13F HOLDINGS REPORT
Electron Capital Partners, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001012975-25-000448
Total Value
$1.87B
Positions
36
Other Managers
3
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CONSTELLATION ENERGY CORP | CEG | 612,409 | $197.7M | 10.58% |
| 2 | JOHNSON CTLS INTL PLC | G51502105 | 1,353,241 | $142.9M | 7.65% |
| 3 | 3M CO | MMM | 875,888 | $133.3M | 7.13% |
| 4 | AIR PRODS & CHEMS INC | AIIR | 469,679 | $132.5M | 7.09% |
| 5 | MASTEC INC | MTZ | 747,333 | $127.4M | 6.81% |
| 6 | XCEL ENERGY INC | XELLL | 1,728,063 | $117.7M | 6.30% |
| 7 | NEXTERA ENERGY INC | NEE-PW | 1,622,818 | $112.7M | 6.03% |
| 8 | GE VERNOVA INC | GEV | 191,267 | $101.2M | 5.42% |
| 9 | QUANTA SVCS INC | 74762E102 | 231,363 | $87.5M | 4.68% |
| 10 | ENOVIX CORPORATION | ENVX | 7,066,293 | $73.1M | 3.91% |
| 11 | PPL CORP | PPLC | 2,141,754 | $72.6M | 3.88% |
| 12 | BOEING CO | BA-PA | 342,823 | $71.8M | 3.84% |
| 13 | EXELON CORP | EXC | 1,567,565 | $68.1M | 3.64% |
| 14 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 196,298 | $60.5M | 3.24% |
| 15 | UL SOLUTIONS INC | ULS | 625,281 | $45.6M | 2.44% |
| 16 | COGNEX CORP | CGNX | 1,337,608 | $42.4M | 2.27% |
| 17 | ENTERGY CORP NEW | ENO | 489,476 | $40.7M | 2.18% |
| 18 | EOS ENERGY ENTERPRISES INC | EOSE | 6,979,422 | $35.7M | 1.91% |
| 19 | EDISON INTL | 281020107 | 644,573 | $33.3M | 1.78% |
| 20 | NRG ENERGY INC | NRG | 188,016 | $30.2M | 1.62% |
| 21 | CELANESE CORP DEL | CE | 525,240 | $29.1M | 1.55% |
| 22 | PG&E CORP | PCG-PX | 1,918,031 | $26.7M | 1.43% |
| 23 | ARRAY TECHNOLOGIES INC | ARRY | 3,753,862 | $22.1M | 1.19% |
| 24 | SOLAREDGE TECHNOLOGIES INC | SEDG | 833,764 | $17.0M | 0.91% |
| 25 | HERTZ GLOBAL HLDGS INC | HTZWW | 1,804,433 | $12.3M | 0.66% |
| 26 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 1,976,633 | $8.4M | 0.45% |
| 27 | CANGO INC | CANG | 1,345,741 | $6.5M | 0.35% |
| 28 | SIGMA LITHIUM CORPORATION | SGML | 1,067,947 | $4.8M | 0.26% |
| 29 | OPAL FUELS INC | OPAL | 1,800,000 | $4.4M | 0.23% |
| 30 | VERTIV HOLDINGS CO | VRT | 28,320 | $3.6M | 0.19% |
| 31 | GDS HLDGS LTD | GDHLF | 69,444 | $2.1M | 0.11% |
| 32 | HERC HLDGS INC | HRI | 12,028 | $1.6M | 0.08% |
| 33 | NEXTRACKER INC | NXT | 26,747 | $1.5M | 0.08% |
| 34 | HESAI GROUP | HSIGF | 63,767 | $1.4M | 0.07% |
| 35 | EHANG HLDGS LTD | EH | 35,919 | $623,554 | 0.03% |
| 36 | SES AI CORPORATION | SES-WT | 239,752 | $25,881 | 0.00% |