DECADE RENEWABLE PARTNERS LP

CIK

1915836

Location

HOUSTON, TX

Portfolio Value

Small $125,974,476

Diversification

Diversified

Filing Date

Global Rank

#5,001 / 7,998 ▼ 318 · as of Jun 2025

Top Industry

Utilities - Regulated Electric 36.8%

3Y Alpha vs SPY

-6.8%

Period ended 1 year ago

Filed Aug 14, 2025 · 11mo

11 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+47.2%

SPY

+76.0%

Annualised alpha

-7.0%

Max drawdown

−24.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

27 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

8.8%

−1.1 pts

Top 5

33.2%

−3.2 pts

Top 10

56.0%

−4.9 pts

HHI

466

Diversified−49

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Utilities	46.4%	$58,469,169	13
Basic Materials	23.0%	$28,960,018	5
Industrials	22.0%	$27,657,392	6
Technology	6.4%	$8,069,697	2
Energy	2.2%	$2,818,200	1

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
ARRY	Array Technologies, Inc.	+570,631	1,005,802	$5,934,231
SGML	Sigma Lithium Corp	+128,300	1,010,921	$4,549,144
CNP	Centerpoint Energy Inc	+87,768	142,268	$5,226,926
GNRC	Generac Holdings Inc.	+18,519	76,909	$11,014,137
ETR	Entergy Corp /De/	+18,435	74,427	$6,186,372
PRIM	Primoris Services Corp	+7,319	25,141	$1,959,489
XEL	Xcel Energy Inc	+501	106,100	$7,225,410
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
HBM	Hudbay Minerals Inc.	−658,470	1,041,116	$11,046,240
ERO	Ero Copper Corp.	−560,800	160,900	$2,711,165
BTU	Peabody Energy Corp	−139,500	210,000	$2,818,200
FLR	Fluor Corp	−139,156	51,952	$2,663,579
NEE	Nextera Energy Inc	−52,569	33,432	$2,320,849
FSLR	First Solar, Inc.	−22,390	12,900	$2,135,466
EVRG	Evergy, Inc.	−20,965	57,835	$3,986,566
ATKR	Atkore Inc.	−13,844	69,678	$4,915,782
MTZ	Mastec Inc	−8,014	22,723	$3,872,680
VST	Vistra Corp.	−7,106	30,394	$5,890,661
NRG	Nrg Energy, Inc.	−5,477	7,423	$1,191,985
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
FCX	Freeport-Mcmoran Inc	144,200	$6,251,070
DTE	Dte Energy Co	47,000	$6,225,620
WEC	Wec Energy Group, Inc.	53,680	$5,593,456
SRE	Sempra	66,200	$5,015,974
BHP	BHP Group Ltd	91,545	$4,402,399
PNW	Pinnacle West Capital Corp	41,663	$3,727,588
FE	Firstenergy Corp	83,290	$3,353,255
AAON	Aaon, Inc.	43,820	$3,231,725
AEE	Ameren Corp	26,286	$2,524,507
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
D	Dominion Energy, Inc	165,402	$9,274,090
PEG	Public Service Enterprise Group Inc	75,960	$6,251,508
EXC	Exelon Corp	122,300	$5,635,584
MOD	Modine Manufacturing Co	58,350	$4,478,362
GEV	GE Vernova Inc.	10,800	$3,297,024
EME	EMCOR Group, Inc.	6,724	$2,485,392
LAC	Lithium Americas Corp.	680,100	$1,843,071
OGE	Oge Energy Corp.	5,007	$230,121
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

27 positions · $125,974,476 total · as of Jun 30, 2025

All sectors Basic Materials Energy Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
HBM	Hudbay Minerals Inc. Basic Materials	Reduced	1,041,116	-658,470	$11,046,240	−14.4%	8.77%
GNRC	Generac Holdings Inc. Industrials	Added	76,909	+18,519	$11,014,137	+48.9%	8.74%
XEL	Xcel Energy Inc Utilities	Added	106,100	+501	$7,225,410	−3.3%	5.74%
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	144,200	NEW	$6,251,070	NEW	4.96%
DTE	Dte Energy Co Utilities	NEW	47,000	NEW	$6,225,620	NEW	4.94%
ETR	Entergy Corp /De/ Utilities	Added	74,427	+18,435	$6,186,372	+29.2%	4.91%
ARRY	Array Technologies, Inc. Technology	Added	1,005,802	+570,631	$5,934,231	+180.0%	4.71%
VST	Vistra Corp. Utilities	Reduced	30,394	-7,106	$5,890,661	+33.8%	4.68%
WEC	Wec Energy Group, Inc. Utilities	NEW	53,680	NEW	$5,593,456	NEW	4.44%
CNP	Centerpoint Energy Inc Utilities	Added	142,268	+87,768	$5,226,926	+164.7%	4.15%
SRE	Sempra Utilities	NEW	66,200	NEW	$5,015,974	NEW	3.98%
ATKR	Atkore Inc. Industrials	Reduced	69,678	-13,844	$4,915,782	−1.9%	3.90%
SGML	Sigma Lithium Corp Basic Materials	Added	1,010,921	+128,300	$4,549,144	−50.4%	3.61%
BHP	BHP Group Ltd Basic Materials	NEW	91,545	NEW	$4,402,399	NEW	3.49%
EVRG	Evergy, Inc. Utilities	Reduced	57,835	-20,965	$3,986,566	−26.6%	3.16%
MTZ	Mastec Inc Industrials	Reduced	22,723	-8,014	$3,872,680	+8.0%	3.07%
PNW	Pinnacle West Capital Corp Utilities	NEW	41,663	NEW	$3,727,588	NEW	2.96%
FE	Firstenergy Corp Utilities	NEW	83,290	NEW	$3,353,255	NEW	2.66%
AAON	Aaon, Inc. Industrials	NEW	43,820	NEW	$3,231,725	NEW	2.57%
BTU	Peabody Energy Corp Energy	Reduced	210,000	-139,500	$2,818,200	−40.5%	2.24%
ERO	Ero Copper Corp. Basic Materials	Reduced	160,900	-560,800	$2,711,165	−69.0%	2.15%
FLR	Fluor Corp Industrials	Reduced	51,952	-139,156	$2,663,579	−61.1%	2.11%
AEE	Ameren Corp Utilities	NEW	26,286	NEW	$2,524,507	NEW	2.00%
NEE	Nextera Energy Inc Utilities	Reduced	33,432	-52,569	$2,320,849	−61.9%	1.84%
FSLR	First Solar, Inc. Technology	Reduced	12,900	-22,390	$2,135,466	−52.1%	1.70%
PRIM	Primoris Services Corp Industrials	Added	25,141	+7,319	$1,959,489	+91.5%	1.56%
NRG	Nrg Energy, Inc. Utilities	Reduced	7,423	-5,477	$1,191,985	−3.2%	0.95%