Electron Capital Partners

Electron Capital Partners as of Dec. 31, 2022

Portfolio Holdings for Electron Capital Partners

Electron Capital Partners holds 47 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
AES Corporation (AES) 10.3 $253M 8.8M 28.76
Constellation Energy (CEG) 7.8 $190M 2.2M 86.21
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 6.5 $159M 415k 382.43
Nextera Energy (NEE) 6.3 $155M 1.9M 83.60
MasTec (MTZ) 5.5 $134M 1.6M 85.33
General Electric Com New (GE) 5.0 $122M 1.5M 83.79
Quanta Services (PWR) 4.5 $110M 773k 142.50
Flex Ord Call Option (FLEX) 4.0 $98M 4.6M 21.46
Array Technologies Com Shs (ARRY) 3.6 $88M 4.5M 19.33
Fluence Energy Com Cl A (FLNC) 2.8 $68M 4.0M 17.15
Edison International (EIX) 2.7 $67M 1.1M 63.62
Nextera Energy Partners Com Unit Part In (NEP) 2.7 $66M 940k 70.09
Herc Hldgs (HRI) 2.6 $65M 490k 131.57
Enovix Corp (ENVX) 2.6 $63M 5.0M 12.44
PG&E Corporation (PCG) 2.5 $62M 3.8M 16.26
Nio Spon Ads (NIO) 2.5 $61M 6.3M 9.75
Sunnova Energy International (NOVA) 2.5 $61M 3.4M 18.01
Dominion Resources (D) 2.0 $50M 814k 61.32
Knight-swift Transn Hldgs In Cl A (KNX) 1.8 $44M 838k 52.41
Stem (STEM) 1.8 $43M 4.8M 8.94
Sunrun (RUN) 1.7 $42M 1.7M 24.02
Freyr Battery SHS 1.5 $37M 4.2M 8.68
Shoals Technologies Group In Cl A (SHLS) 1.5 $36M 1.5M 24.67
Solaredge Technologies (SEDG) 1.3 $33M 116k 283.27
New Fortress Energy Com Cl A (NFE) 1.3 $32M 758k 42.42
Mobileye Global Common Class A (MBLY) 1.2 $30M 853k 35.06
Zimmer Energy Transition Acq Com Cl A 1.2 $30M 3.0M 9.95
Clearway Energy CL C (CWEN) 1.1 $27M 847k 31.87
Tesla Motors (TSLA) 1.1 $27M 218k 123.18
Bluescape Opportunities Acqu SHS 1.0 $25M 2.5M 9.84
Chesapeake Energy Corp (CHK) 0.9 $23M 245k 94.37
CSX Corporation (CSX) 0.9 $23M 743k 30.98
AECOM Technology Corporation (ACM) 0.9 $22M 254k 84.93
J.B. Hunt Transport Services Put Option (JBHT) 0.8 $19M 109k 174.36
Chindata Group Hldgs Ads 0.8 $19M 2.4M 7.97
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.6 $16M 225k 70.50
Tellurian (TELL) 0.6 $14M 8.4M 1.68
Opal Fuels Class A Com (OPAL) 0.5 $13M 1.8M 7.28
GDS HLDGS Sponsored Ads (GDS) 0.5 $11M 538k 20.62
Eos Energy Enterprises Com Cl A (EOSE) 0.2 $4.7M 3.2M 1.48
Ishares Tr China Lg-cap Etf (FXI) 0.0 $809k 29k 28.31
Zimmer Energy Transition Acq *w Exp 06/16/202 0.0 $222k 1.0M 0.22
Bluescape Opportunities Acqu *w Exp 10/28/202 0.0 $189k 1.3M 0.15
Ses Ai Corporation *w Exp 12/10/202 (SES.WS) 0.0 $122k 244k 0.50
Benson Hill *w Exp 09/29/202 (BHILW) 0.0 $90k 314k 0.29
Wallbox Nv *w Exp 10/01/202 (WBX.WS) 0.0 $12k 25k 0.47
Bird Global *w Exp 01/07/202 (BRDWQ) 0.0 $5.1k 242k 0.02