Electron Capital Partners, LLC
- SEC CIK
- 0001586986
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 44
- −12 vs. Q3 2021
- Portfolio value
- $1.88B
- +$47.3M (+2.6%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AESAES Corp | Stock | 9,988,320 | $242.7M | 12.9% | +82,403+0.8% | Added | History |
| EXCExelon Corp | Stock | 3,969,817 | $229.3M | 12.2% | −90,221−2.2% | Reduced | History |
| ENVXEnovix Corp | COM | 6,896,305 | $188.1M | 10.0% | +1,728,452+33.4% | Added | History |
| PCGPG&E Corp | Stock | 10,972,304 | $133.2M | 7.1% | −129,288−1.2% | Reduced | History |
| EDConsolidated Edison Inc | Stock | 1,274,893 | $108.8M | 5.8% | −81,533−6.0% | Reduced | History |
| PWRQuanta Services, Inc. | COM | 855,214 | $98.1M | 5.2% | −101,636−10.6% | Reduced | History |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 977,070 | $82.5M | 4.4% | −15,491−1.6% | Reduced | History |
| HRIHerc Holdings Inc | COM | 510,388 | $79.9M | 4.3% | −21,040−4.0% | Reduced | History |
| MTZMastec Inc | COM | 790,225 | $72.9M | 3.9% | −53,337−6.3% | Reduced | History |
| FLNCFluence Energy, Inc. | COM CL A | 1,798,711 | $64.0M | 3.4% | +1,798,711 | New | History |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 1,049,025 | $52.9M | 2.8% | +1,049,025 | New | History |
| EIXEdison International | Stock | 722,381 | $49.3M | 2.6% | −215,512−23.0% | Reduced | History |
| CARRCarrier Global Corp | Stock | 881,662 | $47.8M | 2.5% | −208,640−19.1% | Reduced | History |
| NOVASunnova Energy International Inc. | COM | 1,366,558 | $38.2M | 2.0% | −107,333−7.3% | Reduced | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 464,288 | $33.2M | 1.8% | +296,514+176.7% | Added | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 410,549 | $31.6M | 1.7% | +410,549 | New | – |
| XPOXPO, Inc. | COM | 399,734 | $31.0M | 1.6% | −103,763−20.6% | Reduced | History |
| CWENClearway Energy, Inc. | CL C | 841,376 | $30.3M | 1.6% | −18,126−2.1% | Reduced | History |
| Zimmer Energy Transition Acq989570106 | COM CL A | 3,000,000 | $29.1M | 1.5% | 00.0% | Unchanged | – |
| WTRGEssential Utilities, Inc. | COM | 540,449 | $29.0M | 1.5% | +540,449 | New | History |
| ACMAecom | COM | 373,501 | $28.9M | 1.5% | −79,346−17.5% | Reduced | History |
| BOACBluescape Opportunities Acquisition Corp. | SHS | 2,511,945 | $24.6M | 1.3% | 00.0% | Unchanged | History |
| STEMStem, Inc. | CL A | 1,248,800 | $23.7M | 1.3% | +1,248,800 | New | History |
| VSTVistra Corp. | Stock | 998,151 | $22.7M | 1.2% | −288,387−22.4% | Reduced | History |
| EXEExpand Energy Corp | COM | 312,761 | $20.2M | 1.1% | +312,761 | New | History |
| GXOGXO Logistics, Inc. | Stock | 194,239 | $17.6M | 0.9% | −58,941−23.3% | Reduced | History |
| CHPTChargePoint Holdings, Inc. | COM CL A | 698,753 | $13.3M | 0.7% | −405,267−36.7% | Reduced | History |
| MVSTMicrovast Holdings, Inc. | COM | 2,000,000 | $11.3M | 0.6% | 00.0% | Unchanged | History |
| MARAMARA Holdings, Inc. | COM | 302,900 | $9.95M | 0.5% | +302,900 | New | History |
| FFAIFaraday Future Intelligent Electric Inc. | COM | 1,500,000 | $7.98M | 0.4% | 00.0% | Unchanged | History |
| SES AI CorpG4R87P114 | COM CL A | 732,083 | $7.28M | 0.4% | 00.0% | Unchanged | – |
| Decarbonization Plus Acqu II242794105 | COM CL A | 681,455 | $6.79M | 0.4% | 00.0% | Unchanged | – |
| Ecp Environmental GW Opt Cor26829T100 | COM CL A | 486,753 | $4.80M | 0.3% | 00.0% | Unchanged | – |
| Broadscale Acquisition Corp11134Y101 | COM CL A | 292,052 | $2.90M | 0.2% | 00.0% | Unchanged | – |
| Bluescape Opportunities AcquG1195N113 | *W EXP 10/28/202 | 1,259,434 | $1.08M | 0.1% | 00.0% | Unchanged | – |
| Zimmer Energy Transition Acq989570114 | *W EXP 06/16/202 | 1,000,000 | $1.06M | 0.1% | 00.0% | Unchanged | – |
| ARRYArray Technologies, Inc. | COM SHS | 39,434 | $619.0K | <0.1% | −1,722,591−97.8% | Reduced | History |
| SESCWSES AI Corp | *W EXP 01/08/202 | 244,027 | $437.0K | <0.1% | 00.0% | Unchanged | History |
| Benson Hill, Inc.082490111 | *W EXP 99/99/999 | 313,706 | $387.0K | <0.1% | 00.0% | Unchanged | – |
| Decarbonization Plus Acqu II242794113 | *W EXP 01/19/202 | 227,151 | $355.0K | <0.1% | 00.0% | Unchanged | – |
| Bird Global, Inc.09077J115 | *W EXP 01/07/202 | 242,247 | $256.0K | <0.1% | +242,247 | New | – |
| Wallbox N.V.N94209116 | *W EXP 99/99/999 | 25,000 | $124.0K | <0.1% | +25,000 | New | – |
| Ecp Environmental GW Opt Cor26829T118 | *W EXP 03/01/202 | 121,687 | $86.0K | <0.1% | 00.0% | Unchanged | – |
| Broadscale Acquisition Corp11134Y119 | *W EXP 02/02/202 | 73,012 | $68.0K | <0.1% | 00.0% | Unchanged | – |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q3 2021 (21)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| GNRCGenerac Holdings Inc. | Stock | 140,952 | $57.6M | 3.1% | History |
| PLUGPlug Power Inc | Stock | 1,298,051 | $33.2M | 1.8% | History |
| CVACovanta Holding Corp | COM | 1,463,458 | $29.4M | 1.6% | History |
| CXCemex SAB de CV | SPON ADR NEW | 3,914,441 | $28.1M | 1.5% | History |
| GMGeneral Motors Co | COM | 495,923 | $26.1M | 1.4% | History |
| ALBAlbemarle Corp | Stock | 111,078 | $24.3M | 1.3% | History |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 101,300 | $20.0M | 1.1% | – |
| MPMP Materials Corp. | COM CL A | 428,571 | $13.8M | 0.8% | History |
| Enovix Corp293594115 | *W EXP 11/30/202 | 1,512,498 | $13.0M | 0.7% | – |
| SWBKSwitchback II Corp | COM CL A | 1,211,235 | $12.1M | 0.7% | History |
| FCELFuelcell Energy Inc | COM | 1,714,621 | $11.5M | 0.6% | History |
| EAFGraftech International Ltd | COM | 1,012,814 | $10.5M | 0.6% | History |
| BBBLACKBERRY Ltd | COM | 798,336 | $7.77M | 0.4% | History |
| SUNLSunlight Financial Holdings Inc. | COMMON STOCK | 747,727 | $3.97M | 0.2% | History |
| Kensington Capital Acquisiti49006L104 | COM CL A | 100,000 | $1.00M | 0.1% | – |
| HALHalliburton Co | Stock | 20,684 | $447.0K | <0.1% | History |
| SLBSLB Limited | Stock | 14,606 | $432.0K | <0.1% | History |
| BKRBaker Hughes Co | CL A | 17,123 | $423.0K | <0.1% | History |
| Switchback II CorpG8633T107 | *W EXP 01/07/202 | 242,247 | $343.0K | <0.1% | – |
| BHILBenson Hill, Inc. | COMMON STOCK | 32,928 | $235.0K | <0.1% | History |
| Kensington Capital Acquisiti49006L112 | *W EXP 02/23/202 | 25,000 | $29.0K | <0.1% | – |