VENNLIGHT CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HOND | 500K | $8.21M |
 | PCG | 403K | $6.08M |
 | AES | 385K | $5.06M |
 | SMR | 192K | $6.93M |
 | WULF | 175K | $2.00M |
 | CORZ | 150K | $2.69M |
 | APLD | 125K | $2.87M |
 | CWEN | 97K | $2.74M |
 | CIFR | 87K | $1.10M |
 | GLXY | 85K | $2.86M |
 | HUT | 58K | $2.01M |
 | RIOT | 57K | $1.08M |
 | CMS | 32K | $2.34M |
 | EVRG | 27K | $2.08M |
 | XEL | 26K | $2.09M |
 | VST | 20K | $3.95M |
 | EMR | 17K | $2.20M |
 | ES | 15K | $1.09M |
 | MTZ | 15K | $3.10M |
 | TLN | 13K | $5.47M |
HCM II Acquisition Corp.
HOND
Shares Held
500K
Value
$8.21M
Pacific Gas & Electric Co.
PCG
Shares Held
403K
Value
$6.08M
The AES Corporation
AES
Shares Held
385K
Value
$5.06M
NuScale Power Corporation
SMR
Shares Held
192K
Value
$6.93M
TeraWulf Inc.
WULF
Shares Held
175K
Value
$2.00M
Core Scientific, Inc.
CORZ
Shares Held
150K
Value
$2.69M
Applied Digital Corporation
APLD
Shares Held
125K
Value
$2.87M
Clearway Energy, Inc.
CWEN
Shares Held
97K
Value
$2.74M
Cipher Mining Inc.
CIFR
Shares Held
87K
Value
$1.10M
Galaxy Digital
GLXY
Shares Held
85K
Value
$2.86M
Hut 8 Corp.
HUT
Shares Held
58K
Value
$2.01M
Riot Platforms, Inc.
RIOT
Shares Held
57K
Value
$1.08M
CMS Energy Corporation
CMS
Shares Held
32K
Value
$2.34M
Evergy, Inc.
EVRG
Shares Held
27K
Value
$2.08M
Xcel Energy Inc.
XEL
Shares Held
26K
Value
$2.09M
Vistra Corp.
VST
Shares Held
20K
Value
$3.95M
Emerson Electric Co.
EMR
Shares Held
17K
Value
$2.20M
Eversource Energy
ES
Shares Held
15K
Value
$1.09M
MasTec, Inc.
MTZ
Shares Held
15K
Value
$3.10M
Talen Energy Corporation
TLN
Shares Held
13K
Value
$5.47M