Shelter Harbor Advisors, LP

data from 31/12/2019

Capitalization

$ 192.008 M -3.02 %

Average holding period

4 ans

Performance

$ 42.654 M 21.55 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Shelter Harbor Advisors, LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2019/12/31 NEE NEXTERA ENERGY INC 17.66% 33.902 M $ 140000 2017/12/31 915.999 K $ 3.93 %
2019/12/31 AEE AMEREN CORP 13.00% 24.960 M $ 325000 2019/09/30 -650.000 K $ -4.06 %
2019/12/31 EIX EDISON INTL 9.82% 18.853 M $ 250000 2019/09/30 -1.500 K $ -0.01 %
2019/12/31 ETR ENTERGY CORP NEW 7.80% 14.975 M $ 125000 2018/09/30 365.999 K $ 2.08 %
2019/12/31 SJW SJW GROUP 5.92% 11.370 M $ 160000 2018/12/31 900.249 K $ 4.06 %
2019/12/31 CMS CMS ENERGY CORP 5.73% 10.997 M $ 175000 2018/12/31 -221.999 K $ -1.74 %
2019/12/31 EXC EXELON CORP 5.34% 10.258 M $ 225000 2017/12/31 -543.199 K $ -5.62 %
2019/12/31 LNT ALLIANT ENERGY CORP 5.13% 9.850 M $ 180000 2018/06/30 118.499 K $ 1.46 %
2019/12/31 BKH BLACK HILLS CORP 4.09% 7.854 M $ 100000 2018/09/30 181.000 K $ 2.36 %
2019/12/31 ATO ATMOS ENERGY CORP 3.79% 7.271 M $ 65000 2019/12/31 0.000 $ 0.00 %
2019/12/31 D DOMINION ENERGY INC 3.67% 7.040 M $ 85000 2018/09/30 329.299 K $ 2.20 %
2019/12/31 DTE DTE ENERGY CO 3.38% 6.494 M $ 50000 2019/12/31 0.000 $ 0.00 %
2019/12/31 NRG NRG ENERGY INC 3.11% 5.963 M $ 150000 2019/12/31 0.000 $ 0.00 %
2019/12/31 SWX SOUTHWEST GAS HOLDINGS INC 2.97% 5.698 M $ 75000 2019/12/31 0.000 $ 0.00 %
2019/12/31 NI NISOURCE INC 2.54% 4.872 M $ 175000 2019/03/31 0.000 $ 0.00 %
2019/12/31 CNP CENTERPOINT ENERGY INC 2.49% 4.772 M $ 175000 2018/06/30 -363.750 K $ -9.64 %
2019/12/31 LNG CHENIERE ENERGY INC 2.39% 4.580 M $ 75000 2019/12/31 0.000 $ 0.00 %
2019/12/31 VST VISTRA ENERGY CORP 1.20% 2.299 M $ 100000 2018/12/31 -467.500 K $ -13.99 %
2019/12/31 ES EVERSOURCE ENERGY 0.00% 0.000 $ 0 2018/06/30 0.000 $ 0.00 %
2019/12/31 OGS ONE GAS INC 0.00% 0.000 $ 0 2019/09/30 0.000 $ 0.00 %
2019/12/31 ALE ALLETE INC 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2019/12/31 WTR AQUA AMERICA INC 0.00% 0.000 $ 0 2019/09/30 0.000 $ 0.00 %
2019/12/31 NWE NORTHWESTERN CORP 0.00% 0.000 $ 0 2018/09/30 0.000 $ 0.00 %
2019/12/31 POR PORTLAND GEN ELEC CO 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2019/12/31 FE FIRSTENERGY CORP 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %