Decade Renewable Partners LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Decade Renewable Partners LP reported 31 stock positions worth $204.4 million. Its top holding was Exelon (EXC) at 9.9% of the portfolio, followed by PPL (PPL, 6.1%) and Ameren (AEE, 6.0%). Compared with Q3 2024, it opened 12 new positions, sold out of 13, added to 13 and reduced 6. The biggest buy was Exelon (EXC, shares +1637%) and the biggest sale an exit from Primoris Services (PRIM).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001915836
- Portfolio Value
- $204.4M (Q4 2024)
- SEC Filing
- 0001892688-25-000088 ↗ filed Feb 14, 2025
Holdings Value
Holdings 31 stocks · $204.4M
| EXC Exelon Corp. | 9.85% | 535,054 | $20.1M | Add +1637.2% |
| PPL PPL Corp. | 6.14% | 386,836 | $12.6M | Add +70.8% |
| AEE Ameren Corporation | 6.00% | 137,662 | $12.3M | Add +26.1% |
| EME Emcor Group Inc. | 5.96% | 26,844 | $12.2M | Add +89.5% |
| FSLR First Solar Inc. | 5.64% | 65,421 | $11.5M | Add +259.5% |
| ETR Entergy Corp. | 4.82% | 130,009 | $9.9M | New |
| SGML Sigma Lithium Corp. | 4.73% | 861,861 | $9.7M | Add +10.3% |
| MTZ Mastec Inc. | 4.68% | 70,335 | $9.6M | Reduce -5.8% |
| HBM Hudbay Minerals Inc. | 4.29% | 1,081,767 | $8.8M | Add +56.9% |
| FLR Fluor Corp. | 4.27% | 176,788 | $8.7M | Add +737.9% |
| XEL Xcel Energy Inc. | 3.33% | 100,700 | $6.8M | New |
| ITRI Itron Inc. | 3.28% | 61,703 | $6.7M | Add +16.1% |
| VST Vistra Corp. | 3.13% | 46,400 | $6.4M | Add +325.3% |
| PCG P G & E Corp. | 3.04% | 307,870 | $6.2M | Reduce -54.0% |
| NEE Nextera Energy Inc. | 2.99% | 85,300 | $6.1M | Reduce -12.3% |
| ERO Ero Copper Corp. | 2.94% | 446,600 | $6.0M | Add +35.2% |
| AES AES Corp. | 2.62% | 416,600 | $5.4M | Add +58.9% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 2.48% | 138,814 | $5.1M | Reduce -38.6% |
| FE Firstenergy Corp. | 2.41% | 123,900 | $4.9M | New |
| ATKR Atkore Inc. | 2.40% | 58,800 | $4.9M | New |
| J Jacobs Solutions Inc. | 2.29% | 35,062 | $4.7M | New |
| UGI Ugi Corp. | 2.25% | 163,185 | $4.6M | Reduce -12.6% |
| SRE Sempra | 1.94% | 45,282 | $4.0M | Reduce -48.9% |
| CEG Constellation Energy | 1.92% | 17,500 | $3.9M | New |
| ACM Aecom | 1.52% | 28,998 | $3.1M | Add +43.5% |
| GDX Vaneck Gold Miners ETF | 1.38% | 83,100 | $2.8M | New |
| AAON Aaon Inc. | 1.20% | 20,807 | $2.4M | New |
| LAC Lithium Americas Corp. | 0.65% | 448,200 | $1.3M | New |
| SHLS Shoals Technologies Group -A | 0.64% | 235,103 | $1.3M | New |
| ALB Albemarle Corp. | 0.60% | 14,300 | $1.2M | New |
| NRG NRG Energy Inc. | 0.60% | 13,500 | $1.2M | New |
Portfolio Sells Q3 2024 → Q4 2024
| PRIM Primoris Services Corp. | Sold out | 0.00% | −5.21 |
| EVRG Evergy Inc. | Sold out | 0.00% | −5.19 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −4.18 |
| PCG P G & E Corp. | Reduce -54.0% | 3.04% | −3.90 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −3.89 |
| AEP American Electric Power | Sold out | 0.00% | −2.77 |
| SQM Quimica Y Minera Chil-SP ADR | Sold out | 0.00% | −2.69 |
| BWXT BWX Technologies Inc. | Sold out | 0.00% | −2.68 |
| NI Nisource Inc. | Sold out | 0.00% | −2.60 |
| DTE DTE Energy Company | Sold out | 0.00% | −2.44 |
| CSIQ Canadian Solar Inc. | Sold out | 0.00% | −2.16 |
| NXT Nextpower Inc. | Reduce -38.6% | 2.48% | −1.97 |
| SRE Sempra | Reduce -48.9% | 1.94% | −1.94 |
| BTU Peabody Energy Corp. | Sold out | 0.00% | −1.78 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −1.45 |
| NEE Nextera Energy Inc. | Reduce -12.3% | 2.99% | −1.32 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.65 |
| UGI Ugi Corp. | Reduce -12.6% | 2.25% | −0.20 |
| MTZ Mastec Inc. | Reduce -5.8% | 4.68% | −0.14 |
Portfolio Buys Q3 2024 → Q4 2024
| EXC Exelon Corp. | Add +1637.2% | 9.85% | +9.20 |
| ETR Entergy Corp. | New | 4.82% | +4.82 |
| FLR Fluor Corp. | Add +737.9% | 4.27% | +3.74 |
| XEL Xcel Energy Inc. | New | 3.33% | +3.33 |
| FSLR First Solar Inc. | Add +259.5% | 5.64% | +3.26 |
| EME Emcor Group Inc. | Add +89.5% | 5.96% | +2.76 |
| VST Vistra Corp. | Add +325.3% | 3.13% | +2.45 |
| FE Firstenergy Corp. | New | 2.41% | +2.41 |
| ATKR Atkore Inc. | New | 2.40% | +2.40 |
| J Jacobs Solutions Inc. | New | 2.29% | +2.29 |
| PPL PPL Corp. | Add +70.8% | 6.14% | +2.21 |
| CEG Constellation Energy | New | 1.92% | +1.92 |
| GDX Vaneck Gold Miners ETF | New | 1.38% | +1.38 |
| AAON Aaon Inc. | New | 1.20% | +1.20 |
| AEE Ameren Corporation | Add +26.1% | 6.00% | +0.99 |
| HBM Hudbay Minerals Inc. | Add +56.9% | 4.29% | +0.96 |
| LAC Lithium Americas Corp. | New | 0.65% | +0.65 |
| SHLS Shoals Technologies Group -A | New | 0.64% | +0.64 |
| ALB Albemarle Corp. | New | 0.60% | +0.60 |
| NRG NRG Energy Inc. | New | 0.60% | +0.60 |
| ACM Aecom | Add +43.5% | 1.52% | +0.42 |
| ITRI Itron Inc. | Add +16.1% | 3.28% | +0.30 |
| AES AES Corp. | Add +58.9% | 2.62% | −0.14 |
| SGML Sigma Lithium Corp. | Add +10.3% | 4.73% | −0.33 |
| ERO Ero Copper Corp. | Add +35.2% | 2.94% | −0.91 |
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 |