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
$138M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$18.1M
2 +$12.7M
3 +$12.3M
4
OGE icon
OGE Energy
OGE
+$10.5M
5
CNP icon
CenterPoint Energy
CNP
+$9.07M

Top Sells

1 +$16.6M
2 +$15.4M
3 +$11.4M
4
ALUS
Alussa Energy Acquisition Corp
ALUS
+$10M
5
WEC icon
WEC Energy
WEC
+$4.68M

Sector Composition

1 Utilities 76.01%
2 Consumer Discretionary 23.23%
3 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,001,906
27
-31,000