LC

LNZ Capital Portfolio holdings

AUM $136M
1-Year Est. Return 21.35%
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.4M
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$24.7M
2 +$20.3M
3 +$9.87M
4
NEE icon
NextEra Energy
NEE
+$4.16M
5
SRE icon
Sempra
SRE
+$2.37M

Top Sells

1 +$26.1M
2 +$24.3M
3 +$17.6M
4
NI icon
NiSource
NI
+$17.1M
5
ES icon
Eversource Energy
ES
+$9.13M

Sector Composition

1 Utilities 96.83%
2 Industrials 2.34%
3 Technology 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-120,000
27
-70,000