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BC

Blackstart Capital Portfolio holdings

AUM $151M
1-Year Est. Return 14.01%
This Fund
S&P 500
This Quarter Est. Return
+1.2%
1 Year Est. Return
-14.01%
3 Year Est. Return
+9%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$151M
AUM Growth
+$97.3M
Cap. Flow
+$99.1M
Cap. Flow %
65.8%
Top 10 Hldgs %
62.92%
Holding
28
New
10
Increased
9
Reduced
2
Closed
7

Top Buys

1
NI icon
NiSource
NI
+$11.7M
2
FE icon
FirstEnergy
FE
+$11.3M
3
OGE icon
OGE Energy
OGE
+$10.8M
4
NEE icon
NextEra Energy
NEE
+$8.18M
5
EIX icon
Edison International
EIX
+$7.11M

Top Sells

1
DUK icon
Duke Energy
DUK
+$4.99M
2
PNW icon
Pinnacle West Capital
PNW
+$3.59M
3
ALE
Allete
ALE
+$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
$37.7B
– –
-26,759
Closed -$2.36M
AY
27
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
– –
-105,245
Closed -$2.35M
TGE
28
DELISTED
Tallgrass Energy, LP Class A Shares
TGE
– –
-44,619
Closed -$734K
1
2

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