Blackstart Capital as of March 31, 2020
Portfolio Holdings for Blackstart Capital
Blackstart Capital holds 18 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Evergy (EVRG) | 11.8 | $6.3M | 115k | 55.05 | |
| Duke Energy (DUK) | 9.4 | $5.0M | 62k | 80.89 | |
| FirstEnergy (FE) | 9.1 | $4.9M | 122k | 40.07 | |
| Edison International (EIX) | 7.4 | $3.9M | 72k | 54.78 | |
| Pinnacle West Capital Corporation (PNW) | 6.7 | $3.6M | 47k | 75.80 | |
| PNM Resources (PNM) | 6.4 | $3.4M | 90k | 38.00 | |
| AES Corporation (AES) | 6.2 | $3.3M | 244k | 13.60 | |
| PG&E Corporation (PCG) | 5.5 | $2.9M | 328k | 8.99 | |
| PPL Corporation (PPL) | 5.3 | $2.8M | 115k | 24.68 | |
| Essential Utils (WTRG) | 5.2 | $2.8M | 69k | 40.70 | |
| Allete (ALE) | 4.8 | $2.6M | 43k | 60.67 | |
| CenterPoint Energy (CNP) | 4.7 | $2.5M | 161k | 15.45 | |
| Nextera Energy (NEE) | 4.5 | $2.4M | 10k | 240.59 | |
| Wec Energy Group (WEC) | 4.4 | $2.4M | 27k | 88.12 | |
| Atlantica Yield (AY) | 4.4 | $2.3M | 105k | 22.30 | |
| New Fortress Energy (NFE) | 1.4 | $762k | 78k | 9.79 | |
| Tallgrass Energy Gp Lp master ltd part | 1.4 | $734k | 45k | 16.45 | |
| Alerian Mlp Etf | 1.2 | $629k | 183k | 3.44 |
