LNZ Capital LP 13F Holdings
CIK 0001666868 · New York, NY
As of Dec 31, 2021, LNZ Capital LP reported 21 positions worth
CIK 0001666868 · New York, NY
As of Dec 31, 2021, LNZ Capital LP reported 21 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| AES CORP | AES | Utilities | 830,000 | $20.2K | 14.80% |
| SEMPRA | SRE | Utilities | 131,000 | 7.3K | 12.71% |
| NEXTERA ENERGY INC | NEE | Utilities | 185,000 | 7.3K | 12.67% |
| PG&E CORP | PCG | Utilities | 1,210,000 | 4.7K | 10.78% |
| EDISON INTERNATIONAL | EIX | Utilities | 170,000 | 1.6K | 8.51% |
| EXELON CORP | EXC | Utilities | 177,000 | 0.2K | 7.50% |
| VISTRA CORP | VST | Utilities | 310,000 | $7.1K | 5.18% |
| GENERAC HOLDINGS INC | GNRC | Industrials | 15,500 | $5.5K | 4.00% |
| FLUENCE ENERGY INC | FLNC | Utilities | 129,140 | $4.6K | 3.37% |
| GENERAL MOTORS CO | GM | Consumer Cyclical | 72,600 | $4.3K | 3.12% |
| CENTERPOINT ENERGY INC | CNP | Utilities | 145,000 | $4.0K | 2.97% |
| ARRAY TECHNOLOGIES INC | ARRY | Technology | 227,200 | $3.6K | 2.62% |
| SOLAREDGE TECHNOLOGIES INC | SEDG | Technology | 10,000 | $2.8K | 2.06% |
| SUNRUN INC | RUN | Technology | 75,900 | $2.6K | 1.91% |
| NRG ENERGY INC | NRG | Utilities | 60,000 | $2.6K | 1.90% |
| MAGNA INTERNATIONAL INC | MGA | Consumer Cyclical | 30,000 | $2.4K | 1.78% |
| ENTERGY CORP | ETR | Utilities | 15,000 | .7K | 1.24% |
| APTIV PLC SHS (JERSEY) | — | — | 6,983 | .2K | 0.85% |
| SUNNOVA ENERGY INTERNATIONAL INC | NOVA | Technology | 40,000 | .1K | 0.82% |
| PLUG POWER INC | PLUG | Industrials | 36,400 | .0K | 0.75% |
| STEM INC | STEM | Technology | 34,073 | $646.0 | 0.47% |