Electron Capital Partners as of Sept. 30, 2025
Portfolio Holdings for Electron Capital Partners
Electron Capital Partners holds 37 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Constellation Energy (CEG) | 8.7 | $192M | 583k | 329.07 | |
| MasTec (MTZ) | 7.9 | $174M | 819k | 212.81 | |
| Nextera Energy (NEE) | 6.7 | $149M | 2.0M | 75.49 | |
| Entergy Corporation (ETR) | 6.5 | $144M | 1.5M | 93.19 | |
| Xcel Energy (XEL) | 6.1 | $136M | 1.7M | 80.65 | |
| 3M Company (MMM) | 5.6 | $124M | 797k | 155.18 | |
| Ge Vernova (GEV) | 5.4 | $120M | 195k | 614.90 | |
| Johnson Ctls Intl SHS (JCI) | 5.3 | $118M | 1.1M | 109.95 | |
| Quanta Services (PWR) | 4.5 | $99M | 239k | 414.42 | |
| PPL Corporation (PPL) | 3.8 | $83M | 2.2M | 37.16 | |
| Enovix Corp (ENVX) | 3.6 | $80M | 8.0M | 9.97 | |
| Eos Energy Enterprises Com Cl A (EOSE) | 3.4 | $75M | 6.6M | 11.39 | |
| Boeing Company (BA) | 3.4 | $74M | 345k | 215.83 | |
| Exelon Corporation (EXC) | 3.3 | $74M | 1.6M | 45.01 | |
| Solaredge Technologies (SEDG) | 2.9 | $64M | 1.7M | 37.00 | |
| Cognex Corporation (CGNX) | 2.8 | $63M | 1.4M | 45.30 | |
| Hldgs (UAL) | 2.6 | $57M | 589k | 96.50 | |
| Ul Solutions Class A Com Shs (ULS) | 2.5 | $56M | 786k | 70.86 | |
| Nextracker Class A Com (NXT) | 1.9 | $42M | 566k | 73.99 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 1.9 | $42M | 141k | 297.16 | |
| Air Products & Chemicals (APD) | 1.7 | $38M | 139k | 272.72 | |
| Edison International (EIX) | 1.7 | $37M | 669k | 55.28 | |
| BorgWarner (BWA) | 1.4 | $32M | 724k | 43.96 | |
| Array Technologies Com Shs (ARRY) | 1.4 | $31M | 3.8M | 8.15 | |
| PG&E Corporation (PCG) | 1.4 | $30M | 2.0M | 15.08 | |
| Celanese Corporation (CE) | 1.1 | $24M | 565k | 42.08 | |
| Mobileye Global Common Class A (MBLY) | 0.8 | $18M | 1.3M | 14.12 | |
| Plug Power Com New (PLUG) | 0.5 | $11M | 4.6M | 2.33 | |
| Sigma Lithium Corporation (SGML) | 0.3 | $7.1M | 1.1M | 6.41 | |
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $4.3M | 28k | 150.86 | |
| Opal Fuels Class A Com (OPAL) | 0.2 | $4.0M | 1.8M | 2.20 | |
| GDS HLDGS Sponsored Ads (GDS) | 0.1 | $2.7M | 69k | 38.70 | |
| Shoals Technologies Group In Cl A (SHLS) | 0.1 | $2.4M | 318k | 7.41 | |
| Hesai Group Sponsored Ads (HSAI) | 0.1 | $1.8M | 64k | 28.10 | |
| Weride Sponsored Ads (WRD) | 0.1 | $1.4M | 140k | 9.90 | |
| Ehang Hldgs Ads (EH) | 0.0 | $666k | 36k | 18.57 | |
| Ses Ai Corporation *w Exp 12/10/202 (SES.WS) | 0.0 | $42k | 240k | 0.17 |
