Q3 2024 |
29 |
$143M |
+$35.6M |
-$37.5M |
-$1.91M |
GEV, NXT, CLNE, FSLR, CWEN
|
13F-HR |
11/14/2024, 02:14 PM |
Q2 2024 |
0 |
$0 |
$0 |
$0 |
|
|
New Holdings |
10/15/2024, 01:32 PM |
Q2 2024 |
29 |
$128M |
+$48.8M |
-$62.6M |
-$13.8M |
GEV, ENS, CLNE, PWR, CWEN
|
13F-HR |
8/14/2024, 01:52 PM |
Q1 2024 |
32 |
$147M |
+$62.4M |
-$79.9M |
-$17.5M |
NVT, SHLS, CLNE, PWR, PRIM
|
13F-HR |
5/15/2024, 01:46 PM |
Q4 2023 |
25 |
$160M |
+$58.2M |
-$150M |
-$92.1M |
ENPH, FSLR, SEDG, NVT, ARRY
|
13F-HR |
2/14/2024, 12:57 PM |
Q3 2023 |
44 |
$245M |
+$69.3M |
-$137M |
-$67.5M |
CLNE, MTZ, BDC, SHLS, FSLR
|
13F-HR |
11/14/2023, 10:22 AM |
Q2 2023 |
43 |
$341M |
+$138M |
-$134M |
+$4.29M |
MTZ, SEDG, FSLR, NXT, CLNE
|
13F-HR |
8/14/2023, 09:36 AM |
Q1 2023 |
46 |
$327M |
+$148M |
-$170M |
-$21.7M |
SEDG, SHLS, MAXN, MTZ, NXT
|
13F-HR |
5/15/2023, 10:47 AM |
Q4 2022 |
49 |
$327M |
+$164M |
-$124M |
+$39.4M |
SEDG, FSLR, ICLN, ARRY, GTLS
|
13F-HR |
2/14/2023, 11:17 AM |
Q3 2022 |
45 |
$280M |
+$174M |
-$125M |
+$48.2M |
FSLR, RUN, ARRY, COP, TPIC
|
13F-HR |
11/14/2022, 11:17 AM |
Q2 2022 |
48 |
$219M |
+$122M |
-$164M |
-$42.3M |
LFG, EQNR, OVV, CWEN, PSX
|
13F-HR |
8/15/2022, 02:54 PM |
Q1 2022 |
52 |
$289M |
+$217M |
-$175M |
+$42M |
CLH, OXY, XOM, ALB, LFG
|
13F-HR |
5/16/2022, 10:04 AM |
Q4 2021 |
54 |
$241M |
+$113M |
-$126M |
-$12.7M |
COP, GM, CVX, ELMSQ, LFG
|
13F-HR |
2/14/2022, 12:17 PM |
Q3 2021 |
58 |
$247M |
+$123M |
-$120M |
+$3.18M |
VEI, CVX, VLO, FSLR, CAT
|
13F-HR |
11/12/2021, 05:25 PM |
Q2 2021 |
55 |
$248M |
+$104M |
-$132M |
-$28.3M |
PDAC, BG, PXD, CVA, DAR
|
13F-HR |
8/16/2021, 01:33 PM |
Q1 2021 |
53 |
$256M |
+$92.1M |
-$200M |
-$108M |
BG, AMRC, PXD, WLDN, DE
|
13F-HR |
5/17/2021, 09:46 AM |
Q4 2020 |
58 |
$336M |
+$151M |
-$293M |
-$143M |
BG, WLDN, DAR, MGA, EQNR
|
13F-HR |
2/12/2021, 04:54 PM |
Q3 2020 |
53 |
$368M |
+$231M |
-$226M |
+$4.65M |
WKHS, DAR, NOVA, GNRC, ENPH
|
13F-HR |
11/13/2020, 02:15 PM |
Q2 2020 |
46 |
$333M |
+$107M |
-$190M |
-$83.4M |
GNRC, VSLR, REGI, PXD, CAT
|
13F-HR |
8/14/2020, 08:36 AM |
Q1 2020 |
50 |
$311M |
+$222M |
-$155M |
+$67.5M |
RUN, COP, GNRC, CAT, CTRA
|
13F-HR |
5/15/2020, 08:02 AM |
Q4 2019 |
44 |
$340M |
+$96.6M |
-$184M |
-$87.4M |
REGI, SU, COP, WHD, VSLR
|
13F-HR |
2/14/2020, 09:03 AM |
Q3 2019 |
44 |
$397M |
+$167M |
-$125M |
+$41.7M |
REGI, RUN, COP, SU, RDSA
|
13F-HR |
11/14/2019, 08:45 AM |
Q2 2019 |
42 |
$391M |
+$143M |
-$145M |
-$1.57M |
COP, GTLS, FTI, TPIC, FSLR
|
13F-HR |
8/14/2019, 08:59 AM |
Q1 2019 |
44 |
$395M |
+$167M |
-$107M |
+$59.9M |
COP, APC, FTI, WHD, CVX
|
13F-HR |
5/15/2019, 09:14 AM |
Q4 2018 |
46 |
$295M |
+$156M |
-$209M |
-$52.8M |
GTLS, SU, COP, FANG, KEX
|
13F-HR |
2/14/2019, 11:40 AM |
Q3 2018 |
47 |
$429M |
+$161M |
-$267M |
-$106M |
COP, FTI, SU, HP, MRO
|
13F-HR |
11/14/2018, 09:54 AM |
Q2 2018 |
55 |
$519M |
+$190M |
-$359M |
-$169M |
APC, SU, OXY, HES, FTI
|
13F-HR |
8/14/2018, 09:14 AM |
Q1 2018 |
48 |
$621M |
+$344M |
-$227M |
+$117M |
TS, HP, SU, FANG, SLB
|
13F-HR |
5/15/2018, 09:51 AM |
Q4 2017 |
47 |
$516M |
+$211M |
-$298M |
-$86.9M |
PUMP, SU, RES, COP, EOG
|
13F-HR |
2/14/2018, 09:28 AM |
Q3 2017 |
50 |
$560M |
+$239M |
-$296M |
-$57.5M |
HAL, CJ, XOM, CNQ, COP
|
13F-HR |
11/14/2017, 08:37 AM |
Q2 2017 |
37 |
$602M |
+$208M |
-$195M |
+$13.4M |
CJ, PE, HAL, FANG, EOG
|
13F-HR |
8/14/2017, 10:23 AM |
Q1 2017 |
37 |
$665M |
+$351M |
-$256M |
+$94.9M |
CJ, HAL, PE, FMSA, FANG
|
13F-HR |
5/12/2017, 09:48 AM |
Q4 2016 |
29 |
$620M |
+$250M |
-$231M |
+$19.2M |
FMSA, HAL, FANG, EGN, RSPP
|
13F-HR |
2/14/2017, 12:04 PM |
Q3 2016 |
32 |
$563M |
+$348M |
-$259M |
+$88.6M |
HAL, NOV, FANG, EGN, HP
|
13F-HR |
11/14/2016, 11:52 AM |
Q2 2016 |
36 |
$470M |
+$291M |
-$581M |
-$290M |
HAL, HP, BHI, XOM, APA
|
13F-HR |
8/15/2016, 09:28 AM |
Q1 2016 |
42 |
$691M |
+$366M |
-$353M |
+$13.3M |
OXY, HAL, SLCA, DVN, DOFSQ
|
13F-HR |
5/16/2016, 09:33 AM |
Q4 2015 |
41 |
$686M |
+$280M |
-$260M |
+$19.6M |
FTI, OXY, DVN, RIG, EOG
|
13F-HR |
2/16/2016, 10:29 AM |
Q3 2015 |
34 |
$657M |
+$401M |
-$178M |
+$223M |
BHI, FTI, EOG, OXY, PE
|
13F-HR |
11/13/2015, 02:38 PM |
Q2 2015 |
39 |
$511M |
+$273M |
-$216M |
+$56.7M |
FTI, CAM, EOG, OXY, BHI
|
13F-HR |
8/13/2015, 01:56 PM |
Q1 2015 |
38 |
$439M |
+$256M |
-$108M |
+$148M |
PTEN, BHI, NBL, PE, PXD
|
13F-HR |
5/13/2015, 01:19 PM |
Q4 2014 |
34 |
$285M |
$0 |
$0 |
|
BHI, RDC, APC, EQT, SU
|
13F-HR |
2/10/2015, 02:15 PM |