Pickering Energy Partners LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Pickering Energy Partners LP disclosed 7 US equity positions worth $4.1m in its Q2 2025 13F filing. The largest position was VST at 23.8% of the reported book, followed by CEG and EQT. Against the Q1 2025 filing, it opened 1 new position, added to 2 and reduced 4 among the top 7 holdings.
What did Pickering Energy Partners LP own in Q2 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VST VISTRA CORP | Utilities | 23.8% | $969.0k | 5,000 | 38% | added |
| 2 | CEG CONSTELLATION ENERGY CORP | Utilities | 23.1% | $939.2k | 2,910 | 43% | added |
| 3 | EQT EQT CORP | Energy | 17.6% | $717.3k | 12,300 | -6% | reduced |
| 4 | EXE EXPAND ENERGY CORPORATION | Energy | 17.1% | $695.8k | 5,950 | -6% | reduced |
| 5 | SOC SABLE OFFSHORE CORP | 11.9% | $483.6k | 22,000 | -27% | reduced | |
| 6 | PR PERMIAN RESOURCES CORP | Energy | 3.3% | $136.2k | 10,000 | – | new |
| 7 | CRGY CRESCENT ENERGY COMPANY | 3.2% | $129.0k | 15,000 | -56% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.