Electron Capital Partners as of March 31, 2020
Portfolio Holdings for Electron Capital Partners
Electron Capital Partners holds 21 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Duke Energy (DUK) | 15.5 | $59M | 731k | 80.88 | |
| AES Corporation (AES) | 10.6 | $40M | 3.0M | 13.60 | |
| Pinnacle West Capital Corporation (PNW) | 10.1 | $38M | 507k | 75.79 | |
| Nextera Energy Partners (NEP) | 7.7 | $29M | 683k | 43.00 | |
| PPL Corporation (PPL) | 7.7 | $29M | 1.2M | 24.68 | |
| United Rentals (URI) | 5.4 | $21M | 201k | 102.90 | |
| Freeport-McMoRan Copper & Gold (FCX) | 5.3 | $20M | 3.0M | 6.75 | |
| Quanta Services (PWR) | 5.2 | $20M | 623k | 31.73 | |
| 4068594 Enphase Energy (ENPH) | 4.3 | $16M | 507k | 32.29 | |
| Vulcan Materials Company (VMC) | 4.3 | $16M | 151k | 108.07 | |
| Forterra | 4.3 | $16M | 2.7M | 5.98 | |
| Avangrid (AGR) | 3.8 | $14M | 329k | 43.78 | |
| FirstEnergy (FE) | 3.5 | $13M | 332k | 40.07 | |
| FMC Corporation (FMC) | 2.8 | $11M | 133k | 81.69 | |
| Martin Marietta Materials (MLM) | 2.7 | $10M | 54k | 189.23 | |
| Caterpillar (CAT) | 2.7 | $10M | 88k | 116.04 | |
| 21vianet Group (VNET) | 1.2 | $4.7M | 339k | 13.86 | |
| Tpi Composites (TPIC) | 1.1 | $4.4M | 296k | 14.78 | |
| AECOM Technology Corporation (ACM) | 0.9 | $3.6M | 120k | 29.85 | |
| Tetra Tech (TTEK) | 0.6 | $2.3M | 32k | 70.62 | |
| MasTec (MTZ) | 0.5 | $1.7M | 53k | 32.74 |
