Electron Capital Partners as of June 30, 2025
Portfolio Holdings for Electron Capital Partners
Electron Capital Partners holds 36 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Constellation Energy (CEG) | 10.6 | $198M | 612k | 322.76 | |
| Johnson Ctls Intl SHS (JCI) | 7.6 | $143M | 1.4M | 105.62 | |
| 3M Company (MMM) | 7.1 | $133M | 876k | 152.24 | |
| Air Products & Chemicals (APD) | 7.1 | $133M | 470k | 282.06 | |
| MasTec (MTZ) | 6.8 | $127M | 747k | 170.43 | |
| Xcel Energy (XEL) | 6.3 | $118M | 1.7M | 68.10 | |
| Nextera Energy (NEE) | 6.0 | $113M | 1.6M | 69.42 | |
| Ge Vernova (GEV) | 5.4 | $101M | 191k | 529.15 | |
| Quanta Services (PWR) | 4.7 | $88M | 231k | 378.08 | |
| Enovix Corp (ENVX) | 3.9 | $73M | 7.1M | 10.34 | |
| PPL Corporation (PPL) | 3.9 | $73M | 2.1M | 33.89 | |
| Boeing Company (BA) | 3.8 | $72M | 343k | 209.53 | |
| Exelon Corporation (EXC) | 3.6 | $68M | 1.6M | 43.42 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 3.2 | $61M | 196k | 308.36 | |
| Ul Solutions Class A Com Shs (ULS) | 2.4 | $46M | 625k | 72.86 | |
| Cognex Corporation (CGNX) | 2.3 | $42M | 1.3M | 31.72 | |
| Entergy Corporation (ETR) | 2.2 | $41M | 490k | 83.12 | |
| Eos Energy Enterprises Com Cl A (EOSE) | 1.9 | $36M | 7.0M | 5.12 | |
| Edison International (EIX) | 1.8 | $33M | 645k | 51.60 | |
| Nrg Energy Com New (NRG) | 1.6 | $30M | 188k | 160.58 | |
| Celanese Corporation (CE) | 1.6 | $29M | 525k | 55.33 | |
| PG&E Corporation (PCG) | 1.4 | $27M | 1.9M | 13.94 | |
| Array Technologies Com Shs (ARRY) | 1.2 | $22M | 3.8M | 5.90 | |
| Solaredge Technologies (SEDG) | 0.9 | $17M | 834k | 20.40 | |
| Hertz Global Hldgs Com New (HTZ) | 0.7 | $12M | 1.8M | 6.83 | |
| Shoals Technologies Group In Cl A (SHLS) | 0.4 | $8.4M | 2.0M | 4.25 | |
| Cango Ads (CANG) | 0.3 | $6.5M | 1.3M | 4.85 | |
| Sigma Lithium Corporation (SGML) | 0.3 | $4.8M | 1.1M | 4.50 | |
| Opal Fuels Class A Com (OPAL) | 0.2 | $4.4M | 1.8M | 2.42 | |
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $3.6M | 28k | 128.41 | |
| GDS HLDGS Sponsored Ads (GDS) | 0.1 | $2.1M | 69k | 30.57 | |
| Herc Hldgs (HRI) | 0.1 | $1.6M | 12k | 131.69 | |
| Nextracker Class A Com (NXT) | 0.1 | $1.5M | 27k | 54.37 | |
| Hesai Group Sponsored Ads (HSAI) | 0.1 | $1.4M | 64k | 21.95 | |
| Ehang Hldgs Ads (EH) | 0.0 | $624k | 36k | 17.36 | |
| Ses Ai Corporation *w Exp 12/10/202 (SES.WS) | 0.0 | $26k | 240k | 0.11 |
