Q4 2020 Holdings
Filed 2021-02-16 | 11 holdings | $145.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Centerpoint Energy Inc(CNP) | COM | 15189T107 | $36.5K | 1,685,000 | 25.1% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $23.5K | 305,000 | 16.2% |
| DTE Energy Co(DTE) | COM | 233331107 | $20.8K | 171,000 | 14.3% |
| Evergy Inc(EVRG) | COM | 30034W106 | $19.2K | 346,177 | 13.2% |
| Flex LTD(FLEX) | ORD | Y2573F102 | $10.8K | 598,643 | 7.4% |
| Sempra Energy(SRE) | COM | 816851109 | $10.1K | 79,252 | 7.0% |
| Xcel Energy Inc(XEL) | COM | 98389B100 | $9.3K | 140,000 | 6.4% |
| Nisource Inc(NI) | COM | 65473P105 | $8.9K | 390,000 | 6.2% |
| Pinnacle West Cap Corp(PNW) | COM | 723484101 | $3.2K | 40,000 | 2.2% |
| Star Peak Energy Transition | CL A | 855185104 | $1.9K | 95,000 | 1.3% |
| EOS Energy Enterprises Inc(EOSE) | COM CL A | 29415C101 | $835 | 40,061 | 0.6% |