Decade Renewable Partners LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Decade Renewable Partners LP reported 26 stock positions worth $130.9 million. Its top holding was Hudbay Minerals (HBM) at 9.9% of the portfolio, followed by Dominion Energy (D, 7.1%) and Sigma Lithium (SGML, 7.0%). Compared with Q4 2024, it opened 11 new positions, sold out of 16, added to 8 and reduced 7. The biggest buy was a new position in Dominion Energy (D) and the biggest sale an exit from PPL (PPL).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001915836
- Portfolio Value
- $130.9M (Q1 2025)
- SEC Filing
- 0001892688-25-000118 ↗ filed May 15, 2025
Holdings Value
Holdings 26 stocks · $130.9M
| HBM Hudbay Minerals Inc. | 9.85% | 1,699,586 | $12.9M | Add +57.1% |
| D Dominion Energy Inc. | 7.08% | 165,402 | $9.3M | New |
| SGML Sigma Lithium Corp. | 7.01% | 882,621 | $9.2M | Add +2.4% |
| ERO Ero Copper Corp. | 6.68% | 721,700 | $8.7M | Add +61.6% |
| XEL Xcel Energy Inc. | 5.71% | 105,599 | $7.5M | Add +4.9% |
| GNRC Generac Holdings Inc. | 5.65% | 58,390 | $7.4M | New |
| FLR Fluor Corp. | 5.23% | 191,108 | $6.8M | Add +8.1% |
| PEG Public Service Enterprise GP | 4.78% | 75,960 | $6.3M | New |
| NEE Nextera Energy Inc. | 4.66% | 86,001 | $6.1M | Add +0.8% |
| EXC Exelon Corp. | 4.31% | 122,300 | $5.6M | Reduce -77.1% |
| EVRG Evergy Inc. | 4.15% | 78,800 | $5.4M | New |
| ATKR Atkore Inc. | 3.83% | 83,522 | $5.0M | Add +42.0% |
| ETR Entergy Corp. | 3.66% | 55,992 | $4.8M | Reduce -56.9% |
| BTU Peabody Energy Corp. | 3.62% | 349,500 | $4.7M | New |
| MOD Modine Manufacturing Co. | 3.42% | 58,350 | $4.5M | New |
| FSLR First Solar Inc. | 3.41% | 35,290 | $4.5M | Reduce -46.1% |
| VST Vistra Corp. | 3.36% | 37,500 | $4.4M | Reduce -19.2% |
| MTZ Mastec Inc. | 2.74% | 30,737 | $3.6M | Reduce -56.3% |
| GEV GE Vernova Inc. | 2.52% | 10,800 | $3.3M | New |
| EME Emcor Group Inc. | 1.90% | 6,724 | $2.5M | Reduce -75.0% |
| ARRY Array Technologies Inc. | 1.62% | 435,171 | $2.1M | New |
| CNP Centerpoint Energy Inc. | 1.51% | 54,500 | $2.0M | New |
| LAC Lithium Americas Corp. | 1.41% | 680,100 | $1.8M | Add +51.7% |
| NRG NRG Energy Inc. | 0.94% | 12,900 | $1.2M | Reduce -4.4% |
| PRIM Primoris Services Corp. | 0.78% | 17,822 | $1.0M | New |
| OGE Oge Energy Corp. | 0.18% | 5,007 | $230K | New |
Portfolio Sells Q4 2024 → Q1 2025
| PPL PPL Corp. | Sold out | 0.00% | −6.14 |
| AEE Ameren Corporation | Sold out | 0.00% | −6.00 |
| EXC Exelon Corp. | Reduce -77.1% | 4.31% | −5.55 |
| EME Emcor Group Inc. | Reduce -75.0% | 1.90% | −4.06 |
| ITRI Itron Inc. | Sold out | 0.00% | −3.28 |
| PCG P G & E Corp. | Sold out | 0.00% | −3.04 |
| AES AES Corp. | Sold out | 0.00% | −2.62 |
| NXT Nextpower Inc. | Sold out | 0.00% | −2.48 |
| FE Firstenergy Corp. | Sold out | 0.00% | −2.41 |
| J Jacobs Solutions Inc. | Sold out | 0.00% | −2.29 |
| UGI Ugi Corp. | Sold out | 0.00% | −2.25 |
| FSLR First Solar Inc. | Reduce -46.1% | 3.41% | −2.23 |
| MTZ Mastec Inc. | Reduce -56.3% | 2.74% | −1.94 |
| SRE Sempra | Sold out | 0.00% | −1.94 |
| CEG Constellation Energy | Sold out | 0.00% | −1.92 |
| ACM Aecom | Sold out | 0.00% | −1.52 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −1.38 |
| AAON Aaon Inc. | Sold out | 0.00% | −1.20 |
| ETR Entergy Corp. | Reduce -56.9% | 3.66% | −1.17 |
| SHLS Shoals Technologies Group -A | Sold out | 0.00% | −0.64 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.60 |
| VST Vistra Corp. | Reduce -19.2% | 3.36% | +0.23 |
| NRG NRG Energy Inc. | Reduce -4.4% | 0.94% | +0.34 |
Portfolio Buys Q4 2024 → Q1 2025
| D Dominion Energy Inc. | New | 7.08% | +7.08 |
| GNRC Generac Holdings Inc. | New | 5.65% | +5.65 |
| HBM Hudbay Minerals Inc. | Add +57.1% | 9.85% | +5.57 |
| PEG Public Service Enterprise GP | New | 4.78% | +4.78 |
| EVRG Evergy Inc. | New | 4.15% | +4.15 |
| ERO Ero Copper Corp. | Add +61.6% | 6.68% | +3.74 |
| BTU Peabody Energy Corp. | New | 3.62% | +3.62 |
| MOD Modine Manufacturing Co. | New | 3.42% | +3.42 |
| GEV GE Vernova Inc. | New | 2.52% | +2.52 |
| XEL Xcel Energy Inc. | Add +4.9% | 5.71% | +2.38 |
| SGML Sigma Lithium Corp. | Add +2.4% | 7.01% | +2.28 |
| NEE Nextera Energy Inc. | Add +0.8% | 4.66% | +1.67 |
| ARRY Array Technologies Inc. | New | 1.62% | +1.62 |
| CNP Centerpoint Energy Inc. | New | 1.51% | +1.51 |
| ATKR Atkore Inc. | Add +42.0% | 3.83% | +1.43 |
| FLR Fluor Corp. | Add +8.1% | 5.23% | +0.96 |
| PRIM Primoris Services Corp. | New | 0.78% | +0.78 |
| LAC Lithium Americas Corp. | Add +51.7% | 1.41% | +0.76 |
| OGE Oge Energy Corp. | New | 0.18% | +0.18 |
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 |