Electron Capital Partners

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

  • Top 5 stock holdings are CEG, MTZ, NEE, ETR, XEL, and represent 35.96% of Electron Capital Partners's stock portfolio.
  • Added to shares of these 10 stocks: ETR (+$98M), UAL (+$57M), NXT (+$40M), SEDG (+$33M), BWA (+$32M), NEE (+$26M), MBLY (+$18M), MTZ (+$15M), ULS (+$11M), PLUG (+$11M).
  • Started 5 new stock positions in PLUG, WRD, BWA, UAL, MBLY.
  • Reduced shares in these 10 stocks: APD (-$90M), JCI (-$31M), NRG (-$30M), ZBRA (-$17M), HTZ (-$12M), SHLS (-$12M), MMM (-$12M), CEG (-$9.6M), CANG (-$6.5M), EOSE.
  • Sold out of its positions in CANG, HRI, HTZ, NRG.
  • Electron Capital Partners was a net buyer of stock by $140M.
  • Electron Capital Partners has $2.2B in assets under management (AUM), dropping by 18.12%.
  • Central Index Key (CIK): 0001586986

Tip: Access up to 7 years of quarterly data

Positions held by Electron Capital Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Electron Capital Partners

Electron Capital Partners holds 37 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Constellation Energy (CEG) 8.7 $192M -4% 583k 329.07
 View chart
MasTec (MTZ) 7.9 $174M +9% 819k 212.81
 View chart
Nextera Energy (NEE) 6.7 $149M +21% 2.0M 75.49
 View chart
Entergy Corporation (ETR) 6.5 $144M +214% 1.5M 93.19
 View chart
Xcel Energy (XEL) 6.1 $136M -2% 1.7M 80.65
 View chart
3M Company (MMM) 5.6 $124M -8% 797k 155.18
 View chart
Ge Vernova (GEV) 5.4 $120M 195k 614.90
 View chart
Johnson Ctls Intl SHS (JCI) 5.3 $118M -20% 1.1M 109.95
 View chart
Quanta Services (PWR) 4.5 $99M +3% 239k 414.42
 View chart
PPL Corporation (PPL) 3.8 $83M +4% 2.2M 37.16
 View chart
Enovix Corp (ENVX) 3.6 $80M +13% 8.0M 9.97
 View chart
Eos Energy Enterprises Com Cl A (EOSE) 3.4 $75M -5% 6.6M 11.39
 View chart
Boeing Company (BA) 3.4 $74M 345k 215.83
 View chart
Exelon Corporation (EXC) 3.3 $74M +4% 1.6M 45.01
 View chart
Solaredge Technologies (SEDG) 2.9 $64M +107% 1.7M 37.00
 View chart
Cognex Corporation (CGNX) 2.8 $63M +3% 1.4M 45.30
 View chart
Hldgs (UAL) 2.6 $57M NEW 589k 96.50
 View chart
Ul Solutions Class A Com Shs (ULS) 2.5 $56M +25% 786k 70.86
 View chart
Nextracker Class A Com (NXT) 1.9 $42M +2017% 566k 73.99
 View chart
Zebra Technologies Corporati Cl A (ZBRA) 1.9 $42M -28% 141k 297.16
 View chart
Air Products & Chemicals (APD) 1.7 $38M -70% 139k 272.72
 View chart
Edison International (EIX) 1.7 $37M +3% 669k 55.28
 View chart
BorgWarner (BWA) 1.4 $32M NEW 724k 43.96
 View chart
Array Technologies Com Shs (ARRY) 1.4 $31M 3.8M 8.15
 View chart
PG&E Corporation (PCG) 1.4 $30M +3% 2.0M 15.08
 View chart
Celanese Corporation (CE) 1.1 $24M +7% 565k 42.08
 View chart
Mobileye Global Common Class A (MBLY) 0.8 $18M NEW 1.3M 14.12
 View chart
Plug Power Com New (PLUG) 0.5 $11M NEW 4.6M 2.33
 View chart
Sigma Lithium Corporation (SGML) 0.3 $7.1M +4% 1.1M 6.41
 View chart
Vertiv Holdings Com Cl A (VRT) 0.2 $4.3M 28k 150.86
 View chart
Opal Fuels Class A Com (OPAL) 0.2 $4.0M 1.8M 2.20
 View chart
GDS HLDGS Sponsored Ads (GDS) 0.1 $2.7M 69k 38.70
 View chart
Shoals Technologies Group In Cl A (SHLS) 0.1 $2.4M -83% 318k 7.41
 View chart
Hesai Group Sponsored Ads (HSAI) 0.1 $1.8M 64k 28.10
 View chart
Weride Sponsored Ads (WRD) 0.1 $1.4M NEW 140k 9.90
 View chart
Ehang Hldgs Ads (EH) 0.0 $666k 36k 18.57
 View chart
Ses Ai Corporation *w Exp 12/10/202 (SES.WS) 0.0 $42k 240k 0.17
 View chart

Past Filings by Electron Capital Partners

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

View all past filings