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DECADE RENEWABLE PARTNERS LP

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13F filer, CIK 1915836, HOUSTON, TX

DECADE RENEWABLE PARTNERS LP reported $125,982,523 across 27 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 57.32% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001892688-25-000151

Period
2025-06-30
Reported value
$126M
Holdings
27
Top 10 weight
57.32%
New
10
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FCXnew+144,200$6.25M
DTEnew+47,000$6.23M
WECnew+53,680$5.59M
SREnew+66,200$5.02M
BHPnew+91,545$4.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
EROreduced-560,800-$9.48M
Dexited-165,402-$9.27M
FLRreduced-139,156-$7.13M
HBMreduced-658,470-$6.99M
PEGexited-75,960-$6.25M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001892688-25-000151, largest first. % of portfolio is the value over $123,164,323, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HBMHUDBAY MINERALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689,517 shares; 2024Q4: 1,081,767 shares; 2025Q1: 1,699,586 shares; 2025Q2: 1,041,116 shares 1,041,116$11M8.97%-658,470Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,390 shares; 2025Q2: 76,909 shares 76,909$11M8.94%+18,519Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,700 shares; 2025Q1: 105,599 shares; 2025Q2: 106,100 shares 106,100$7.23M5.87%+501Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144,200 shares 144,200$6.25M5.08%newTimeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,232 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,000 shares 47,000$6.23M5.05%newTimeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130,009 shares; 2025Q1: 55,992 shares; 2025Q2: 74,427 shares 74,427$6.19M5.02%+18,435Timeline
ARRYARRAY TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 435,171 shares; 2025Q2: 1,005,802 shares 1,005,802$5.93M4.82%+570,631Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,911 shares; 2024Q4: 46,400 shares; 2025Q1: 37,500 shares; 2025Q2: 30,394 shares 30,394$5.89M4.78%-7,106Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,680 shares 53,680$5.59M4.54%newTimeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,500 shares; 2025Q2: 142,268 shares 142,268$5.23M4.24%+87,768Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,545 shares; 2024Q4: 45,282 shares; 2025Q1: not reported; 2025Q2: 66,200 shares 66,200$5.02M4.07%newTimeline
ATKRATKORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,800 shares; 2025Q1: 83,522 shares; 2025Q2: 69,678 shares 69,678$4.92M3.99%-13,844Timeline
SGMLSIGMA LITHIUM CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781,296 shares; 2024Q4: 861,861 shares; 2025Q1: 882,621 shares; 2025Q2: 1,010,921 shares 1,010,921$4.55M3.69%+128,300Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,545 shares 91,545$4.4M3.57%newTimeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,580 shares; 2024Q4: not reported; 2025Q1: 78,800 shares; 2025Q2: 57,835 shares 57,835$3.99M3.24%-20,965Timeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,705 shares; 2024Q4: 70,335 shares; 2025Q1: 30,737 shares; 2025Q2: 22,723 shares 22,723$3.87M3.14%-8,014Timeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,663 shares 41,663$3.73M3.03%newTimeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123,900 shares; 2025Q1: not reported; 2025Q2: 83,290 shares 83,290$3.35M2.72%newTimeline
AAONAAON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,807 shares; 2025Q1: not reported; 2025Q2: 43,820 shares 43,820$3.23M2.62%newTimeline
EROERO COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,400 shares; 2024Q4: 446,600 shares; 2025Q1: 721,700 shares; 2025Q2: 160,900 shares 160,900$2.72M2.21%-560,800Timeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,100 shares; 2024Q4: 176,788 shares; 2025Q1: 191,108 shares; 2025Q2: 51,952 shares 51,952$2.66M2.16%-139,156Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,200 shares; 2024Q4: 137,662 shares; 2025Q1: not reported; 2025Q2: 26,286 shares 26,286$2.52M2.05%newTimeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,249 shares; 2024Q4: 85,300 shares; 2025Q1: 86,001 shares; 2025Q2: 33,432 shares 33,432$2.32M1.88%-52,569Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,200 shares; 2024Q4: 65,421 shares; 2025Q1: 35,290 shares; 2025Q2: 12,900 shares 12,900$2.14M1.73%-22,390Timeline
PRIMPRIMORIS SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,911 shares; 2024Q4: not reported; 2025Q1: 17,822 shares; 2025Q2: 25,141 shares 25,141$1.96M1.59%+7,319Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,500 shares; 2025Q1: 12,900 shares; 2025Q2: 7,423 shares 7,423$1.19M0.97%-5,477Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
BTUPEABODY ENGR CORP COMcall210,000$2.82Mnew

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DDOMINION ENERGY INC165,402$9.27Mshares
PEGPUBLIC SVC ENTERPRISE GROUP75,960$6.25Mshares
EXCEXELON CORP122,300$5.64Mshares
BTUPEABODY ENGR CORP349,500$4.74Mshares
MODMODINE MFG CO58,350$4.48Mshares
GEVGE VERNOVA INC10,800$3.3Mshares
EMEEMCOR GROUP INC6,724$2.49Mshares
LACLITHIUM AMERS CORP NEW680,100$1.84Mshares
OGEOGE ENERGY CORP5,007$230Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001892688-25-000151 base2025-08-14acceptance time not in the bulk data set