13F HOLDINGS REPORT
Electron Capital Partners, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001012975-25-000246
Total Value
$1.52B
Positions
38
Other Managers
3
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | 3M CO | MMM | 974,887 | $143.2M | 9.39% |
| 2 | CONSTELLATION ENERGY CORP | CEG | 693,983 | $139.9M | 9.18% |
| 3 | XCEL ENERGY INC | XELLL | 1,921,636 | $136.0M | 8.92% |
| 4 | SPDR S&P 500 ETF TR | SPY | 229,000 | $128.1M | 8.40% |
| 5 | EXELON CORP | EXC | 2,545,014 | $117.3M | 7.69% |
| 6 | AIR PRODS & CHEMS INC | AIIR | 311,668 | $91.9M | 6.03% |
| 7 | MASTEC INC | MTZ | 732,829 | $85.5M | 5.61% |
| 8 | GE VERNOVA INC | GEV | 261,965 | $80.0M | 5.25% |
| 9 | ISHARES TR | 464287432 | 857,600 | $78.1M | 5.12% |
| 10 | QUANTA SVCS INC | 74762E102 | 249,807 | $63.5M | 4.17% |
| 11 | NEXTERA ENERGY INC | NEE-PW | 894,782 | $63.4M | 4.16% |
| 12 | JOHNSON CTLS INTL PLC | G51502105 | 780,983 | $62.6M | 4.10% |
| 13 | ENTERGY CORP NEW | ENO | 637,189 | $54.5M | 3.57% |
| 14 | ENOVIX CORPORATION | ENVX | 6,712,763 | $49.3M | 3.23% |
| 15 | PPL CORP | PPLC | 1,033,504 | $37.3M | 2.45% |
| 16 | PG&E CORP | PCG-PX | 2,100,546 | $36.1M | 2.37% |
| 17 | EDISON INTL | 281020107 | 434,517 | $25.6M | 1.68% |
| 18 | LI AUTO INC | LAAOF | 978,500 | $24.7M | 1.62% |
| 19 | GENERAL MTRS CO | 37045V100 | 430,364 | $20.2M | 1.33% |
| 20 | EOS ENERGY ENTERPRISES INC | EOSE | 4,990,278 | $18.9M | 1.24% |
| 21 | ARRAY TECHNOLOGIES INC | ARRY | 3,750,351 | $18.3M | 1.20% |
| 22 | SIGMA LITHIUM CORPORATION | SGML | 1,063,390 | $11.1M | 0.73% |
| 23 | COGNEX CORP | CGNX | 346,041 | $10.3M | 0.68% |
| 24 | BOEING CO | BA-PA | 49,372 | $8.4M | 0.55% |
| 25 | CANGO INC | CANG | 1,339,700 | $5.1M | 0.33% |
| 26 | OPAL FUELS INC | OPAL | 1,800,000 | $3.3M | 0.22% |
| 27 | FLUENCE ENERGY INC | FLNC | 566,709 | $2.7M | 0.18% |
| 28 | VERTIV HOLDINGS CO | VRT | 28,384 | $2.0M | 0.13% |
| 29 | GDS HLDGS LTD | GDHLF | 69,601 | $1.8M | 0.12% |
| 30 | HERC HLDGS INC | HRI | 12,055 | $1.6M | 0.11% |
| 31 | NEXTRACKER INC | NXT | 26,807 | $1.1M | 0.07% |
| 32 | HESAI GROUP | HSIGF | 63,911 | $945,882 | 0.06% |
| 33 | EHANG HLDGS LTD | EH | 36,000 | $752,041 | 0.05% |
| 34 | SUNRUN INC | RUN | 72,775 | $426,462 | 0.03% |
| 35 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 108,838 | $361,343 | 0.02% |
| 36 | STEM INC | STEM | 163,390 | $57,235 | 0.00% |
| 37 | SES AI CORPORATION | SES-WT | 239,752 | $13,306 | 0.00% |
| 38 | WALLBOX NV | WBXWF | 24,557 | $822 | 0.00% |