LNZ Capital as of Dec. 31, 2021
Portfolio Holdings for LNZ Capital
LNZ Capital holds 21 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AES Corporation (AES) | 14.8 | $20M | 830k | 24.30 | |
| Sempra Energy (SRE) | 12.7 | $17M | 131k | 132.28 | |
| Nextera Energy (NEE) | 12.7 | $17M | 185k | 93.36 | |
| PG&E Corporation (PCG) | 10.8 | $15M | 1.2M | 12.14 | |
| Edison International (EIX) | 8.5 | $12M | 170k | 68.25 | |
| Exelon Corporation (EXC) | 7.5 | $10M | 177k | 57.76 | |
| Vistra Energy (VST) | 5.2 | $7.1M | 310k | 22.77 | |
| Generac Holdings (GNRC) | 4.0 | $5.5M | 16k | 351.94 | |
| Fluence Energy Com Cl A (FLNC) | 3.4 | $4.6M | 129k | 35.56 | |
| General Motors Company (GM) | 3.1 | $4.3M | 73k | 58.64 | |
| CenterPoint Energy (CNP) | 3.0 | $4.0M | 145k | 27.91 | |
| Array Technologies Com Shs (ARRY) | 2.6 | $3.6M | 227k | 15.69 | |
| Solaredge Technologies (SEDG) | 2.1 | $2.8M | 10k | 280.60 | |
| Sunrun (RUN) | 1.9 | $2.6M | 76k | 34.30 | |
| Nrg Energy Com New (NRG) | 1.9 | $2.6M | 60k | 43.08 | |
| Magna Intl Inc cl a (MGA) | 1.8 | $2.4M | 30k | 80.93 | |
| Entergy Corporation (ETR) | 1.2 | $1.7M | 15k | 112.67 | |
| Aptiv SHS | 0.8 | $1.2M | 7.0k | 164.97 | |
| Sunnova Energy International (NOVAQ) | 0.8 | $1.1M | 40k | 27.93 | |
| Plug Power Com New (PLUG) | 0.8 | $1.0M | 36k | 28.24 | |
| Stem | 0.5 | $646k | 34k | 18.96 |
