Q1 2025 · 13F-HR
Electron Capital Partners, LLCholdings as filed
Filed 2025-05-15 · accession 0001012975-25-000246
$1.52B
Reported value
38
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 88579Y101 | MMM | 3M CO | $143.2M | 9.39% | 974,887 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $139.9M | 9.18% | 693,983 | Common | SOLE |
| 98389B100 | XEL | XCEL ENERGY INC | $136.0M | 8.92% | 1,921,636 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $128.1M | 8.40% | 229,000 | PUT | SOLE |
| 30161N101 | EXC | EXELON CORP | $117.3M | 7.69% | 2,545,014 | Common | SOLE |
| 009158106 | APD | AIR PRODS & CHEMS INC | $91.9M | 6.03% | 311,668 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $85.5M | 5.61% | 732,829 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $80.0M | 5.25% | 261,965 | Common | SOLE |
| 464287432 | TLT | ISHARES TR | $78.1M | 5.12% | 857,600 | Common | SOLE |
| 74762E102 | QURE | QUANTA SVCS INC | $63.5M | 4.17% | 249,807 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $63.4M | 4.16% | 894,782 | Common | SOLE |
| G51502105 | JCI | JOHNSON CTLS INTL PLC | $62.6M | 4.10% | 780,983 | Common | SOLE |
| 29364G103 | ETR | ENTERGY CORP NEW | $54.5M | 3.57% | 637,189 | Common | SOLE |
| 293594107 | ENVX | ENOVIX CORPORATION | $49.3M | 3.23% | 6,712,763 | Common | SOLE |
| 69351T106 | PPL | PPL CORP | $37.3M | 2.45% | 1,033,504 | Common | SOLE |
| 69331C108 | PCG | PG&E CORP | $36.1M | 2.37% | 2,100,546 | Common | SOLE |
| 281020107 | EIX | EDISON INTL | $25.6M | 1.68% | 434,517 | Common | SOLE |
| 50202M102 | LI | LI AUTO INC | $24.7M | 1.62% | 978,500 | Common | SOLE |
| 37045V100 | GM | GENERAL MTRS CO | $20.2M | 1.33% | 430,364 | Common | SOLE |
| 29415C101 | EOSE | EOS ENERGY ENTERPRISES INC | $18.9M | 1.24% | 4,990,278 | Common | SOLE |
| 04271T100 | ARRY | ARRAY TECHNOLOGIES INC | $18.3M | 1.20% | 3,750,351 | Common | SOLE |
| 826599102 | SGML | SIGMA LITHIUM CORPORATION | $11.1M | 0.73% | 1,063,390 | Common | SOLE |
| 192422103 | CGNX | COGNEX CORP | $10.3M | 0.68% | 346,041 | Common | SOLE |
| 097023105 | BA | BOEING CO | $8.4M | 0.55% | 49,372 | Common | SOLE |
| 137586103 | 9C0A | CANGO INC | $5.1M | 0.33% | 1,339,700 | Common | SOLE |
| 68347P103 | OPAL | OPAL FUELS INC | $3.3M | 0.22% | 1,800,000 | Common | SOLE |
| 34379V103 | FLNC | FLUENCE ENERGY INC | $2.7M | 0.18% | 566,709 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $2.0M | 0.13% | 28,384 | Common | SOLE |
| 36165L108 | GDS | GDS HLDGS LTD | $1.8M | 0.12% | 69,601 | Common | SOLE |
| 42704L104 | HRI | HERC HLDGS INC | $1.6M | 0.11% | 12,055 | Common | SOLE |
| 65290E101 | NXT | NEXTRACKER INC | $1.1M | 0.07% | 26,807 | Common | SOLE |
| 428050108 | HSAI | HESAI GROUP | $945,882 | 0.06% | 63,911 | Common | SOLE |
| 26853E102 | EH | EHANG HLDGS LTD | $752,041 | 0.05% | 36,000 | Common | SOLE |
| 86771W105 | RUN | SUNRUN INC | $426,462 | 0.03% | 72,775 | Common | SOLE |
| 82489W107 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $361,343 | 0.02% | 108,838 | Common | SOLE |
| 85859N102 | — | STEM INC | $57,235 | 0.00% | 163,390 | Common | SOLE |
| 78397Q117 | SES/WS | SES AI CORPORATION | $13,306 | 0.00% | 239,752 | Common | SOLE |
| N94209116 | WBXWF | WALLBOX NV | $822 | 0.00% | 24,557 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.