Electron Capital Partners as of Dec. 31, 2025
Portfolio Holdings for Electron Capital Partners
Electron Capital Partners holds 40 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Constellation Energy (CEG) | 9.5 | $205M | 580k | 353.27 | |
| MasTec (MTZ) | 8.1 | $175M | 804k | 217.37 | |
| Xcel Energy (XEL) | 6.6 | $143M | 1.9M | 73.86 | |
| Nextera Energy (NEE) | 6.6 | $142M | 1.8M | 80.28 | |
| Johnson Ctls Intl SHS (JCI) | 6.3 | $137M | 1.1M | 119.75 | |
| Entergy Corporation (ETR) | 6.2 | $133M | 1.4M | 92.43 | |
| 3M Company (MMM) | 6.0 | $128M | 802k | 160.10 | |
| Coherent Corp (COHR) | 4.3 | $92M | 500k | 184.57 | |
| Quanta Services (PWR) | 3.5 | $76M | 180k | 422.06 | |
| Exelon Corporation (EXC) | 3.3 | $72M | 1.6M | 43.59 | |
| Eos Energy Enterprises Com Cl A (EOSE) | 3.3 | $70M | 6.1M | 11.46 | |
| Ul Solutions Class A Com Shs (ULS) | 3.1 | $68M | 855k | 78.86 | |
| FirstEnergy (FE) | 3.1 | $66M | 1.5M | 44.77 | |
| Williams Companies (WMB) | 3.0 | $65M | 1.1M | 60.11 | |
| Flex Ord (FLEX) | 2.7 | $57M | 948k | 60.42 | |
| Nextpower Class A Com (NXT) | 2.6 | $55M | 632k | 87.11 | |
| Solaredge Technologies (SEDG) | 2.2 | $47M | 1.6M | 28.85 | |
| Enovix Corp (ENVX) | 2.1 | $44M | 6.1M | 7.31 | |
| Hldgs (UAL) | 2.0 | $44M | 391k | 111.82 | |
| Caterpillar (CAT) | 2.0 | $43M | 75k | 572.87 | |
| Boeing Company (BA) | 1.8 | $39M | 182k | 217.12 | |
| Carvana Cl A (CVNA) | 1.8 | $38M | 91k | 422.02 | |
| PG&E Corporation (PCG) | 1.8 | $38M | 2.4M | 16.07 | |
| Keysight Technologies (KEYS) | 1.5 | $33M | 161k | 203.19 | |
| Cognex Corporation (CGNX) | 1.4 | $31M | 853k | 35.98 | |
| Array Technologies Com Shs (ARRY) | 1.1 | $24M | 2.6M | 9.22 | |
| T1 Energy Com New (TE) | 1.1 | $23M | 3.5M | 6.68 | |
| Edison International (EIX) | 1.0 | $21M | 345k | 60.02 | |
| Sigma Lithium Corporation (SGML) | 0.7 | $15M | 1.1M | 13.19 | |
| Ge Vernova (GEV) | 0.5 | $10M | 16k | 653.57 | |
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $4.3M | 27k | 162.01 | |
| Opal Fuels Class A Com (OPAL) | 0.2 | $4.2M | 1.8M | 2.35 | |
| GDS HLDGS Sponsored Ads (GDS) | 0.2 | $3.7M | 105k | 34.90 | |
| Shoals Technologies Group In Cl A (SHLS) | 0.1 | $2.6M | 301k | 8.50 | |
| Hesai Group Sponsored Ads (HSAI) | 0.1 | $1.4M | 60k | 22.40 | |
| Weride Sponsored Ads (WRD) | 0.1 | $1.2M | 133k | 8.68 | |
| Ftc Solar Com New (FTCI) | 0.0 | $979k | 90k | 10.91 | |
| Pony Ai Sponsored Ads (PONY) | 0.0 | $726k | 50k | 14.50 | |
| Ehang Hldgs Ads (EH) | 0.0 | $448k | 34k | 13.18 | |
| Ses Ai Corporation *w Exp 12/10/202 (SES.WS) | 0.0 | $41k | 240k | 0.17 |
