Decade Renewable Partners LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Decade Renewable Partners LP reported 32 stock positions worth $190.7 million. Its top holding was P G & E (PCG) at 6.9% of the portfolio, followed by Primoris Services (PRIM, 5.2%) and Evergy (EVRG, 5.2%). Compared with Q2 2024, it opened 16 new positions, sold out of 17, added to 6 and reduced 10. The biggest buy was a new position in P G & E (PCG) and the biggest sale an exit from Array Technologies (ARRY).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001915836
- Portfolio Value
- $190.7M (Q3 2024)
- SEC Filing
- 0001892688-24-000143 ↗ filed Nov 14, 2024
Holdings Value
Holdings 32 stocks · $190.7M
| PCG P G & E Corp. | 6.94% | 669,400 | $13.2M | New |
| PRIM Primoris Services Corp. | 5.21% | 170,911 | $9.9M | Reduce -11.0% |
| EVRG Evergy Inc. | 5.19% | 159,580 | $9.9M | Reduce -25.3% |
| SGML Sigma Lithium Corp. | 5.07% | 781,296 | $9.7M | Add +71.4% |
| AEE Ameren Corporation | 5.01% | 109,200 | $9.6M | Add +110.4% |
| MTZ Mastec Inc. | 4.82% | 74,705 | $9.2M | Reduce -22.2% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 4.45% | 226,214 | $8.5M | Add +6.7% |
| NEE Nextera Energy Inc. | 4.31% | 97,249 | $8.2M | Add +17.9% |
| FCX Freeport-McMoran Inc. | 4.18% | 159,700 | $8.0M | New |
| PPL PPL Corp. | 3.93% | 226,415 | $7.5M | Add +16.6% |
| DUK Duke Energy Corp. | 3.89% | 64,400 | $7.4M | New |
| SRE Sempra | 3.88% | 88,545 | $7.4M | Reduce -22.8% |
| ERO Ero Copper Corp. | 3.86% | 330,400 | $7.4M | Add +391.7% |
| HBM Hudbay Minerals Inc. | 3.33% | 689,517 | $6.3M | Reduce -57.9% |
| EME Emcor Group Inc. | 3.20% | 14,162 | $6.1M | New |
| ITRI Itron Inc. | 2.98% | 53,126 | $5.7M | Reduce -61.5% |
| AEP American Electric Power | 2.77% | 51,400 | $5.3M | New |
| AES AES Corp. | 2.76% | 262,200 | $5.3M | New |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 2.69% | 123,108 | $5.1M | New |
| BWXT BWX Technologies Inc. | 2.68% | 46,971 | $5.1M | Reduce -22.0% |
| NI Nisource Inc. | 2.60% | 142,784 | $4.9M | Reduce -32.3% |
| UGI Ugi Corp. | 2.45% | 186,679 | $4.7M | Reduce -30.4% |
| DTE DTE Energy Company | 2.44% | 36,232 | $4.7M | Reduce -44.9% |
| FSLR First Solar Inc. | 2.38% | 18,200 | $4.5M | New |
| CSIQ Canadian Solar Inc. | 2.16% | 245,400 | $4.1M | New |
| BTU Peabody Energy Corp. | 1.78% | 128,100 | $3.4M | New |
| GEV GE Vernova Inc. | 1.45% | 10,851 | $2.8M | New |
| ACM Aecom | 1.09% | 20,200 | $2.1M | New |
| VST Vistra Corp. | 0.68% | 10,911 | $1.3M | New |
| EXC Exelon Corp. | 0.66% | 30,800 | $1.2M | New |
| PEG Public Service Enterprise GP | 0.65% | 13,900 | $1.2M | New |
| FLR Fluor Corp. | 0.53% | 21,100 | $1.0M | New |
Portfolio Sells Q2 2024 → Q3 2024
| ARRY Array Technologies Inc. | Sold out | 0.00% | −6.03 |
| CMS CMS Energy Corp. | Sold out | 0.00% | −6.02 |
| ETR Entergy Corp. | Sold out | 0.00% | −6.01 |
| HBM Hudbay Minerals Inc. | Reduce -57.9% | 3.33% | −3.90 |
| ITRI Itron Inc. | Reduce -61.5% | 2.98% | −3.68 |
| SCCO Southern Copper Corp. | Sold out | 0.00% | −3.29 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −2.68 |
| JKS Jinkosolar Holding Co.-ADR | Sold out | 0.00% | −2.08 |
| ES Eversource Energy | Sold out | 0.00% | −1.99 |
| SHLS Shoals Technologies Group -A | Sold out | 0.00% | −1.97 |
| XEL Xcel Energy Inc. | Sold out | 0.00% | −1.50 |
| AMPS Altus Power Inc. | Sold out | 0.00% | −1.23 |
| GTLS Chart Industries Inc. | Sold out | 0.00% | −1.21 |
| LNT Alliant Energy Corp. | Sold out | 0.00% | −1.21 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −1.14 |
| DTE DTE Energy Company | Reduce -44.9% | 2.44% | −1.12 |
| LAR Lithium Americas Argentina C | Sold out | 0.00% | −0.85 |
| LEU Centrus Energy Corp. Class A | Sold out | 0.00% | −0.72 |
| RUN Sunrun Inc. | Sold out | 0.00% | −0.68 |
| UGI Ugi Corp. | Reduce -30.4% | 2.45% | −0.55 |
| SRE Sempra | Reduce -22.8% | 3.88% | −0.37 |
| NI Nisource Inc. | Reduce -32.3% | 2.60% | −0.37 |
| EVRG Evergy Inc. | Reduce -25.3% | 5.19% | −0.33 |
| BLDP Ballard Power Systems Inc. | Sold out | 0.00% | −0.22 |
| MTZ Mastec Inc. | Reduce -22.2% | 4.82% | −0.19 |
| BWXT BWX Technologies Inc. | Reduce -22.0% | 2.68% | −0.11 |
| PRIM Primoris Services Corp. | Reduce -11.0% | 5.21% | +0.53 |
Portfolio Buys Q2 2024 → Q3 2024
| PCG P G & E Corp. | New | 6.94% | +6.94 |
| FCX Freeport-McMoran Inc. | New | 4.18% | +4.18 |
| DUK Duke Energy Corp. | New | 3.89% | +3.89 |
| AEE Ameren Corporation | Add +110.4% | 5.01% | +3.21 |
| EME Emcor Group Inc. | New | 3.20% | +3.20 |
| ERO Ero Copper Corp. | Add +391.7% | 3.86% | +3.16 |
| AEP American Electric Power | New | 2.77% | +2.77 |
| AES AES Corp. | New | 2.76% | +2.76 |
| SQM Quimica Y Minera Chil-SP ADR | New | 2.69% | +2.69 |
| SGML Sigma Lithium Corp. | Add +71.4% | 5.07% | +2.39 |
| FSLR First Solar Inc. | New | 2.38% | +2.38 |
| CSIQ Canadian Solar Inc. | New | 2.16% | +2.16 |
| BTU Peabody Energy Corp. | New | 1.78% | +1.78 |
| NEE Nextera Energy Inc. | Add +17.9% | 4.31% | +1.46 |
| GEV GE Vernova Inc. | New | 1.45% | +1.45 |
| PPL PPL Corp. | Add +16.6% | 3.93% | +1.31 |
| ACM Aecom | New | 1.09% | +1.09 |
| VST Vistra Corp. | New | 0.68% | +0.68 |
| EXC Exelon Corp. | New | 0.66% | +0.66 |
| PEG Public Service Enterprise GP | New | 0.65% | +0.65 |
| FLR Fluor Corp. | New | 0.53% | +0.53 |
| NXT Nextpower Inc. | Add +6.7% | 4.45% | −0.40 |
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 |