Blackstart Capital as of March 31, 2019
Portfolio Holdings for Blackstart Capital
Blackstart Capital holds 19 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CenterPoint Energy (CNP) | 8.9 | $40M | 1.3M | 30.70 | |
| NiSource (NI) | 8.9 | $40M | 1.4M | 28.66 | |
| Evergy (EVRG) | 8.8 | $40M | 681k | 58.05 | |
| Duke Energy (DUK) | 8.1 | $36M | 405k | 90.00 | |
| Entergy Corporation (ETR) | 7.6 | $34M | 356k | 95.63 | |
| Public Service Enterprise (PEG) | 7.6 | $34M | 570k | 59.41 | |
| Dominion Resources (D) | 6.3 | $28M | 366k | 76.66 | |
| FirstEnergy (FE) | 6.0 | $27M | 646k | 41.61 | |
| Xcel Energy (XEL) | 5.9 | $27M | 471k | 56.21 | |
| Vistra Energy (VST) | 4.6 | $21M | 790k | 26.03 | |
| SJW (SJW) | 4.1 | $19M | 299k | 61.74 | |
| Tellurian (TELL) | 4.1 | $18M | 1.6M | 11.20 | |
| Atlantica Yield (AY) | 4.1 | $18M | 934k | 19.46 | |
| Golar Lng (GLNG) | 4.0 | $18M | 842k | 21.09 | |
| NorthWestern Corporation (NWE) | 3.6 | $16M | 231k | 70.41 | |
| Cheniere Energy (LNG) | 2.2 | $10M | 148k | 68.36 | |
| Clearway Energy Inc cl c (CWEN) | 2.2 | $10M | 661k | 15.11 | |
| Spark Energy Inc-class A | 1.5 | $6.9M | 773k | 8.91 | |
| American Water Works (AWK) | 1.4 | $6.2M | 60k | 104.27 |
