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Livermore
Livermore
ZHEN

Electron Capital Partners, LLC

SEC CIK
0001586986
Latest filing
Aug 14, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
50
+7 vs. Q1 2021
Portfolio value
$1.61B
+$190.6M (+13.4%) vs. Q1 2021
Filed
Aug 16, 2021
SEC
Holdings of Electron Capital Partners, LLC in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
AESAES CorpStock8,721,986$227.4M14.1%+1,333,814+18.1%AddedHistory
EXCExelon CorpStock2,907,675$128.8M8.0%−154,452−5.0%ReducedHistory
PCGPG&E CorpStock8,354,138$85.0M5.3%+1,440,813+20.8%AddedHistory
MTZMastec IncCOM684,712$72.6M4.5%−22,363−3.2%ReducedHistory
Rodgers Silicon Valley Aq Co774873103COM3,024,996$69.5M4.3%00.0%Unchanged–
XIFRXPLR Infrastructure, LPCOM UNIT PART IN904,737$69.1M4.3%−116,105−11.4%ReducedHistory
NOVASunnova Energy International Inc.COM1,783,522$67.2M4.2%+410,121+29.9%AddedHistory
CARRCarrier Global CorpStock1,298,234$63.1M3.9%+252,561+24.2%AddedHistory
PWRQuanta Services, Inc.COM689,772$62.5M3.9%−39,046−5.4%ReducedHistory
HRIHerc Holdings IncCOM543,826$60.9M3.8%−52,979−8.9%ReducedHistory
FFord Motor CoStock3,373,848$50.1M3.1%+3,373,848NewHistory
CVACovanta Holding CorpCOM2,734,042$48.1M3.0%00.0%UnchangedHistory
XPOXPO, Inc.COM324,064$45.3M2.8%+109,044+50.7%AddedHistory
CXCemex SAB de CVSPON ADR NEW4,985,843$41.9M2.6%−4,305,159−46.3%ReducedHistory
FSLRFirst Solar, Inc.Stock450,743$40.8M2.5%+450,743NewHistory
EIXEdison InternationalStock700,617$40.5M2.5%+700,617NewHistory
GNRCGenerac Holdings Inc.Stock95,695$39.7M2.5%−38,876−28.9%ReducedHistory
CHPTChargePoint Holdings, Inc.COM CL A1,080,149$37.5M2.3%−785,799−42.1%ReducedHistory
TTTrane Technologies plcSHS199,969$36.8M2.3%+199,969NewHistory
ZTAQUZimmer Energy Transition Acquisition Corp.UNIT 06/16/20263,000,000$30.4M1.9%+3,000,000NewHistory
CSXCSX CorpStock839,484$26.9M1.7%+839,484NewHistory
BOACBluescape Opportunities Acquisition Corp.SHS2,511,945$24.6M1.5%00.0%UnchangedHistory
ACMAecomCOM354,842$22.5M1.4%−13,998−3.8%ReducedHistory
VSTVistra Corp.Stock1,168,614$21.7M1.3%+1,168,614NewHistory
DENDenbury IncCOM269,487$20.7M1.3%+269,487NewHistory
CWENClearway Energy, Inc.CL C780,759$20.7M1.3%−53,880−6.5%ReducedHistory
IBPInstalled Building Products, Inc.COM150,881$18.5M1.1%−6,606−4.2%ReducedHistory
AOSSmith A O CorpCOM244,781$17.6M1.1%+244,781NewHistory
STEMStem, Inc.CL A445,529$16.0M1.0%+445,529NewHistory
Rodgers Silicon Valley Aq Co774873111*W EXP 11/30/2021,512,498$15.6M1.0%00.0%Unchanged–
CLFCleveland-Cliffs Inc.COM643,252$13.9M0.9%+643,252NewHistory
JCIJohnson Controls International plcStock198,314$13.6M0.8%+198,314NewHistory
Star Peak Corp II855179107COM CL A1,254,826$12.4M0.8%00.0%Unchanged–
SWBKSwitchback II CorpCOM CL A1,211,235$12.0M0.7%00.0%UnchangedHistory
BBBLACKBERRY LtdCOM730,821$8.93M0.6%−393,473−35.0%ReducedHistory
SES AI CorpG4R87P114COM CL A732,083$7.45M0.5%00.0%Unchanged–
Decarbonization Plus Acqu II242794105COM CL A681,455$6.73M0.4%+681,455New–
Ecp Environmental GW Opt Cor26829T100COM CL A486,753$4.75M0.3%+486,753New–
Broadscale Acquisition Corp11134Y101COM CL A292,052$2.84M0.2%+292,052New–
FRTAForterra, Inc.COM109,740$2.58M0.2%−2,555,564−95.9%ReducedHistory
Bluescape Opportunities AcquG1195N113*W EXP 10/28/2021,259,434$1.63M0.1%00.0%Unchanged–
Kensington Capital Acquisiti49006L104COM CL A100,000$995.0K0.1%+100,000New–
Star Peak Corp II855179115*W EXP 12/24/202558,085$982.0K0.1%00.0%Unchanged–
SESCWSES AI Corp*W EXP 01/08/202244,027$453.0K<0.1%00.0%UnchangedHistory
Decarbonization Plus Acqu II242794113*W EXP 01/19/202227,151$332.0K<0.1%+227,151New–
Switchback II CorpG8633T107*W EXP 01/07/202242,247$325.0K<0.1%00.0%Unchanged–
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS10,000$204.0K<0.1%+10,000NewHistory
Ecp Environmental GW Opt Cor26829T118*W EXP 03/01/202121,687$176.0K<0.1%+121,687New–
Broadscale Acquisition Corp11134Y119*W EXP 02/02/20273,012$84.0K<0.1%+73,012New–
Kensington Capital Acquisiti49006L112*W EXP 02/23/20225,000$43.0K<0.1%+25,000New–

Options (5)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Electron Capital Partners, LLC in Q2 2021
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF$166.4M–
iShares Tr46428743220 YR TR BD ETF$119.1M–
SPDR Series Trust78468R556SP O&G EXPL PRO–$74.2M
AESAES CorpStock–$69.1M
VanEck ETF Trust92189H607OIL SERVICES ETF–$24.8M

Sold out since Q1 2021 (14)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Electron Capital Partners, LLC sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
GMGeneral Motors CoCOM699,759$40.2M2.8%History
ENPHEnphase Energy, Inc.Stock191,963$31.1M2.2%History
VNETVNET Group, Inc.SPONSORED ADS A933,946$30.2M2.1%History
State Street Utilities Select Sector SPDR ETF81369Y886ETF199,290$12.8M0.9%–
ARRYArray Technologies, Inc.COM SHS425,085$12.7M0.9%History
RUNSunrun Inc.COM180,118$10.9M0.8%History
SUMSummit Materials, Inc.CL A388,122$10.9M0.8%History
Decarbonization Plus Acqu II242794204UNIT 01/19/2026681,455$6.86M0.5%–
GCPGCP Applied Technologies Inc.COM245,705$6.03M0.4%History
Ecp Environmental GW Opt Cor26829T209UNIT 03/01/2026486,753$4.91M0.3%–
NRGNRG Energy, Inc.Stock124,263$4.69M0.3%History
Broadscale Acquisition Corp11134Y200UNIT 02/02/2026292,052$2.89M0.2%–
HEESH&E Equipment Services, Inc.COM67,999$2.58M0.2%History
Kensington Capital Acquisiti49006L203UNIT 99/99/9999100,000$1.03M0.1%–