Decade Renewable Partners LP In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Decade Renewable Partners LP reported 26 stock positions worth $123.2 million . Its top holding was Hudbay Minerals (HBM) at 9.0% of the portfolio, followed by Generac (GNRC, 8.9% ) and Xcel Energy (XEL, 5.9% ). Compared with Q1 2025, it opened 9 new positions, sold out of 9, added to 7 and reduced 10. The biggest buy was a new position in Freeport-McMoran (FCX) and the biggest sale an exit from Dominion Energy (D).
Location HOUSTON, TX
CIK 0001915836
Portfolio Value $123.2M (Q2 2025) Holdings 26 stocks · $123.2M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2025 HBM Hudbay Minerals Inc. 1,041,116 $11.0M Reduce -38.7% GNRC Generac Holdings Inc. 76,909 $11.0M Add +31.7% XEL Xcel Energy Inc. 106,100 $7.2M Add +0.5% FCX Freeport-McMoran Inc. 144,200 $6.3M New DTE DTE Energy Company 47,000 $6.2M New ETR Entergy Corp. 74,427 $6.2M Add +32.9% ARRY Array Technologies Inc. 1,005,802 $5.9M Add +131.1% VST Vistra Corp. 30,394 $5.9M Reduce -18.9% WEC WEC Energy Group Inc. 53,680 $5.6M New CNP Centerpoint Energy Inc. 142,268 $5.2M Add +161.0% SRE Sempra 66,200 $5.0M New ATKR Atkore Inc. 69,678 $4.9M Reduce -16.6% SGML Sigma Lithium Corp. 1,010,921 $4.5M Add +14.5% BHP BHP Group Ltd.-Spon ADR 91,545 $4.4M New EVRG Evergy Inc. 57,835 $4.0M Reduce -26.6% MTZ Mastec Inc. 22,723 $3.9M Reduce -26.1% PNW Pinnacle West Capital 41,663 $3.7M New FE Firstenergy Corp. 83,290 $3.4M New AAON Aaon Inc. 43,820 $3.2M New ERO Ero Copper Corp. 160,900 $2.7M Reduce -77.7% FLR Fluor Corp. 51,952 $2.7M Reduce -72.8% AEE Ameren Corporation 26,286 $2.5M New NEE Nextera Energy Inc. 33,432 $2.3M Reduce -61.1% FSLR First Solar Inc. 12,900 $2.1M Reduce -63.5% PRIM Primoris Services Corp. 25,141 $2.0M Add +41.1% NRG NRG Energy Inc. 7,423 $1.2M Reduce -42.5%
Options reported separately and not counted above: BTU calls ($2.8M).
Portfolio Sells Q1 2025 → Q2 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▲ D Dominion Energy Inc. Sold out 0.00% −7.08 PEG Public Service Enterprise GP Sold out 0.00% −4.78 ERO Ero Copper Corp. Reduce -77.7% 2.21% −4.47 EXC Exelon Corp. Sold out 0.00% −4.31 BTU Peabody Energy Corp. Sold out 0.00% −3.62 MOD Modine Manufacturing Co. Sold out 0.00% −3.42 FLR Fluor Corp. Reduce -72.8% 2.16% −3.07 NEE Nextera Energy Inc. Reduce -61.1% 1.88% −2.77 GEV GE Vernova Inc. Sold out 0.00% −2.52 EME Emcor Group Inc. Sold out 0.00% −1.90 FSLR First Solar Inc. Reduce -63.5% 1.73% −1.67 LAC Lithium Americas Corp. Sold out 0.00% −1.41 EVRG Evergy Inc. Reduce -26.6% 3.24% −0.91 HBM Hudbay Minerals Inc. Reduce -38.7% 8.97% −0.89 OGE Oge Energy Corp. Sold out 0.00% −0.18 NRG NRG Energy Inc. Reduce -42.5% 0.97% +0.03 ATKR Atkore Inc. Reduce -16.6% 3.99% +0.16 MTZ Mastec Inc. Reduce -26.1% 3.14% +0.40 VST Vistra Corp. Reduce -18.9% 4.78% +1.42
Portfolio Buys Q1 2025 → Q2 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▼ FCX Freeport-McMoran Inc. New 5.08% +5.08 DTE DTE Energy Company New 5.05% +5.05 WEC WEC Energy Group Inc. New 4.54% +4.54 SRE Sempra New 4.07% +4.07 BHP BHP Group Ltd.-Spon ADR New 3.57% +3.57 GNRC Generac Holdings Inc. Add +31.7% 8.94% +3.29 ARRY Array Technologies Inc. Add +131.1% 4.82% +3.20 PNW Pinnacle West Capital New 3.03% +3.03 CNP Centerpoint Energy Inc. Add +161.0% 4.24% +2.74 FE Firstenergy Corp. New 2.72% +2.72 AAON Aaon Inc. New 2.62% +2.62 AEE Ameren Corporation New 2.05% +2.05 ETR Entergy Corp. Add +32.9% 5.02% +1.37 PRIM Primoris Services Corp. Add +41.1% 1.59% +0.81 XEL Xcel Energy Inc. Add +0.5% 5.87% +0.16 SGML Sigma Lithium Corp. Add +14.5% 3.69% −3.32
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ BTU Peabody Energy Corp. call New 210,000 $2.8M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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