Q2 2025 · 13F-HR
Electron Capital Partners, LLCholdings as filed
Filed 2025-08-14 · accession 0001012975-25-000448
$1.87B
Reported value
36
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $197.7M | 10.6% | 612,409 | Common | SOLE |
| G51502105 | JCI | JOHNSON CTLS INTL PLC | $142.9M | 7.65% | 1,353,241 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $133.3M | 7.13% | 875,888 | Common | SOLE |
| 009158106 | APD | AIR PRODS & CHEMS INC | $132.5M | 7.09% | 469,679 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $127.4M | 6.81% | 747,333 | Common | SOLE |
| 98389B100 | XEL | XCEL ENERGY INC | $117.7M | 6.30% | 1,728,063 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $112.7M | 6.03% | 1,622,818 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $101.2M | 5.42% | 191,267 | Common | SOLE |
| 74762E102 | QURE | QUANTA SVCS INC | $87.5M | 4.68% | 231,363 | Common | SOLE |
| 293594107 | ENVX | ENOVIX CORPORATION | $73.1M | 3.91% | 7,066,293 | Common | SOLE |
| 69351T106 | PPL | PPL CORP | $72.6M | 3.88% | 2,141,754 | Common | SOLE |
| 097023105 | BA | BOEING CO | $71.8M | 3.84% | 342,823 | Common | SOLE |
| 30161N101 | EXC | EXELON CORP | $68.1M | 3.64% | 1,567,565 | Common | SOLE |
| 989207105 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $60.5M | 3.24% | 196,298 | Common | SOLE |
| 903731107 | ULS | UL SOLUTIONS INC | $45.6M | 2.44% | 625,281 | Common | SOLE |
| 192422103 | CGNX | COGNEX CORP | $42.4M | 2.27% | 1,337,608 | Common | SOLE |
| 29364G103 | ETR | ENTERGY CORP NEW | $40.7M | 2.18% | 489,476 | Common | SOLE |
| 29415C101 | EOSE | EOS ENERGY ENTERPRISES INC | $35.7M | 1.91% | 6,979,422 | Common | SOLE |
| 281020107 | EIX | EDISON INTL | $33.3M | 1.78% | 644,573 | Common | SOLE |
| 629377508 | NRG | NRG ENERGY INC | $30.2M | 1.62% | 188,016 | Common | SOLE |
| 150870103 | CE | CELANESE CORP DEL | $29.1M | 1.55% | 525,240 | Common | SOLE |
| 69331C108 | PCG | PG&E CORP | $26.7M | 1.43% | 1,918,031 | Common | SOLE |
| 04271T100 | ARRY | ARRAY TECHNOLOGIES INC | $22.1M | 1.19% | 3,753,862 | Common | SOLE |
| 83417M104 | SEDG | SOLAREDGE TECHNOLOGIES INC | $17.0M | 0.91% | 833,764 | Common | SOLE |
| 42806J700 | HTZ | HERTZ GLOBAL HLDGS INC | $12.3M | 0.66% | 1,804,433 | Common | SOLE |
| 82489W107 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $8.4M | 0.45% | 1,976,633 | Common | SOLE |
| 137586103 | 9C0A | CANGO INC | $6.5M | 0.35% | 1,345,741 | Common | SOLE |
| 826599102 | SGML | SIGMA LITHIUM CORPORATION | $4.8M | 0.26% | 1,067,947 | Common | SOLE |
| 68347P103 | OPAL | OPAL FUELS INC | $4.4M | 0.23% | 1,800,000 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $3.6M | 0.19% | 28,320 | Common | SOLE |
| 36165L108 | GDS | GDS HLDGS LTD | $2.1M | 0.11% | 69,444 | Common | SOLE |
| 42704L104 | HRI | HERC HLDGS INC | $1.6M | 0.08% | 12,028 | Common | SOLE |
| 65290E101 | NXT | NEXTRACKER INC | $1.5M | 0.08% | 26,747 | Common | SOLE |
| 428050108 | HSAI | HESAI GROUP | $1.4M | 0.07% | 63,767 | Common | SOLE |
| 26853E102 | EH | EHANG HLDGS LTD | $623,554 | 0.03% | 35,919 | Common | SOLE |
| 78397Q117 | SES/WS | SES AI CORPORATION | $25,881 | 0.00% | 239,752 | 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.