Pickering Energy Partners as of June 30, 2024
Portfolio Holdings for Pickering Energy Partners
Pickering Energy Partners holds 29 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Laredo Petroleum (VTLE) | 66.3 | $84M | 1.9M | 44.82 | |
| Laredo Petroleum Call Option | 27.9 | $35M | 787k | 44.82 | |
| Permian Resources Corp Class A Com (PR) | 1.2 | $1.5M | 90k | 16.15 | |
| Diamondback Energy (FANG) | 1.0 | $1.2M | 6.0k | 200.19 | |
| Direxion Shs Etf Tr Oil Gas Bl 2x Sh (GUSH) | 0.8 | $975k | 28k | 35.45 | |
| Talos Energy (TALO) | 0.8 | $950k | 78k | 12.15 | |
| Valaris Cl A (VAL) | 0.4 | $501k | 6.7k | 74.50 | |
| Sunnova Energy International (NOVAQ) | 0.3 | $441k | 79k | 5.58 | |
| ConocoPhillips (COP) | 0.3 | $435k | 3.8k | 114.38 | |
| EQT Corporation (EQT) | 0.3 | $411k | 11k | 36.98 | |
| Comstock Resources (CRK) | 0.3 | $384k | 37k | 10.38 | |
| Sable Offshore Corp Com Shs (SOC) | 0.2 | $226k | 15k | 15.07 | |
| Net Power Com Cl A (NPWR) | 0.0 | $31k | 3.1k | 9.83 | |
| Net Power *w Exp 06/08/202 (NPWR.WS) | 0.0 | $30k | 13k | 2.29 | |
| Albemarle Corporation (ALB) | 0.0 | $29k | 300.00 | 95.52 | |
| Ge Vernova (GEV) | 0.0 | $26k | 150.00 | 171.51 | |
| Enovix Corp (ENVX) | 0.0 | $25k | 1.6k | 15.46 | |
| Ivanhoe Electric (IE) | 0.0 | $19k | 2.1k | 9.38 | |
| Stem | 0.0 | $13k | 12k | 1.11 | |
| Quantumscape Corp Com Cl A (QS) | 0.0 | $12k | 2.5k | 4.92 | |
| Tpi Composites (TPICQ) | 0.0 | $12k | 3.0k | 3.99 | |
| Freyr Battery Com New (TE) | 0.0 | $12k | 7.0k | 1.70 | |
| Eos Energy Enterprises Com Cl A (EOSE) | 0.0 | $12k | 9.2k | 1.27 | |
| Ess Tech Common Stock | 0.0 | $9.8k | 12k | 0.82 | |
| Energy Vault Holdings (NRGV) | 0.0 | $9.0k | 9.5k | 0.95 | |
| Forum Energy Technologies In (FET) | 0.0 | $8.4k | 500.00 | 16.86 | |
| Solaredge Technologies (SEDG) | 0.0 | $7.6k | 300.00 | 25.26 | |
| Maxeon Solar Technologies Lt SHS | 0.0 | $1.7k | 2.0k | 0.85 | |
| Mobileye Global Common Class A (MBLY) | 0.0 | $1.4k | 50.00 | 28.10 |