$53.3 Million is the total value of Blackstart Capital LP's 18 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 1000.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EVRG | New | EVERGY INC | $6,303,000 | – | 114,502 | +100.0% | 11.83% | – |
| PNW | New | PINNACLE WEST CAP CORP | $3,594,000 | – | 47,417 | +100.0% | 6.75% | – |
| PNM | New | PNM RES INC | $3,410,000 | – | 89,728 | +100.0% | 6.40% | – |
| PCG | New | PG&E CORP | $2,949,000 | – | 328,075 | +100.0% | 5.54% | – |
| WTRG | New | ESSENTIAL UTILS INC | $2,794,000 | – | 68,647 | +100.0% | 5.24% | – |
| NEE | New | NEXTERA ENERGY INC | $2,404,000 | – | 9,992 | +100.0% | 4.51% | – |
| WEC | New | WEC ENERGY GROUP INC | $2,358,000 | – | 26,759 | +100.0% | 4.43% | – |
| AY | New | ATLANTICA YIELD PLC | $2,347,000 | – | 105,245 | +100.0% | 4.40% | – |
| NFE | New | NEW FORTRESS ENERGY LLC | $762,000 | – | 77,855 | +100.0% | 1.43% | – |
| TGE | New | TALLGRASS ENERGY LP | $734,000 | – | 44,619 | +100.0% | 1.38% | – |
| AMLP | Buy | ALPS ETF TRalerian mlp | $629,000 | -53.1% | 182,743 | +15.9% | 1.18% | +101.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRSTENERGY CORP | 13 | Q2 2020 | 10.2% |
| DUKE ENERGY CORP NEW | 12 | Q1 2020 | 9.4% |
| GOLAR LNG LTD BERMUDA | 12 | Q4 2019 | 4.0% |
| PPL CORP | 11 | Q2 2020 | 8.9% |
| NISOURCE INC | 10 | Q2 2020 | 9.1% |
| ENTERGY CORP NEW | 10 | Q3 2019 | 8.0% |
| DOMINION RES INC VA NEW | 10 | Q3 2019 | 6.9% |
| NRG ENERGY INC | 10 | Q4 2019 | 10.7% |
| PINNACLE WEST CAP CORP | 10 | Q1 2020 | 6.7% |
| BLACK HILLS CORP | 9 | Q4 2019 | 8.7% |
View Blackstart Capital LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-08-14 |
| 13F-HR | 2020-05-15 |
| 13F-HR | 2020-02-14 |
| 13F-HR | 2019-11-14 |
| 13F-HR | 2019-08-14 |
| 13F-HR | 2019-05-15 |
| 13F-HR | 2019-02-14 |
| 13F-HR | 2018-11-14 |
| 13F-HR | 2018-08-14 |
| 13F-HR | 2018-05-15 |
View Blackstart Capital LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.