Decade Renewable Partners LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Decade Renewable Partners LP reported 33 stock positions worth $205.0 million. Its top holding was Hudbay Minerals (HBM) at 7.2% of the portfolio, followed by Itron (ITRI, 6.7%) and Array Technologies (ARRY, 6.0%). Compared with Q1 2024, it opened 16 new positions, sold out of 13, added to 10 and reduced 7. The biggest buy was a new position in Itron (ITRI) and the biggest sale an exit from P G & E (PCG).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001915836
- Portfolio Value
- $205.0M (Q2 2024)
- SEC Filing
- 0001892688-24-000094 ↗ filed Aug 14, 2024
Holdings Value
Holdings 33 stocks · $205.0M
| HBM Hudbay Minerals Inc. | 7.23% | 1,637,845 | $14.8M | Add +72.7% |
| ITRI Itron Inc. | 6.66% | 137,992 | $13.7M | New |
| ARRY Array Technologies Inc. | 6.03% | 1,205,225 | $12.4M | Add +87.5% |
| CMS CMS Energy Corp. | 6.02% | 207,400 | $12.3M | New |
| ETR Entergy Corp. | 6.01% | 115,118 | $12.3M | Add +45.0% |
| EVRG Evergy Inc. | 5.52% | 213,526 | $11.3M | Add +62.7% |
| MTZ Mastec Inc. | 5.01% | 96,030 | $10.3M | Add +25.8% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 4.85% | 212,052 | $9.9M | New |
| PRIM Primoris Services Corp. | 4.67% | 192,100 | $9.6M | New |
| SRE Sempra | 4.25% | 114,662 | $8.7M | Reduce -48.8% |
| DTE DTE Energy Company | 3.56% | 65,700 | $7.3M | Add +63.8% |
| SCCO Southern Copper Corp. | 3.29% | 62,700 | $6.8M | New |
| UGI Ugi Corp. | 3.00% | 268,300 | $6.1M | New |
| NI Nisource Inc. | 2.96% | 210,819 | $6.1M | Reduce -33.1% |
| NEE Nextera Energy Inc. | 2.85% | 82,500 | $5.8M | Add +17.6% |
| BWXT BWX Technologies Inc. | 2.79% | 60,200 | $5.7M | New |
| LNG Cheniere Energy Inc. | 2.68% | 31,400 | $5.5M | Add +109.3% |
| SGML Sigma Lithium Corp. | 2.68% | 455,939 | $5.5M | Reduce -6.3% |
| PPL PPL Corp. | 2.62% | 194,115 | $5.4M | Reduce -27.6% |
| JKS Jinkosolar Holding Co.-ADR | 2.08% | 206,190 | $4.3M | New |
| ES Eversource Energy | 1.99% | 71,949 | $4.1M | Reduce -39.9% |
| SHLS Shoals Technologies Group -A | 1.97% | 646,997 | $4.0M | Add +7.8% |
| AEE Ameren Corporation | 1.80% | 51,900 | $3.7M | New |
| XEL Xcel Energy Inc. | 1.50% | 57,700 | $3.1M | New |
| AMPS Altus Power Inc. | 1.23% | 644,402 | $2.5M | Reduce -18.9% |
| GTLS Chart Industries Inc. | 1.21% | 17,248 | $2.5M | Reduce -14.4% |
| LNT Alliant Energy Corp. | 1.21% | 48,800 | $2.5M | New |
| NRG NRG Energy Inc. | 1.14% | 30,000 | $2.3M | New |
| LAR Lithium Americas Argentina C | 0.85% | 547,625 | $1.8M | Add +102.7% |
| LEU Centrus Energy Corp. Class A | 0.72% | 34,600 | $1.5M | New |
| ERO Ero Copper Corp. | 0.70% | 67,200 | $1.4M | New |
| RUN Sunrun Inc. | 0.68% | 118,000 | $1.4M | New |
| BLDP Ballard Power Systems Inc. | 0.22% | 200,000 | $450K | New |
Portfolio Sells Q1 2024 → Q2 2024
| PCG P G & E Corp. | Sold out | 0.00% | −8.55 |
| FLNC Fluence Energy Inc. | Sold out | 0.00% | −5.60 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −4.53 |
| SRE Sempra | Reduce -48.8% | 4.25% | −4.27 |
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −4.25 |
| ALTM Arcadium Lithium PLC | Sold out | 0.00% | −3.10 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −2.85 |
| AMRC Ameresco Inc. Class A | Sold out | 0.00% | −2.71 |
| FSLR First Solar Inc. | Sold out | 0.00% | −2.33 |
| NOVAQ Sunnova Energy International | Sold out | 0.00% | −2.15 |
| CCJ Cameco Corp. | Sold out | 0.00% | −1.85 |
| ES Eversource Energy | Reduce -39.9% | 1.99% | −1.80 |
| AES AES Corp. | Sold out | 0.00% | −1.77 |
| NI Nisource Inc. | Reduce -33.1% | 2.96% | −1.66 |
| PPL PPL Corp. | Reduce -27.6% | 2.62% | −1.29 |
| XIFR XPLR Infrastructure LP | Sold out | 0.00% | −1.03 |
| AMPS Altus Power Inc. | Reduce -18.9% | 1.23% | −0.78 |
| SGML Sigma Lithium Corp. | Reduce -6.3% | 2.68% | −0.66 |
| GTLS Chart Industries Inc. | Reduce -14.4% | 1.21% | −0.54 |
| PLUG Plug Power Inc. | Sold out | 0.00% | −0.47 |
Portfolio Buys Q1 2024 → Q2 2024
| ITRI Itron Inc. | New | 6.66% | +6.66 |
| CMS CMS Energy Corp. | New | 6.02% | +6.02 |
| NXT Nextpower Inc. | New | 4.85% | +4.85 |
| PRIM Primoris Services Corp. | New | 4.67% | +4.67 |
| HBM Hudbay Minerals Inc. | Add +72.7% | 7.23% | +3.71 |
| SCCO Southern Copper Corp. | New | 3.29% | +3.29 |
| UGI Ugi Corp. | New | 3.00% | +3.00 |
| BWXT BWX Technologies Inc. | New | 2.79% | +2.79 |
| JKS Jinkosolar Holding Co.-ADR | New | 2.08% | +2.08 |
| EVRG Evergy Inc. | Add +62.7% | 5.52% | +1.81 |
| AEE Ameren Corporation | New | 1.80% | +1.80 |
| ETR Entergy Corp. | Add +45.0% | 6.01% | +1.56 |
| XEL Xcel Energy Inc. | New | 1.50% | +1.50 |
| LNG Cheniere Energy Inc. | Add +109.3% | 2.68% | +1.40 |
| MTZ Mastec Inc. | Add +25.8% | 5.01% | +1.24 |
| LNT Alliant Energy Corp. | New | 1.21% | +1.21 |
| DTE DTE Energy Company | Add +63.8% | 3.56% | +1.18 |
| NRG NRG Energy Inc. | New | 1.14% | +1.14 |
| ARRY Array Technologies Inc. | Add +87.5% | 6.03% | +0.96 |
| LEU Centrus Energy Corp. Class A | New | 0.72% | +0.72 |
| ERO Ero Copper Corp. | New | 0.70% | +0.70 |
| RUN Sunrun Inc. | New | 0.68% | +0.68 |
| NEE Nextera Energy Inc. | Add +17.6% | 2.85% | +0.48 |
| BLDP Ballard Power Systems Inc. | New | 0.22% | +0.22 |
| LAR Lithium Americas Argentina C | Add +102.7% | 0.85% | +0.08 |
| SHLS Shoals Technologies Group -A | Add +7.8% | 1.97% | −1.58 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 0 | $0 | |
| Q1 2026 | 0 | $0 | |
| Q4 2025 | 0 | $0 | |
| Q3 2025 | 0 | $0 | |
| Q2 2025 | 26 | $123.2M | HBM, GNRC, XEL, FCX, DTE |
| Q1 2025 | 26 | $130.9M | HBM, D, SGML, ERO, XEL |
| Q4 2024 | 31 | $204.4M | EXC, PPL, AEE, EME, FSLR |
| Q3 2024 | 32 | $190.7M | PCG, PRIM, EVRG, SGML, AEE |
| Q2 2024 | 33 | $205.0M | HBM, ITRI, ARRY, CMS, ETR |
| Q1 2024 | 30 | $188.8M | PCG, SRE, FLNC, ARRY, NI |