BC

Blackstart Capital Portfolio holdings

AUM $151M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
-14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.6M
3
+$10.6M
4
NEE icon
NextEra Energy
NEE
+$8.2M
5
CNP icon
CenterPoint Energy
CNP
+$7.64M

Top Sells

1
+$4.99M
2
+$3.59M
3
+$2.58M
4
WEC icon
WEC Energy
WEC
+$2.36M
5
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$2.35M

Sector Composition

1 Utilities 96.52%
2 Energy 0.52%
3 Technology 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WEC icon
26
WEC Energy
WEC
$36.3B
– –
-26,759
AY
27
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
– –
-105,245
TGE
28
DELISTED
Tallgrass Energy, LP Class A Shares
TGE
– –
-44,619
1
2