Electron Capital Partners as of June 30, 2020
Portfolio Holdings for Electron Capital Partners
Electron Capital Partners holds 31 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AES Corporation (AES) | 11.0 | $101M | 6.9M | 14.49 | |
| 4068594 Enphase Energy (ENPH) | 8.2 | $74M | 1.6M | 47.57 | |
| Nio Spon Ads (NIO) | 7.6 | $70M | 9.0M | 7.72 | |
| PG&E Corporation (PCG) | 6.4 | $58M | 6.6M | 8.87 | |
| Pinnacle West Capital Corporation (PNW) | 6.0 | $55M | 752k | 73.29 | |
| Nextera Energy Partners Com Unit Part In (NEP) | 5.5 | $50M | 975k | 51.28 | |
| PPL Corporation (PPL) | 5.3 | $48M | 1.9M | 25.84 | |
| Cemex Sab De Cv Spon Adr New (CX) | 4.8 | $44M | 15M | 2.88 | |
| Vulcan Materials Company (VMC) | 4.1 | $37M | 323k | 115.85 | |
| Forterra | 4.1 | $37M | 3.3M | 11.16 | |
| Quanta Services (PWR) | 3.0 | $28M | 702k | 39.23 | |
| Xpo Logistics Inc equity (XPO) | 2.9 | $27M | 348k | 77.25 | |
| Martin Marietta Materials (MLM) | 2.7 | $25M | 120k | 206.57 | |
| Edison International (EIX) | 2.5 | $23M | 416k | 54.31 | |
| Golar Lng SHS (GLNG) | 2.3 | $21M | 2.9M | 7.24 | |
| Covanta Holding Corporation | 2.2 | $20M | 2.1M | 9.59 | |
| Coherent | 2.1 | $20M | 149k | 130.98 | |
| Clearway Energy CL C (CWEN) | 2.1 | $19M | 834k | 23.06 | |
| Dupont De Nemours (DD) | 1.8 | $16M | 307k | 53.13 | |
| 21vianet Group Sponsored Ads A (VNET) | 1.8 | $16M | 675k | 23.86 | |
| United Rentals (URI) | 1.8 | $16M | 108k | 149.04 | |
| Herc Hldgs (HRI) | 1.7 | $16M | 512k | 30.73 | |
| Daqo New Energy Corp Spnsrd Adr New (DQ) | 1.7 | $16M | 211k | 74.24 | |
| AECOM Technology Corporation (ACM) | 1.6 | $14M | 382k | 37.58 | |
| Fluor Corporation (FLR) | 1.3 | $12M | 996k | 12.08 | |
| Tpi Composites (TPIC) | 1.2 | $11M | 465k | 23.37 | |
| Sunrun (RUN) | 1.1 | $10M | 508k | 19.72 | |
| Summit Matls Cl A (SUM) | 1.1 | $9.7M | 605k | 16.08 | |
| F M C Corp Com New (FMC) | 0.9 | $8.4M | 85k | 99.62 | |
| Gcp Applied Technologies | 0.8 | $7.7M | 416k | 18.58 | |
| H&E Equipment Services (HEES) | 0.4 | $3.4M | 181k | 18.48 |
