Electron Capital Partners as of Dec. 31, 2020
Portfolio Holdings for Electron Capital Partners
Electron Capital Partners holds 34 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AES Corporation (AES) | 12.4 | $181M | 7.7M | 23.50 | |
| Exelon Corporation (EXC) | 8.2 | $119M | 2.8M | 42.22 | |
| Sunnova Energy International (NOVA) | 7.4 | $109M | 2.4M | 45.13 | |
| PG&E Corporation (PCG) | 6.9 | $100M | 8.0M | 12.46 | |
| Cemex Sab De Cv Spon Adr New (CX) | 5.9 | $86M | 17M | 5.17 | |
| Forterra | 5.2 | $76M | 4.4M | 17.20 | |
| Nextera Energy Partners Com Unit Part In (NEP) | 5.0 | $73M | 1.1M | 67.05 | |
| Nrg Energy Com New (NRG) | 3.7 | $54M | 1.4M | 37.55 | |
| Quanta Services (PWR) | 3.6 | $52M | 718k | 72.02 | |
| Vulcan Materials Company (VMC) | 3.1 | $45M | 300k | 148.31 | |
| Tpg Pace Ben Fin Corp Cl A Com | 2.9 | $42M | 1.6M | 25.87 | |
| Herc Hldgs (HRI) | 2.8 | $41M | 613k | 66.41 | |
| Rodgers Silicon Valley Aq Unit 11/30/2025 | 2.8 | $40M | 3.0M | 13.35 | |
| MasTec (MTZ) | 2.6 | $37M | 547k | 68.18 | |
| Covanta Holding Corporation | 2.5 | $36M | 2.8M | 13.13 | |
| 21vianet Group Sponsored Ads A (VNET) | 2.5 | $36M | 1.0M | 34.69 | |
| Xpo Logistics Inc equity (XPO) | 2.4 | $36M | 298k | 119.20 | |
| Carrier Global Corporation (CARR) | 2.4 | $34M | 911k | 37.72 | |
| Clearway Energy CL C (CWEN) | 2.0 | $30M | 932k | 31.93 | |
| Martin Marietta Materials (MLM) | 1.9 | $28M | 99k | 283.97 | |
| 4068594 Enphase Energy (ENPH) | 1.8 | $26M | 150k | 175.47 | |
| Bluescape Opportunities Acqu SHS | 1.8 | $26M | 2.5M | 10.38 | |
| Nio Spon Ads (NIO) | 1.6 | $23M | 471k | 48.74 | |
| Romeo Power | 1.5 | $23M | 1.0M | 22.49 | |
| Blackberry (BB) | 1.2 | $17M | 2.6M | 6.63 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.0 | $15M | 232k | 62.70 | |
| AECOM Technology Corporation (ACM) | 0.9 | $14M | 278k | 49.78 | |
| Tpi Composites (TPIC) | 0.8 | $12M | 235k | 52.78 | |
| Fmc Corp Com New (FMC) | 0.7 | $11M | 95k | 114.93 | |
| Ciig Merger Corp Com Cl A | 0.7 | $10M | 362k | 28.12 | |
| Gcp Applied Technologies | 0.6 | $9.2M | 387k | 23.65 | |
| H&E Equipment Services (HEES) | 0.5 | $7.6M | 254k | 29.81 | |
| Array Technologies Com Shs (ARRY) | 0.5 | $7.3M | 168k | 43.14 | |
| Bluescape Opportunities Acqu *w Exp 10/28/202 | 0.2 | $2.5M | 1.3M | 2.00 |
