13F HOLDINGS REPORT
Electron Capital Partners, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001012975-26-000156
Total Value
$2.15B
Positions
40
Other Managers
3
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CONSTELLATION ENERGY CORP | CEG | 5,802,645 | $205.0M | 9.52% |
| 2 | MASTEC INC | MTZ | 804,303 | $174.8M | 8.12% |
| 3 | XCEL ENERGY INC | XELLL | 1,936,695 | $143.0M | 6.64% |
| 4 | NEXTERA ENERGY INC | NEE-PW | 1,767,427 | $141.9M | 6.59% |
| 5 | JOHNSON CTLS INTL PLC | G51502105 | 1,139,591 | $136.5M | 6.34% |
| 6 | ENTERGY CORP NEW | ENO | 1,440,084 | $133.1M | 6.18% |
| 7 | 3M CO | MMM | 801,662 | $128.3M | 5.96% |
| 8 | COHERENT CORP | COHR | 500,145 | $92.3M | 4.29% |
| 9 | QUANTA SVCS INC | 74762E102 | 179,642 | $75.8M | 3.52% |
| 10 | EXELON CORP | EXC | 1,645,168 | $71.7M | 3.33% |
| 11 | EOS ENERGY ENTERPRISES INC | EOSE | 6,121,896 | $70.2M | 3.26% |
| 12 | UL SOLUTIONS INC | ULS | 855,439 | $67.5M | 3.13% |
| 13 | FIRSTENERGY CORP | FE | 1,472,177 | $65.9M | 3.06% |
| 14 | WILLIAMS COS INC | 969457100 | 1,085,885 | $65.3M | 3.03% |
| 15 | FLEX LTD | FLEX | 948,159 | $57.3M | 2.66% |
| 16 | NEXTPOWER INC | NXT | 631,726 | $55.0M | 2.56% |
| 17 | SOLAREDGE TECHNOLOGIES INC | SEDG | 1,623,822 | $46.8M | 2.18% |
| 18 | ENOVIX CORPORATION | ENVX | 6,054,051 | $44.3M | 2.06% |
| 19 | UNITED AIRLS HLDGS INC | UNTCW | 391,337 | $43.8M | 2.03% |
| 20 | CATERPILLAR INC | CAT | 74,761 | $42.8M | 1.99% |
| 21 | BOEING CO | BA-PA | 181,481 | $39.4M | 1.83% |
| 22 | CARVANA CO | CVNA | 90,864 | $38.3M | 1.78% |
| 23 | PG&E CORP | PCG-PX | 2,367,959 | $38.1M | 1.77% |
| 24 | KEYSIGHT TECHNOLOGIES INC | KEYS | 161,004 | $32.7M | 1.52% |
| 25 | COGNEX CORP | CGNX | 852,984 | $30.7M | 1.43% |
| 26 | ARRAY TECHNOLOGIES INC | ARRY | 2,640,417 | $24.3M | 1.13% |
| 27 | T1 ENERGY INC | TE-WT | 3,500,021 | $23.4M | 1.09% |
| 28 | EDISON INTL | 281020107 | 344,603 | $20.7M | 0.96% |
| 29 | SIGMA LITHIUM CORPORATION | SGML | 1,112,845 | $14.7M | 0.68% |
| 30 | GE VERNOVA INC | GEV | 15,859 | $10.4M | 0.48% |
| 31 | VERTIV HOLDINGS CO | VRT | 26,789 | $4.3M | 0.20% |
| 32 | OPAL FUELS INC | OPAL | 1,800,000 | $4.2M | 0.20% |
| 33 | GDS HLDGS LTD | GDHLF | 105,448 | $3.7M | 0.17% |
| 34 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 301,216 | $2.6M | 0.12% |
| 35 | HESAI GROUP | HSIGF | 60,319 | $1.4M | 0.06% |
| 36 | WERIDE INC | WRDIF | 133,094 | $1.2M | 0.05% |
| 37 | FTC SOLAR INC | FTCI | 89,724 | $978,889 | 0.05% |
| 38 | PONY AI INC | PYAIF | 50,076 | $726,102 | 0.03% |
| 39 | EHANG HLDGS LTD | EH | 33,977 | $447,816 | 0.02% |
| 40 | SES AI CORPORATION | SES-WT | 239,752 | $40,758 | 0.00% |