13F HOLDINGS REPORT
Electron Capital Partners, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001012975-25-000783
Total Value
$2.21B
Positions
37
Other Managers
3
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CONSTELLATION ENERGY CORP | CEG | 583,282 | $191.9M | 8.69% |
| 2 | MASTEC INC | MTZ | 819,091 | $174.3M | 7.90% |
| 3 | NEXTERA ENERGY INC | NEE-PW | 1,967,208 | $148.5M | 6.73% |
| 4 | ENTERGY CORP NEW | ENO | 1,539,709 | $143.5M | 6.50% |
| 5 | XCEL ENERGY INC | XELLL | 1,680,811 | $135.6M | 6.14% |
| 6 | 3M CO | MMM | 797,297 | $123.7M | 5.60% |
| 7 | GE VERNOVA INC | GEV | 194,548 | $119.6M | 5.42% |
| 8 | JOHNSON CTLS INTL PLC | G51502105 | 1,070,106 | $117.7M | 5.33% |
| 9 | QUANTA SVCS INC | 74762E102 | 238,728 | $98.9M | 4.48% |
| 10 | PPL CORP | PPLC | 2,235,659 | $83.1M | 3.76% |
| 11 | ENOVIX CORPORATION | ENVX | 8,038,396 | $80.1M | 3.63% |
| 12 | EOS ENERGY ENTERPRISES INC | EOSE | 6,594,701 | $75.1M | 3.40% |
| 13 | BOEING CO | BA-PA | 344,523 | $74.4M | 3.37% |
| 14 | EXELON CORP | EXC | 1,636,839 | $73.7M | 3.34% |
| 15 | SOLAREDGE TECHNOLOGIES INC | SEDG | 1,732,566 | $64.1M | 2.90% |
| 16 | COGNEX CORP | CGNX | 1,385,942 | $62.8M | 2.84% |
| 17 | UNITED AIRLS HLDGS INC | UNTCW | 588,989 | $56.8M | 2.57% |
| 18 | UL SOLUTIONS INC | ULS | 786,323 | $55.7M | 2.52% |
| 19 | NEXTRACKER INC | NXT | 566,415 | $41.9M | 1.90% |
| 20 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 140,701 | $41.8M | 1.89% |
| 21 | AIR PRODS & CHEMS INC | AIIR | 139,324 | $38.0M | 1.72% |
| 22 | EDISON INTL | 281020107 | 669,296 | $37.0M | 1.68% |
| 23 | BORGWARNER INC | BWA | 723,835 | $31.8M | 1.44% |
| 24 | ARRAY TECHNOLOGIES INC | ARRY | 3,783,147 | $30.8M | 1.40% |
| 25 | PG&E CORP | PCG-PX | 1,990,264 | $30.0M | 1.36% |
| 26 | CELANESE CORP DEL | CE | 564,662 | $23.8M | 1.08% |
| 27 | MOBILEYE GLOBAL INC | MBLY | 1,278,362 | $18.1M | 0.82% |
| 28 | PLUG POWER INC | PLUG | 4,576,398 | $10.7M | 0.48% |
| 29 | SIGMA LITHIUM CORPORATION | SGML | 1,112,845 | $7.1M | 0.32% |
| 30 | VERTIV HOLDINGS CO | VRT | 28,254 | $4.3M | 0.19% |
| 31 | OPAL FUELS INC | OPAL | 1,800,000 | $4.0M | 0.18% |
| 32 | GDS HLDGS LTD | GDHLF | 69,282 | $2.7M | 0.12% |
| 33 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 317,691 | $2.4M | 0.11% |
| 34 | HESAI GROUP | HSIGF | 63,618 | $1.8M | 0.08% |
| 35 | WERIDE INC | WRDIF | 140,373 | $1.4M | 0.06% |
| 36 | EHANG HLDGS LTD | EH | 35,835 | $665,457 | 0.03% |
| 37 | SES AI CORPORATION | SES-WT | 239,752 | $41,801 | 0.00% |