 2020 | 1 |
| GLOG | GASLOG LTD | 1 | 1 | 1.10% | 1.10% | 1.10% | Q1 2017 | Q1 2017 | 1 |
| RUN | SUNRUN INC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2019 | Q2 2019 | 1 |
| CBI | CHICAGO BRIDGE & IRON ... | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2017 | Q3 2017 | 1 |
| GNRC | GENERAC HLDGS INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
| FSLR | FIRST SOLAR INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
| FE | FIRSTENERGY CORP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2018 | Q1 2018 | 1 |
| PCG | PG&E CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Download | |||||||||
The securities at the top of the list , including FIRSTENERGY CORP, DUKE ENERGY CORP NEW, and GOLAR LNG LTD BERMUDA, are the highest-conviction holdings of Blackstart Capital LP.
The conviction is calculated by counting the number of quarters a security has been reported by Blackstart Capital LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Blackstart Capital LP owns currently or has owned in the past.