Institutional Manager · CIK 0001586986
Electron Capital Partners, LLC
NEW YORK, NY · File #028-16049
Latest AUM
$2.15B
Positions
40
Top-10 Concentration
60.5%
Filings
16
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORT (Amended)Q/E Dec 202540 pos · $2.15B
- 13F HOLDINGS REPORTQ/E Dec 202540 pos · $2.15B
- 13F HOLDINGS REPORTQ/E Sep 202537 pos · $2.21B
- 13F HOLDINGS REPORTQ/E Jun 202536 pos · $1.87B
- 13F HOLDINGS REPORTQ/E Mar 202538 pos · $1.52B
- 13F HOLDINGS REPORTQ/E Dec 202441 pos · $1.92B
- 13F HOLDINGS REPORTQ/E Sep 202445 pos · $2.08B
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202447 pos · $1.94B
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202447 pos · $1.94B
- 13F HOLDINGS REPORTQ/E Jun 202447 pos · $1.94B
- 13F HOLDINGS REPORTQ/E Mar 202446 pos · $2.28B
- 13F HOLDINGS REPORT (Amended)Q/E Mar 202435 pos · $2.37B
- 13F HOLDINGS REPORTQ/E Dec 202343 pos · $2.23B
- 13F HOLDINGS REPORTQ/E Sep 202337 pos · $2.32B
- 13F HOLDINGS REPORTQ/E Jun 202342 pos · $2.31B
- 13F HOLDINGS REPORTQ/E Mar 202348 pos · $2.44B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | CONSTELLATION ENERGY CORP | CEG | 580,265 | $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% |