Q4 2025 · 13F-HR
Electron Capital Partners, LLCholdings as filed
Filed 2026-02-17 · accession 0001012975-26-000156
$2.15B
Reported value
40
Positions
2025-12-31
Period end
The Brief · Electron Capital Partners, LLC · Q4 2025
AI · grounded in 13F
Electron Capital Partners, LLC closed its position in PPL for a reduction of $83.1M. The fund established several new positions, led by a $92.3M investment in COHR, followed by new stakes in FE for $65.9M and WMB for $65.3M. Other notable exits included closing positions in ZBRA and APD.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $205.0M | 9.52% | 5,802,645 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $174.8M | 8.12% | 804,303 | Common | SOLE |
| 98389B100 | XEL | XCEL ENERGY INC | $143.0M | 6.64% | 1,936,695 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $141.9M | 6.59% | 1,767,427 | Common | SOLE |
| G51502105 | JCI | JOHNSON CTLS INTL PLC | $136.5M | 6.34% | 1,139,591 | Common | SOLE |
| 29364G103 | ETR | ENTERGY CORP NEW | $133.1M | 6.18% | 1,440,084 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $128.3M | 5.96% | 801,662 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $92.3M | 4.29% | 500,145 | Common | SOLE |
| 74762E102 | QURE | QUANTA SVCS INC | $75.8M | 3.52% | 179,642 | Common | SOLE |
| 30161N101 | EXC | EXELON CORP | $71.7M | 3.33% | 1,645,168 | Common | SOLE |
| 29415C101 | EOSE | EOS ENERGY ENTERPRISES INC | $70.2M | 3.26% | 6,121,896 | Common | SOLE |
| 903731107 | ULS | UL SOLUTIONS INC | $67.5M | 3.13% | 855,439 | Common | SOLE |
| 337932107 | FE | FIRSTENERGY CORP | $65.9M | 3.06% | 1,472,177 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $65.3M | 3.03% | 1,085,885 | Common | SOLE |
| Y2573F102 | FLEX | FLEX LTD | $57.3M | 2.66% | 948,159 | Common | SOLE |
| 65290E101 | NXT | NEXTPOWER INC | $55.0M | 2.56% | 631,726 | Common | SOLE |
| 83417M104 | SEDG | SOLAREDGE TECHNOLOGIES INC | $46.8M | 2.18% | 1,623,822 | Common | SOLE |
| 293594107 | ENVX | ENOVIX CORPORATION | $44.3M | 2.06% | 6,054,051 | Common | SOLE |
| 910047109 | UAL | UNITED AIRLS HLDGS INC | $43.8M | 2.03% | 391,337 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $42.8M | 1.99% | 74,761 | Common | SOLE |
| 097023105 | BA | BOEING CO | $39.4M | 1.83% | 181,481 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $38.3M | 1.78% | 90,864 | Common | SOLE |
| 69331C108 | PCG | PG&E CORP | $38.1M | 1.77% | 2,367,959 | Common | SOLE |
| 49338L103 | KEYS | KEYSIGHT TECHNOLOGIES INC | $32.7M | 1.52% | 161,004 | Common | SOLE |
| 192422103 | CGNX | COGNEX CORP | $30.7M | 1.43% | 852,984 | Common | SOLE |
| 04271T100 | ARRY | ARRAY TECHNOLOGIES INC | $24.3M | 1.13% | 2,640,417 | Common | SOLE |
| 35834F104 | TE | T1 ENERGY INC | $23.4M | 1.09% | 3,500,021 | Common | SOLE |
| 281020107 | EIX | EDISON INTL | $20.7M | 0.96% | 344,603 | Common | SOLE |
| 826599102 | SGML | SIGMA LITHIUM CORPORATION | $14.7M | 0.68% | 1,112,845 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $10.4M | 0.48% | 15,859 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $4.3M | 0.20% | 26,789 | Common | SOLE |
| 68347P103 | OPAL | OPAL FUELS INC | $4.2M | 0.20% | 1,800,000 | Common | SOLE |
| 36165L108 | GDS | GDS HLDGS LTD | $3.7M | 0.17% | 105,448 | Common | SOLE |
| 82489W107 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $2.6M | 0.12% | 301,216 | Common | SOLE |
| 428050108 | HSAI | HESAI GROUP | $1.4M | 0.06% | 60,319 | Common | SOLE |
| 950915108 | WRD | WERIDE INC | $1.2M | 0.05% | 133,094 | Common | SOLE |
| 30320C301 | FTCI | FTC SOLAR INC | $978,889 | 0.05% | 89,724 | Common | SOLE |
| 732908108 | PONY | PONY AI INC | $726,102 | 0.03% | 50,076 | Common | SOLE |
| 26853E102 | EH | EHANG HLDGS LTD | $447,816 | 0.02% | 33,977 | Common | SOLE |
| 78397Q117 | SES/WS | SES AI CORPORATION | $40,758 | 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.