DECADE RENEWABLE PARTNERS LP
CIK 1915836 · View on SEC EDGAR ↗
- Portfolio value
- $126.0M
- Positions
- 27
- As of
- June 30, 2025 Data as of Q2 2025
#7,898 of 9,443 by 13F value · top 83.6%
Portfolio value QoQ: -3.8% 13F does not disclose cash
- Top 10 holdings weight
- 56.03%
- Top 25 holdings weight
- 97.50%
- Positions above 1%
- 26
- Effective number of positions
- 21.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2025: 42.9% Est. buys $55,101,448 · sells $70,493,672
- New positions
- 10
- Increased
- 7
- Decreased
- 10
- Closed
- 8
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 100.0% · Options excluded: 0.0%
Sector breakdown
Utilities
46.4%
Industrials
26.7%
Materials
23.0%
Energy
2.2%
Technology
1.7%
Full portfolio 27 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| HBM Hudbay Minerals Inc. Ordinary Shares (Canada) | $11,046,241 | 8.77% | 1,041,116 | $-1,853,617 | Down ×1 | ||
| GNRC Generac Holdlings Inc. Common Stock | $11,014,138 | 8.74% | 76,909 | $3,619,044 | Up ×1 | ||
| XEL Xcel Energy Inc. - Common Stock | $7,225,410 | 5.74% | 106,100 | $-249,943 | Up ×2 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $6,251,070 | 4.96% | 144,200 | Up ×1 | |||
| DTE DTE Energy Company Common Stock | $6,225,620 | 4.94% | 47,000 | Up ×1 | |||
| ETR Entergy Corporation Common Stock | $6,186,372 | 4.91% | 74,427 | $1,399,616 | Up ×1 | ||
| ARRY Array Technologies, Inc. - Common Stock | $5,934,232 | 4.71% | 1,005,802 | $3,814,949 | Up ×1 | ||
| VST Vistra Corp. Common Stock | $5,890,661 | 4.68% | 30,394 | $1,486,661 | Down ×2 | ||
| WEC WEC Energy Group, Inc. Common Stock | $5,593,456 | 4.44% | 53,680 | Up ×1 | |||
| CNP CenterPoint Energy, Inc (Holding Co) Common Stock | $5,226,926 | 4.15% | 142,268 | $3,252,391 | Up ×1 | ||
| SRE DBA Sempra Common Stock | $5,015,974 | 3.98% | 66,200 | ||||
| ATKR Atkore Inc. Common Stock | $4,915,783 | 3.90% | 69,678 | $-94,702 | Down ×1 | ||
| SGML Sigma Lithium Corporation - common shares | $4,549,145 | 3.61% | 1,010,921 | $-4,630,113 | Up ×2 | ||
| BHP BHP Group Limited American Depositary Shares (Each representing two Ordinary Shares) | $4,402,399 | 3.49% | 91,545 | Up ×1 | |||
| EVRG Evergy, Inc. - Common Stock | $3,986,567 | 3.16% | 57,835 | $-1,446,693 | Down ×1 | ||
| MTZ MasTec, Inc. Common Stock | $3,872,681 | 3.07% | 22,723 | $285,366 | Down ×2 | ||
| PNW Pinnacle West Capital Corporation Common Stock | $3,727,589 | 2.96% | 41,663 | Up ×1 | |||
| FE FirstEnergy Corp. Common Stock | $3,353,255 | 2.66% | 83,290 | ||||
| AAON AAON, Inc. - Common Stock | $3,231,725 | 2.57% | 43,820 | ||||
| BTU Peabody Energy Corporation Common Stock | $2,818,200 | 2.24% | 210,000 | Call option | Up ×1 | ||
| ERO Ero Copper Corp. Common Shares | $2,719,203 | 2.16% | 160,900 | $-6,023,964 | Down ×1 | ||
| FLR Fluor Corporation Common Stock | $2,663,579 | 2.11% | 51,952 | $-4,181,910 | Down ×1 | ||
| AEE Ameren Corporation Common Stock | $2,524,507 | 2.00% | 26,286 | ||||
| NEE NextEra Energy, Inc. Common Stock | $2,320,849 | 1.84% | 33,432 | $-3,775,762 | Down ×1 | ||
| FSLR First Solar, Inc. - Common Stock | $2,135,466 | 1.70% | 12,900 | $-2,326,249 | Down ×2 | ||
| PRIM Primoris Services Corporation Common Stock | $1,959,490 | 1.56% | 25,141 | $936,329 | Up ×1 | ||
| NRG NRG Energy, Inc. Common Stock | $1,191,985 | 0.95% | 7,423 | $-39,449 | Down ×2 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| FCX | $6,251,070 | 144,200 | 4.96% |
| DTE | $6,225,620 | 47,000 | 4.94% |
| WEC | $5,593,456 | 53,680 | 4.44% |
| SRE | $5,015,974 | 66,200 | 3.98% |
| BHP | $4,402,399 | 91,545 | 3.49% |
| PNW | $3,727,589 | 41,663 | 2.96% |
| FE | $3,353,255 | 83,290 | 2.66% |
| AAON | $3,231,725 | 43,820 | 2.57% |
| BTU | $2,818,200 | 210,000 | 2.24% |
| AEE | $2,524,507 | 26,286 | 2.00% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| PPL | March 31, 2025 | 386,836 | $12,556,697 | -0.8% |
| AEE | March 31, 2025 | 137,662 | $12,271,191 | 10.0% |
| D | June 30, 2025 | 165,402 | $9,274,090 | 22.0% |
| ITRI | March 31, 2025 | 61,703 | $6,699,712 | -6.7% |
| PEG | June 30, 2025 | 75,960 | $6,251,508 | -10.0% |
| PCG | March 31, 2025 | 307,870 | $6,212,817 | 4.4% |
| EXC | June 30, 2025 | 122,300 | $5,635,584 | 5.7% |
| AES | March 31, 2025 | 416,600 | $5,361,642 | 18.7% |
| NXT | March 31, 2025 | 138,814 | $5,070,875 | 110.8% |
| FE | March 31, 2025 | 123,900 | $4,928,742 | 17.3% |
| J | March 31, 2025 | 35,062 | $4,684,984 | 20.7% |
| UGI | March 31, 2025 | 163,185 | $4,606,713 | 18.7% |
| MOD | June 30, 2025 | 58,350 | $4,478,363 | 94.9% |
| SRE | March 31, 2025 | 45,282 | $3,972,137 | 21.6% |
| CEG | March 31, 2025 | 17,500 | $3,914,925 | 33.3% |
| GEV | June 30, 2025 | 10,800 | $3,297,024 | 84.6% |
| ACM | March 31, 2025 | 28,998 | $3,097,566 | -32.6% |
| GDX | March 31, 2025 | 83,100 | $2,817,921 | No longer tracked |
| EME | June 30, 2025 | 6,724 | $2,485,392 | 50.9% |
| AAON | March 31, 2025 | 20,807 | $2,448,568 | 3.1% |
| LAC | June 30, 2025 | 680,100 | $1,843,071 | 10.6% |
| SHLS | March 31, 2025 | 235,103 | $1,300,120 | 129.5% |
| ALB | March 31, 2025 | 14,300 | $1,230,944 | 83.2% |
| OGE | June 30, 2025 | 5,007 | $230,122 | 6.2% |