COANN CAPITAL LLC

PrivateCIK: 1824658
Location

WESTPORT, CT

19
Positions
$210.04M
Total AUM (reported)
4.37M
Total Shares

Allocation by class

TOTAL AUM$210.04M19 positions
COM$190.43M90.7%
COM NEW$19.61M9.3%

Portfolio Concentration

Top 332.4%4–1040.1%11–2527.5%TOP 1072.5%0%100%
Top 3$68.11M32.4%
4–10$84.14M40.1%
11–25$57.79M27.5%

Top 3 weight

32.4%

Top 10 weight

72.5%

Voting Authority Distribution

Total shares with voting rights: 4.37M

Sole

Full voting authority

4.37M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:

DTE ENERGY CO

SOLE
COM
Shares229.21K
TypeSH
Market value$26.94M
12.83%
Sole
229.21K
Shared
0.00
None
0.00

PPL CORP

SOLE
COM
Shares899.97K
TypeSH
Market value$26.30M
12.52%
Sole
899.97K
Shared
0.00
None
0.00

EXELON CORP

SOLE
COM
Shares344.16K
TypeSH
Market value$14.88M
7.08%
Sole
344.16K
Shared
0.00
None
0.00

XCEL ENERGY INC

SOLE
COM
Shares188.54K
TypeSH
Market value$13.22M
6.29%
Sole
188.54K
Shared
0.00
None
0.00

CMS ENERGY CORP

SOLE
COM
Shares199.87K
TypeSH
Market value$12.66M
6.03%
Sole
199.87K
Shared
0.00
None
0.00

NISOURCE INC

SOLE
COM
Shares457.99K
TypeSH
Market value$12.56M
5.98%
Sole
457.99K
Shared
0.00
None
0.00

DUKE ENERGY CORP NEW

SOLE
COM NEW
Shares117.55K
TypeSH
Market value$12.11M
5.76%
Sole
117.55K
Shared
0.00
None
0.00

FIRSTENERGY CORP

SOLE
COM
Shares287.61K
TypeSH
Market value$12.06M
5.74%
Sole
287.61K
Shared
0.00
None
0.00

EVERSOURCE ENERGY

SOLE
COM
Shares142.14K
TypeSH
Market value$11.92M
5.67%
Sole
142.14K
Shared
0.00
None
0.00

EVERGY INC

SOLE
COM
Shares152.88K
TypeSH
Market value$9.62M
4.58%
Sole
152.88K
Shared
0.00
None
0.00

ESSENTIAL UTILS INC

SOLE
COM
Shares157.62K
TypeSH
Market value$7.52M
3.58%
Sole
157.62K
Shared
0.00
None
0.00

BLACK HILLS CORP

SOLE
COM
Shares106.93K
TypeSH
Market value$7.52M
3.58%
Sole
106.93K
Shared
0.00
None
0.00

NORTHWESTERN CORP

SOLE
COM NEW
Shares126.45K
TypeSH
Market value$7.50M
3.57%
Sole
126.45K
Shared
0.00
None
0.00

DOMINION ENERGY INC

SOLE
COM
Shares121.73K
TypeSH
Market value$7.46M
3.55%
Sole
121.73K
Shared
0.00
None
0.00

CENTERPOINT ENERGY INC

SOLE
COM
Shares228.69K
TypeSH
Market value$6.86M
3.27%
Sole
228.69K
Shared
0.00
None
0.00

PG&E CORP

SOLE
COM
Shares410.76K
TypeSH
Market value$6.68M
3.18%
Sole
410.76K
Shared
0.00
None
0.00

SPIRE INC

SOLE
COM
Shares83.13K
TypeSH
Market value$5.72M
2.73%
Sole
83.13K
Shared
0.00
None
0.00

IDACORP INC

SOLE
COM
Shares46.55K
TypeSH
Market value$5.02M
2.39%
Sole
46.55K
Shared
0.00
None
0.00

PNM RES INC

SOLE
COM
Shares71.62K
TypeSH
Market value$3.49M
1.66%
Sole
71.62K
Shared
0.00
None
0.00