LNZ Capital as of Sept. 30, 2020
Portfolio Holdings for LNZ Capital
LNZ Capital holds 16 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Southern Company (SO) | 31.5 | $25M | 455k | 54.22 | |
| AES Corporation (AES) | 25.9 | $20M | 1.1M | 18.11 | |
| Dominion Resources (D) | 12.6 | $9.9M | 125k | 78.93 | |
| Nextera Energy (NEE) | 8.5 | $6.7M | 24k | 277.54 | |
| Nrg Energy Com New (NRG) | 5.5 | $4.3M | 140k | 30.74 | |
| Entergy Corporation (ETR) | 3.1 | $2.5M | 25k | 98.52 | |
| Sempra Energy (SRE) | 3.0 | $2.4M | 20k | 118.35 | |
| American Electric Power Company (AEP) | 2.1 | $1.6M | 20k | 81.75 | |
| Oge Energy Corp (OGE) | 1.9 | $1.5M | 50k | 30.00 | |
| CenterPoint Energy (CNP) | 1.5 | $1.2M | 60k | 19.35 | |
| Avangrid | 1.3 | $1.0M | 20k | 50.45 | |
| Tpi Composites (TPICQ) | 0.8 | $621k | 21k | 28.96 | |
| Generac Holdings (GNRC) | 0.8 | $620k | 3.2k | 193.51 | |
| Ballard Pwr Sys (BLDP) | 0.8 | $590k | 39k | 15.09 | |
| Solaredge Technologies (SEDG) | 0.4 | $333k | 1.4k | 238.54 | |
| 4068594 Enphase Energy (ENPH) | 0.4 | $323k | 3.9k | 82.69 |
