Electron Capital Partners

Latest statistics and disclosures from Electron Capital Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CEG, MTZ, XEL, NEE, JCI, and represent 37.21% of Electron Capital Partners's stock portfolio.
  • Added to shares of these 10 stocks: COHR (+$92M), FE (+$66M), WMB (+$65M), FLEX (+$57M), CAT (+$43M), CVNA (+$38M), KEYS (+$33M), TE (+$23M), XEL (+$19M), JCI (+$8.3M).
  • Started 10 new stock positions in CAT, CVNA, WMB, FTCI, TE, COHR, KEYS, FLEX, PONY, FE.
  • Reduced shares in these 10 stocks: GEV (-$117M), , ZBRA (-$42M), APD (-$38M), BA (-$35M), BWA (-$32M), PWR (-$25M), CE (-$24M), UAL (-$22M), EIX (-$20M).
  • Sold out of its positions in APD, BWA, CE, MBLY, PPL, PLUG, ZBRA.
  • Electron Capital Partners was a net seller of stock by $-82M.
  • Electron Capital Partners has $2.2B in assets under management (AUM), dropping by -2.45%.
  • Central Index Key (CIK): 0001586986

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Portfolio Holdings for Electron Capital Partners

Electron Capital Partners holds 40 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Constellation Energy (CEG) 9.5 $205M 580k 353.27
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MasTec (MTZ) 8.1 $175M 804k 217.37
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Xcel Energy (XEL) 6.6 $143M +15% 1.9M 73.86
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Nextera Energy (NEE) 6.6 $142M -10% 1.8M 80.28
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Johnson Ctls Intl SHS (JCI) 6.3 $137M +6% 1.1M 119.75
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Entergy Corporation (ETR) 6.2 $133M -6% 1.4M 92.43
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3M Company (MMM) 6.0 $128M 802k 160.10
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Coherent Corp (COHR) 4.3 $92M NEW 500k 184.57
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Quanta Services (PWR) 3.5 $76M -24% 180k 422.06
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Exelon Corporation (EXC) 3.3 $72M 1.6M 43.59
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Eos Energy Enterprises Com Cl A (EOSE) 3.3 $70M -7% 6.1M 11.46
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Ul Solutions Class A Com Shs (ULS) 3.1 $68M +8% 855k 78.86
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FirstEnergy (FE) 3.1 $66M NEW 1.5M 44.77
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Williams Companies (WMB) 3.0 $65M NEW 1.1M 60.11
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Flex Ord (FLEX) 2.7 $57M NEW 948k 60.42
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Nextpower Class A Com (NXT) 2.6 $55M +11% 632k 87.11
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Solaredge Technologies (SEDG) 2.2 $47M -6% 1.6M 28.85
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Enovix Corp (ENVX) 2.1 $44M -24% 6.1M 7.31
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Hldgs (UAL) 2.0 $44M -33% 391k 111.82
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Caterpillar (CAT) 2.0 $43M NEW 75k 572.87
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Boeing Company (BA) 1.8 $39M -47% 182k 217.12
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Carvana Cl A (CVNA) 1.8 $38M NEW 91k 422.02
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PG&E Corporation (PCG) 1.8 $38M +18% 2.4M 16.07
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Keysight Technologies (KEYS) 1.5 $33M NEW 161k 203.19
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Cognex Corporation (CGNX) 1.4 $31M -38% 853k 35.98
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Array Technologies Com Shs (ARRY) 1.1 $24M -30% 2.6M 9.22
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T1 Energy Com New (TE) 1.1 $23M NEW 3.5M 6.68
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Edison International (EIX) 1.0 $21M -48% 345k 60.02
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Sigma Lithium Corporation (SGML) 0.7 $15M 1.1M 13.19
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Ge Vernova (GEV) 0.5 $10M -91% 16k 653.57
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Vertiv Holdings Com Cl A (VRT) 0.2 $4.3M -5% 27k 162.01
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Opal Fuels Class A Com (OPAL) 0.2 $4.2M 1.8M 2.35
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GDS HLDGS Sponsored Ads (GDS) 0.2 $3.7M +52% 105k 34.90
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Shoals Technologies Group In Cl A (SHLS) 0.1 $2.6M -5% 301k 8.50
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Hesai Group Sponsored Ads (HSAI) 0.1 $1.4M -5% 60k 22.40
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Weride Sponsored Ads (WRD) 0.1 $1.2M -5% 133k 8.68
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Ftc Solar Com New (FTCI) 0.0 $979k NEW 90k 10.91
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Pony Ai Sponsored Ads (PONY) 0.0 $726k NEW 50k 14.50
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Ehang Hldgs Ads (EH) 0.0 $448k -5% 34k 13.18
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Ses Ai Corporation *w Exp 12/10/202 (SES.WS) 0.0 $41k 240k 0.17
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Past Filings by Electron Capital Partners

SEC 13F filings are viewable for Electron Capital Partners going back to 2013

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