本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Blackstart Capital LP (CIK 1666647) reported $150.6M across 21 reported positions in its SEC 13F filing for 2020-06-30. Largest positions: FE ($15.4M, 10.20%), NI ($11.0M, 7.33%), CNP ($10.6M, 7.06%), EIX ($10.6M, 7.05%), NEE ($10.6M, 7.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FE | FIRSTENERGY CORP | $15.4M | 10.20% | 396,056 | Added |
| 2 | NI | NISOURCE INC | $11.0M | 7.33% | 485,573 | New |
| 3 | CNP | CENTERPOINT ENERGY INC | $10.6M | 7.06% | 569,636 | Added |
| 4 | EIX | EDISON INTL | $10.6M | 7.05% | 195,513 | Added |
| 5 | NEE | NEXTERA ENERGY INC | $10.6M | 7.04% | 44,143 | Added |
| 6 | OGE | OGE ENERGY CORP | $10.6M | 7.02% | 348,102 | New |
| 7 | AES | AES CORP | $6.7M | 4.45% | 462,605 | Added |
| 8 | NJR | NEW JERSEY RES | $6.4M | 4.27% | 197,176 | New |
| 9 | PPL | PPL CORP | $6.4M | 4.25% | 247,784 | Added |
| 10 | WTRG | ESSENTIAL UTILS INC | $6.4M | 4.24% | 151,251 | Added |
| 11 | ED | CONSOLIDATED EDISON INC | $6.4M | 4.23% | 88,565 | New |
| 12 | ES | EVERSOURCE ENERGY | $6.4M | 4.23% | 76,540 | New |
| 13 | AQN | ALGONQUIN PWR UTILS CORP | $6.3M | 4.22% | 491,425 | New |
| 14 | VST | VISTRA ENERGY CORP | $6.4M | 4.22% | 341,692 | New |
| 15 | EVRG | EVERGY INC | $6.3M | 4.21% | 106,891 | Trimmed |
| 16 | PCG | PG&E CORP | $6.3M | 4.19% | 710,718 | Added |
| 17 | CMS | CMS ENERGY CORP | $6.3M | 4.16% | 107,290 | New |
| 18 | TXNM | PNM RES INC | $6.2M | 4.15% | 162,397 | Added |
| 19 | VXX | BARCLAYS BK PLC | $4.0M | 2.68% | 118,821 | New |
| 20 | NFE | NEW FORTRESS ENERGY LLC | $783,000 | 0.52% | 60,396 | Trimmed |
| 21 | ENPH | ENPHASE ENERGY INC | $419,000 | 0.28% | 8,809 | New |
| 22 | ALE | ALLETE INC | $0 | 0.00% | 0 | Exited |
| 23 | AMLP | ALPS ETF TR | $0 | 0.00% | 0 | Exited |
| 24 | AY | ATLANTICA YIELD PLC | $0 | 0.00% | 0 | Exited |
| 25 | DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2020-06-30