Morgan Whatley Portfolio
Invests via Decade Renewable Partners LP | Managed by Decade Renewable Partners LP, Marcus Talbert, Morgan Whatley
Invests via Decade Renewable Partners LP
Managed by Decade Renewable Partners LP, Marcus Talbert, Morgan Whatley
Automatically Tracked
Morgan Whatley Profile
With a robust track record in entrepreneurial ventures, Morgan Whatley has established himself as a significant force in the startup ecosystem. His diverse background encompasses founding and scaling innovative technology firms that address unique market needs. In addition to his hands-on experience in business development, he actively mentors emerging entrepreneurs, facilitating their growth within competitive landscapes. Whatley’s insights into market trends and consumer behavior have positioned him as a thought leader among peers. He consistently seeks opportunities that leverage technology for impactful solutions while championing sustainable practices across industries.
With a robust track record in entrepreneurial ventures, Morgan Whatley has established himself as a significant force in the startup ecosystem. His diverse background encompasses founding and scaling innovative technology firms that address unique market needs. In addition to his hands-on experience in business development, he actively mentors emerging entrepreneurs, facilitating their growth within competitive landscapes. Whatley’s insights into market trends and consumer behavior have positioned him as a thought leader among peers. He consistently seeks opportunities that leverage technology for impactful solutions while championing sustainable practices across industries.
Investment Philosophy & Strategy
Market dynamics present ripe opportunities for disruption, and Morgan Whatley is adept at identifying these shifts within the tech landscape. His entrepreneurial mindset drives a keen focus on scalability, ensuring ventures are not only innovative but also positioned for sustainable growth. Drawing from extensive experience in developing startups, he emphasizes cultivating competitive advantages through unique value propositions and agile operational strategies. By fostering a culture of mentorship, he empowers nascent entrepreneurs to navigate challenges effectively while embracing technological advancements as essential tools for market penetration.
Market dynamics present ripe opportunities for disruption, and Morgan Whatley is adept at identifying these shifts within the tech landscape. His entrepreneurial mindset drives a keen focus on scalability, ensuring ventures are not only innovative but also positioned for sustainable growth. Drawing from extensive experience in developing startups, he emphasizes cultivating competitive advantages through unique value propositions and agile operational strategies. By fostering a culture of mentorship, he empowers nascent entrepreneurs to navigate challenges effectively while embracing technological advancements as essential tools for market penetration.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
14.7%
Gain +1.26%
Monthly
0.53%
Yearly
6.49%
Drawdown
22.03%
$0
Equity
Holdings
$0
Investment
$0
$26.37M
Profit +$1.9M
Realized
$26.37M
Unrealized
$0
Dividends
$9.5M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.26%
Profit
$1.9M
Win %
76%
This Week
Compared To Last Week
Gain
1.5%
Profit
$2.08M
Win %
76%
This Month
Compared to last month
Gain
3.61%
Profit
$4.92M
Win %
76%
This Year
Compared to last year
Gain
14.74%
Profit
$18.15M
Win %
69%
HBM Hudbay Minerals Inc.
+$8.84M
FLEX Flex Ltd.
+$7.84M
MAXN Maxeon Solar Technologies Ltd
+$4.49M
EXC Exelon Corporation
+$4.04M
MTZ MasTec, Inc. Common Stock
+$3.85M
SRE Sempra
+$3.59M
GEV GE Vernova Inc.
+$3.22M
VST Vistra Corp
+$3.13M
RIVN Rivian Automotive, Inc.
+$2.83M
NRG NRG Energy, Inc.
+$2.47M
NI NiSource Inc.
+$2.4M
EVRG Evergy Inc.
+$2.25M
JKS JinkoSolar Holding Co., Ltd. ADR
+$2.09M
PRIM Primoris Services Corporation
+$1.95M
ETR Entergy Corporation
+$1.95M
CSIQ Canadian Solar Inc.
+$1.94M
CMS CMS Energy Corporation
+$1.82M
ITRI Itron Inc.
+$1.58M
UGI UGI Corporation
+$1.4M
MOD Modine Manufacturing Company
+$1.27M
GTLS Chart Industries Inc.
+$1.21M
AEE Ameren Corporation
+$1.13M
DTE DTE Energy Company
+$1.04M
BWXT Bwx Technologies Inc.
+$1.03M
GDX VanEck Gold Miners ETF
+$1M
GNRC Generac Holdings Inc.
+$966,937.98
ENVX Enovix Corporation
+$896,736.41
BHP BHP Group Ltd.
+$811,088.75
RUN Sunrun Inc.
+$731,600
NOVA Sunnova Energy International Inc.
+$696,849.08
FLR Fluor Corporation
+$599,951.55
FE FirstEnergy Corp.
+$556,775.87
NEE NextEra Energy, Inc.
+$517,724.27
AEP American Electric Power Company, Inc.
+$502,480
FREY Freyr Battery Inc.
+$474,571.03
PPL PPL Corporation
+$459,301.23
CNP CenterPoint Energy Inc.
+$446,306.84
F Ford Motor Company
+$443,031
LTHM Livent Corp
+$422,836.64
LEU Centrus Energy Corp.
+$418,660
LNT Alliant Energy Corporation
+$417,998.75
PCG PG&E Corporation
+$372,059.72
XLU Utilities Select Sector SPDR Fund
+$345,705
CEG Constellation Energy Corporation
+$342,447.62
WEC WEC Energy Group Inc.
+$329,611.35
ED Consolidated Edison, Inc.
+$299,975.32
LNG Cheniere Energy Inc.
+$223,434
PNW Pinnacle West Capital Corporation
+$213,345.97
LAC Lithium Americas Corp.
+$205,176.72
D Dominion Energy, Inc.
+$184,836.87
FM iShares MSCI Frontier and Select EM ETF
+$142,295.3
AMRC Ameresco Inc.
+$135,353.77
PEG Public Service Enterprise Group Incorporated
+$125,051.6
ACM Aecom
+$83,693.23
TECK Teck Resources Ltd.
+$83,488.81
AAON Aaon Inc.
+$46,361.41
XIFR Xplr Infrastructure Partners L.P.
+$8,594.35
CCJ Cameco Corporation
+$5,793.38
ERO Ero Copper Corp.
+$2,301.4
FLNC Fluence Energy, Inc.
+$0.18
PLL Piedmont Lithium Inc.
$0
ALTM Arcadium Lithium plc
$0
SGML Sigma Lithium Corporation
-$8.99M
ENPH Enphase Energy, Inc.
-$6.6M
SHLS Shoals Technologies Group, Inc.
-$6.54M
ARRY Array Technologies Inc.
-$4.48M
STEM Stem, Inc.
-$4.2M
FSLR First Solar, Inc.
-$4.08M
AES AES Corporation
-$3.22M
DQ Daqo New Energy Corp.
-$3.02M
FCX Freeport-McMoRan Inc.
-$2.26M
NXT Nextracker Inc.
-$2.21M
EME EMCOR Group, Inc.
-$1.92M
SUNL Sunlight Financial Holdings Inc.
-$1.89M
AMPS Altus Power Inc.
-$1.62M
SQM Quimica y Minera Chilena S.A. ADR
-$1.12M
ALB Albemarle Corporation
-$1.05M
PLUG Plug Power Inc.
-$883,326
TPICQ TPI Composites, Inc.
-$772,000
BTU Peabody Energy Corporation
-$726,975
LAAC
LAAC
-$591,573.99
SO The Southern Company
-$510,761.34
BE Bloom Energy Corporation
-$456,481.85
J Jacobs Solutions Inc.
-$435,338.82
ATKR Atkore Inc.
-$428,083.63
XEL Xcel Energy Inc.
-$407,456.96
SCCO Southern Copper Corporation
-$386,024.59
ES Eversource Energy
-$229,135.87
DUK Duke Energy Corporation
-$209,670.59
AWK American Water Works Company, Inc.
-$120,132.14
LAC
LAC
-$116,532
BLDP BALLARD POWER SYSTEMS INC Common Stock
-$90,000
SEDG SolarEdge Technologies Inc.
-$37,059.8
OGE Oge Energy Corp.
-$5,802.14
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 340 | Longs Won 168/340 49% | Profit Factor 1.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $852,514.95 |
| Average Win $556,072.95 | Best Trade (Mar 30) $4.49M | Sharpe Ratio -8.88 |
| Average Loss -$474,557.62 | Worst Trade (Jun 30) -$3.84M | Z-Score -2.22 (100%) |
| Commissions $0 | Avg. Trade Length 6m 2w 6d | Expectancy $77,564.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Morgan Whatley?
The largest contributions to the portfolio's profits come from the following stocks: Hudbay Minerals Inc - $8.84M, Flex Ltd - $7.84M, Maxeon Solar Technologies Ltd - $4.49M, Exelon Corporation - $4.04M, and MasTec, Inc. Common Stock - $3.85M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Sigma Lithium Corporation - $8.99M, Enphase Energy, Inc - $6.6M, Shoals Technologies Group, Inc - $6.54M, Array Technologies Inc - $4.48M, and Stem, Inc - $4.2M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Morgan Whatley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.5M earned over time. The largest contributors to dividend income include PPL Corporation - $834,857.05, NiSource Inc - $591,638.14, Evergy Inc - $541,533.26, Sempra - $474,807.16, and Exelon Corporation - $455,382.72. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Morgan Whatley's monthly returns?
Morgan Whatley's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Morgan Whatley's strategy be considered aggressive or moderate?
It is difficult to clearly classify Morgan Whatley's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Morgan Whatley's strategy?
It is difficult to determine whether Morgan Whatley's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
