Electron Capital Partners as of March 31, 2025
Portfolio Holdings for Electron Capital Partners
Electron Capital Partners holds 38 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 3M Company (MMM) | 9.4 | $143M | 975k | 146.86 | |
| Constellation Energy (CEG) | 9.2 | $140M | 694k | 201.63 | |
| Xcel Energy (XEL) | 8.9 | $136M | 1.9M | 70.79 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 8.4 | $128M | 229k | 559.39 | |
| Exelon Corporation (EXC) | 7.7 | $117M | 2.5M | 46.08 | |
| Air Products & Chemicals (APD) | 6.0 | $92M | 312k | 294.92 | |
| MasTec (MTZ) | 5.6 | $86M | 733k | 116.71 | |
| Ge Vernova (GEV) | 5.2 | $80M | 262k | 305.28 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 5.1 | $78M | 858k | 91.03 | |
| Quanta Services (PWR) | 4.2 | $64M | 250k | 254.18 | |
| Nextera Energy (NEE) | 4.2 | $63M | 895k | 70.89 | |
| Johnson Ctls Intl SHS (JCI) | 4.1 | $63M | 781k | 80.11 | |
| Entergy Corporation (ETR) | 3.6 | $55M | 637k | 85.49 | |
| Enovix Corp (ENVX) | 3.2 | $49M | 6.7M | 7.34 | |
| PPL Corporation (PPL) | 2.4 | $37M | 1.0M | 36.11 | |
| PG&E Corporation (PCG) | 2.4 | $36M | 2.1M | 17.18 | |
| Edison International (EIX) | 1.7 | $26M | 435k | 58.92 | |
| Li Auto Sponsored Ads (LI) | 1.6 | $25M | 979k | 25.20 | |
| General Motors Company (GM) | 1.3 | $20M | 430k | 47.03 | |
| Eos Energy Enterprises Com Cl A (EOSE) | 1.2 | $19M | 5.0M | 3.78 | |
| Array Technologies Com Shs (ARRY) | 1.2 | $18M | 3.8M | 4.87 | |
| Sigma Lithium Corporation (SGML) | 0.7 | $11M | 1.1M | 10.40 | |
| Cognex Corporation (CGNX) | 0.7 | $10M | 346k | 29.83 | |
| Boeing Company (BA) | 0.6 | $8.4M | 49k | 170.55 | |
| Cango Ads (CANG) | 0.3 | $5.1M | 1.3M | 3.79 | |
| Opal Fuels Class A Com (OPAL) | 0.2 | $3.3M | 1.8M | 1.84 | |
| Fluence Energy Com Cl A (FLNC) | 0.2 | $2.7M | 567k | 4.85 | |
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $2.0M | 28k | 72.20 | |
| GDS HLDGS Sponsored Ads (GDS) | 0.1 | $1.8M | 70k | 25.33 | |
| Herc Hldgs (HRI) | 0.1 | $1.6M | 12k | 134.27 | |
| Nextracker Class A Com (NXT) | 0.1 | $1.1M | 27k | 42.14 | |
| Hesai Group Sponsored Ads (HSAI) | 0.1 | $946k | 64k | 14.80 | |
| Ehang Hldgs Ads (EH) | 0.0 | $752k | 36k | 20.89 | |
| Sunrun (RUN) | 0.0 | $427k | 73k | 5.86 | |
| Shoals Technologies Group In Cl A (SHLS) | 0.0 | $361k | 109k | 3.32 | |
| Stem | 0.0 | $57k | 163k | 0.35 | |
| Ses Ai Corporation *w Exp 12/10/202 (SES.WS) | 0.0 | $13k | 240k | 0.06 | |
| Wallbox Nv *w Exp 10/01/202 (WBXWF) | 0.0 | $822.659500 | 25k | 0.03 |
