Decade Renewable Partners LP 13F 持仓 · 最近申报 2025年Q2
Decade Renewable Partners 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 26 只证券，申报市值合计 1.26 亿美元。前几大持仓：HBM（8.77%）、GNRC（8.74%）、XEL（5.74%）。本季前 25 大持仓中：新建仓 9 只、增持 6 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | HBM | HUDBAY MINERALS INC | $11.0M | 8.77% | 1.0M | 减持 |
| 2 | GNRC | GENERAC HLDGS INC | $11.0M | 8.74% | 76,909 | 增持 |
| 3 | XEL | XCEL ENERGY INC | $7.2M | 5.74% | 106,100 | 增持 |
| 4 | FCX | FREEPORT-MCMORAN INC | $6.3M | 4.96% | 144,200 | 新建仓 |
| 5 | DTE | DTE ENERGY CO | $6.2M | 4.94% | 47,000 | 新建仓 |
| 6 | ETR | ENTERGY CORP NEW | $6.2M | 4.91% | 74,427 | 增持 |
| 7 | ARRY | ARRAY TECHNOLOGIES INC | $5.9M | 4.71% | 1.0M | 增持 |
| 8 | VST | VISTRA CORP | $5.9M | 4.68% | 30,394 | 减持 |
| 9 | WEC | WEC ENERGY GROUP INC | $5.6M | 4.44% | 53,680 | 新建仓 |
| 10 | CNP | CENTERPOINT ENERGY INC | $5.2M | 4.15% | 142,268 | 增持 |
| 11 | SRE | SEMPRA | $5.0M | 3.98% | 66,200 | 新建仓 |
| 12 | ATKR | ATKORE INC | $4.9M | 3.90% | 69,678 | 减持 |
| 13 | SGML | SIGMA LITHIUM CORPORATION | $4.5M | 3.61% | 1.0M | 增持 |
| 14 | BHP | BHP GROUP LTD | $4.4M | 3.49% | 91,545 | 新建仓 |
| 15 | EVRG | EVERGY INC | $4.0M | 3.16% | 57,835 | 减持 |
| 16 | MTZ | MASTEC INC | $3.9M | 3.07% | 22,723 | 减持 |
| 17 | PNW | PINNACLE WEST CAP CORP | $3.7M | 2.96% | 41,663 | 新建仓 |
| 18 | FE | FIRSTENERGY CORP | $3.4M | 2.66% | 83,290 | 新建仓 |
| 19 | AAON | AAON INC | $3.2M | 2.57% | 43,820 | 新建仓 |
| 20 | BTU | PEABODY ENERGY CORP | $2.8M | 2.24% | 210,000 | 减持 |
| 21 | ERO | ERO COPPER CORP | $2.7M | 2.16% | 160,900 | 减持 |
| 22 | FLR | FLUOR CORP NEW | $2.7M | 2.11% | 51,952 | 减持 |
| 23 | AEE | AMEREN CORP | $2.5M | 2.00% | 26,286 | 新建仓 |
| 24 | NEE | NEXTERA ENERGY INC | $2.3M | 1.84% | 33,432 | 减持 |
| 25 | FSLR | FIRST SOLAR INC | $2.1M | 1.70% | 12,900 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
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