Electron Capital Partners, LLC
- SEC CIK
- 0001586986
- Latest filing
- Aug 14, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 56
- +6 vs. Q2 2021
- Portfolio value
- $1.83B
- +$218.4M (+13.5%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AESAES Corp | Stock | 9,905,917 | $226.2M | 12.4% | +1,183,931+13.6% | Added | History |
| EXCExelon Corp | Stock | 4,060,038 | $196.3M | 10.7% | +1,152,363+39.6% | Added | History |
| PWRQuanta Services, Inc. | COM | 956,850 | $108.9M | 5.9% | +267,078+38.7% | Added | History |
| PCGPG&E Corp | Stock | 11,101,592 | $106.6M | 5.8% | +2,747,454+32.9% | Added | History |
| EDConsolidated Edison Inc | Stock | 1,356,426 | $98.5M | 5.4% | +1,356,426 | New | History |
| ENVXEnovix Corp | COM | 5,167,853 | $97.6M | 5.3% | +5,167,853 | New | History |
| HRIHerc Holdings Inc | COM | 531,428 | $86.9M | 4.7% | −12,398−2.3% | Reduced | History |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 992,561 | $74.8M | 4.1% | +87,824+9.7% | Added | History |
| MTZMastec Inc | COM | 843,562 | $72.8M | 4.0% | +158,850+23.2% | Added | History |
| GNRCGenerac Holdings Inc. | Stock | 140,952 | $57.6M | 3.1% | +45,257+47.3% | Added | History |
| CARRCarrier Global Corp | Stock | 1,090,302 | $56.4M | 3.1% | −207,932−16.0% | Reduced | History |
| EIXEdison International | Stock | 937,893 | $52.0M | 2.8% | +237,276+33.9% | Added | History |
| NOVASunnova Energy International Inc. | COM | 1,473,891 | $48.5M | 2.7% | −309,631−17.4% | Reduced | History |
| XPOXPO, Inc. | COM | 503,497 | $40.1M | 2.2% | +179,433+55.4% | Added | History |
| PLUGPlug Power Inc | Stock | 1,298,051 | $33.2M | 1.8% | +1,298,051 | New | History |
| ARRYArray Technologies, Inc. | COM SHS | 1,762,025 | $32.6M | 1.8% | +1,762,025 | New | History |
| CVACovanta Holding Corp | COM | 1,463,458 | $29.4M | 1.6% | −1,270,584−46.5% | Reduced | History |
| Zimmer Energy Transition Acq989570106 | COM CL A | 3,000,000 | $29.2M | 1.6% | +3,000,000 | New | – |
| ACMAecom | COM | 452,847 | $28.6M | 1.6% | +98,005+27.6% | Added | History |
| CXCemex SAB de CV | SPON ADR NEW | 3,914,441 | $28.1M | 1.5% | −1,071,402−21.5% | Reduced | History |
| GMGeneral Motors Co | COM | 495,923 | $26.1M | 1.4% | +495,923 | New | History |
| CWENClearway Energy, Inc. | CL C | 859,502 | $26.0M | 1.4% | +78,743+10.1% | Added | History |
| BOACBluescape Opportunities Acquisition Corp. | SHS | 2,511,945 | $24.6M | 1.3% | 00.0% | Unchanged | History |
| ALBAlbemarle Corp | Stock | 111,078 | $24.3M | 1.3% | +111,078 | New | History |
| CHPTChargePoint Holdings, Inc. | COM CL A | 1,104,020 | $22.1M | 1.2% | +23,871+2.2% | Added | History |
| VSTVistra Corp. | Stock | 1,286,538 | $22.0M | 1.2% | +117,924+10.1% | Added | History |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 101,300 | $20.0M | 1.1% | +101,300 | New | – |
| GXOGXO Logistics, Inc. | Stock | 253,180 | $19.9M | 1.1% | +253,180 | New | History |
| MVSTMicrovast Holdings, Inc. | COM | 2,000,000 | $16.4M | 0.9% | +2,000,000 | New | History |
| FFAIFaraday Future Intelligent Electric Inc. | COM | 1,500,000 | $14.2M | 0.8% | +1,500,000 | New | History |
| MPMP Materials Corp. | COM CL A | 428,571 | $13.8M | 0.8% | +428,571 | New | History |
| Enovix Corp293594115 | *W EXP 11/30/202 | 1,512,498 | $13.0M | 0.7% | +1,512,498 | New | – |
| SWBKSwitchback II Corp | COM CL A | 1,211,235 | $12.1M | 0.7% | 00.0% | Unchanged | History |
| FCELFuelcell Energy Inc | COM | 1,714,621 | $11.5M | 0.6% | +1,714,621 | New | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 167,774 | $10.7M | 0.6% | +167,774 | New | – |
| EAFGraftech International Ltd | COM | 1,012,814 | $10.5M | 0.6% | +1,012,814 | New | History |
| BBBLACKBERRY Ltd | COM | 798,336 | $7.77M | 0.4% | +67,515+9.2% | Added | History |
| SES AI CorpG4R87P114 | COM CL A | 732,083 | $7.25M | 0.4% | 00.0% | Unchanged | – |
| Decarbonization Plus Acqu II242794105 | COM CL A | 681,455 | $6.73M | 0.4% | 00.0% | Unchanged | – |
| Ecp Environmental GW Opt Cor26829T100 | COM CL A | 486,753 | $4.81M | 0.3% | 00.0% | Unchanged | – |
| SUNLSunlight Financial Holdings Inc. | COMMON STOCK | 747,727 | $3.97M | 0.2% | +747,727 | New | History |
| Broadscale Acquisition Corp11134Y101 | COM CL A | 292,052 | $2.84M | 0.2% | 00.0% | Unchanged | – |
| Bluescape Opportunities AcquG1195N113 | *W EXP 10/28/202 | 1,259,434 | $1.27M | 0.1% | 00.0% | Unchanged | – |
| Kensington Capital Acquisiti49006L104 | COM CL A | 100,000 | $1.00M | 0.1% | 00.0% | Unchanged | – |
| Zimmer Energy Transition Acq989570114 | *W EXP 06/16/202 | 1,000,000 | $890.0K | <0.1% | +1,000,000 | New | – |
| Benson Hill, Inc.082490111 | *W EXP 99/99/999 | 313,706 | $453.0K | <0.1% | +313,706 | New | – |
| HALHalliburton Co | Stock | 20,684 | $447.0K | <0.1% | +20,684 | New | History |
| SLBSLB Limited | Stock | 14,606 | $432.0K | <0.1% | +14,606 | New | History |
| BKRBaker Hughes Co | CL A | 17,123 | $423.0K | <0.1% | +17,123 | New | History |
| SESCWSES AI Corp | *W EXP 01/08/202 | 244,027 | $355.0K | <0.1% | 00.0% | Unchanged | History |
| Switchback II CorpG8633T107 | *W EXP 01/07/202 | 242,247 | $343.0K | <0.1% | 00.0% | Unchanged | – |
| Decarbonization Plus Acqu II242794113 | *W EXP 01/19/202 | 227,151 | $281.0K | <0.1% | 00.0% | Unchanged | – |
| BHILBenson Hill, Inc. | COMMON STOCK | 32,928 | $235.0K | <0.1% | +32,928 | New | History |
| Ecp Environmental GW Opt Cor26829T118 | *W EXP 03/01/202 | 121,687 | $100.0K | <0.1% | 00.0% | Unchanged | – |
| Broadscale Acquisition Corp11134Y119 | *W EXP 02/02/202 | 73,012 | $55.0K | <0.1% | 00.0% | Unchanged | – |
| Kensington Capital Acquisiti49006L112 | *W EXP 02/23/202 | 25,000 | $29.0K | <0.1% | 00.0% | Unchanged | – |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| AESAES Corp | Stock | – | $60.5M |
Sold out since Q2 2021 (17)
Positions held at the end of Q2 2021 that are gone from this filing.
| Security | Class | Shares in Q2 2021 | Value in Q2 2021 | % of portfolio in Q2 2021 | History |
|---|---|---|---|---|---|
| Rodgers Silicon Valley Aq Co774873103 | COM | 3,024,996 | $69.5M | 4.3% | – |
| FFord Motor Co | Stock | 3,373,848 | $50.1M | 3.1% | History |
| FSLRFirst Solar, Inc. | Stock | 450,743 | $40.8M | 2.5% | History |
| TTTrane Technologies plc | SHS | 199,969 | $36.8M | 2.3% | History |
| ZTAQUZimmer Energy Transition Acquisition Corp. | UNIT 06/16/2026 | 3,000,000 | $30.4M | 1.9% | History |
| CSXCSX Corp | Stock | 839,484 | $26.9M | 1.7% | History |
| DENDenbury Inc | COM | 269,487 | $20.7M | 1.3% | History |
| IBPInstalled Building Products, Inc. | COM | 150,881 | $18.5M | 1.1% | History |
| AOSSmith A O Corp | COM | 244,781 | $17.6M | 1.1% | History |
| STEMStem, Inc. | CL A | 445,529 | $16.0M | 1.0% | History |
| Rodgers Silicon Valley Aq Co774873111 | *W EXP 11/30/202 | 1,512,498 | $15.6M | 1.0% | – |
| CLFCleveland-Cliffs Inc. | COM | 643,252 | $13.9M | 0.9% | History |
| JCIJohnson Controls International plc | Stock | 198,314 | $13.6M | 0.8% | History |
| Star Peak Corp II855179107 | COM CL A | 1,254,826 | $12.4M | 0.8% | – |
| FRTAForterra, Inc. | COM | 109,740 | $2.58M | 0.2% | History |
| Star Peak Corp II855179115 | *W EXP 12/24/202 | 558,085 | $982.0K | 0.1% | – |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 10,000 | $204.0K | <0.1% | History |