13FBOX
Blackstart Capital LP · 13F Holdings
Options Calculator Rankings

Blackstart Capital LP

No.11194 Data as of 2020Q2
Latest AUM (Q2 2020)
$150.6M
QoQ Change Q1 2020
+$97.3M+182.7%
Holdings
21
New Buys
10
Adds
9
Reduces
2
Exits
7
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2020 ValueQ2 2020 SharesPrev Q ValuePrev Q SharesShares ChangeAction
FIRSTENERGY CORP COMFE
10.2%9.13%$15.4M396,056$4.9M121,458+274,598+226.08%Add
NISOURCE INC COMNI
7.33%$11.0M485,573$00+485,573New Buy
CENTERPOINT ENERGY INC COMCNP
7.06%4.66%$10.6M569,636$2.5M160,557+409,079+254.79%Add
EDISON INTLEIX
7.05%7.4%$10.6M195,513$3.9M71,993+123,520+171.57%Add
NNEXTERA ENERGY INCNEE
7.04%4.51%$10.6M44,143$2.4M9,992+34,151+341.78%Add
OGE ENERGY CORPOGE
7.02%$10.6M348,102$00+348,102New Buy
AES CORP COMAES
4.45%6.22%$6.7M462,605$3.3M243,518+219,087+89.97%Add
NNEW JERSEY RES CORPNJR
4.27%$6.4M197,176$00+197,176New Buy
PPL CORP COMPPL
4.25%5.31%$6.4M247,784$2.8M114,530+133,254+116.35%Add
ESSENTIAL UTILS INCWTRG
4.24%5.24%$6.4M151,251$2.8M68,647+82,604+120.33%Add
EVERSOURCE ENERGYES
4.23%$6.4M76,540$00+76,540New Buy
CONSOLIDATED EDISON INCED
4.23%$6.4M88,565$00+88,565New Buy
VISTRA CORPVST
4.22%$6.4M341,692$00+341,692New Buy
ALGONQUIN POWER & UTILITIESAQN
4.22%$6.3M491,425$00+491,425New Buy
EVERGY INC COMEVRG
4.21%11.83%$6.3M106,891$6.3M114,502-7,611-6.65%Reduce
PG&E CORPPCG
4.19%5.54%$6.3M710,718$2.9M328,075+382,643+116.63%Add
CMS ENERGY CORP COMCMS
4.16%$6.3M107,290$00+107,290New Buy
TXNM ENERGY INCTXNM
4.15%6.4%$6.2M162,397$3.4M89,728+72,669+80.99%Add
BBARCLAYS BANK PLC
2.68%$4.0M118,821$00+118,821New Buy
NNEW FORTRESS ENERGY INC COM CL ANFE
0.52%1.43%$783,00060,396$762,00077,855-17,459-22.43%Reduce
ENPHASE ENERGY INC COMENPH
0.28%$419,0008,809$00+8,809New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow