Skip to main content
Livermore
Livermore
ZHEN

Electron Capital Partners, LLC

SEC CIK
0001586986
Latest filing
Aug 14, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
43
−5 vs. Q1 2022
Portfolio value
$1.79B
−$401.3M (−18.3%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of Electron Capital Partners, LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
NEENextera Energy IncStock2,646,634$205.0M11.4%+1,601,351+153.2%AddedHistory
CEGConstellation Energy CorpStock2,535,238$145.2M8.1%−239,360−8.6%ReducedHistory
AESAES CorpStock6,517,998$136.9M7.6%−3,539,435−35.2%ReducedHistory
EXCExelon CorpStock2,459,447$111.5M6.2%−1,711,722−41.0%ReducedHistory
PWRQuanta Services, Inc.COM860,403$107.8M6.0%−16,562−1.9%ReducedHistory
EIXEdison InternationalStock1,126,834$71.3M4.0%+1,004,908+824.2%AddedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN914,528$67.8M3.8%−88,264−8.8%ReducedHistory
ENVXEnovix CorpCOM7,143,691$63.6M3.6%+77,138+1.1%AddedHistory
RUNSunrun Inc.COM2,716,546$63.5M3.5%+2,716,546NewHistory
ARRYArray Technologies, Inc.COM SHS5,372,753$59.2M3.3%−801,654−13.0%ReducedHistory
MDUMdu Resources Group IncStock2,190,489$59.1M3.3%+2,190,489NewHistory
MTZMastec IncCOM793,862$56.9M3.2%−6,683−0.8%ReducedHistory
NOVASunnova Energy International Inc.COM3,068,668$56.6M3.2%+2,217,326+260.5%AddedHistory
SEDGSolaredge Technologies, Inc.COM188,546$51.6M2.9%+125,965+201.3%AddedHistory
HRIHerc Holdings IncCOM492,536$44.4M2.5%−1,690−0.3%ReducedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A931,414$43.1M2.4%+931,414NewHistory
WTRGEssential Utilities, Inc.COM933,262$42.8M2.4%−97,539−9.5%ReducedHistory
ENPHEnphase Energy, Inc.Stock191,015$37.3M2.1%+83,243+77.2%AddedHistory
ACMAecomCOM528,016$34.4M1.9%+145,979+38.2%AddedHistory
PCGPG&E CorpStock3,430,729$34.2M1.9%−8,630,447−71.6%ReducedHistory
STEMStem, Inc.CL A4,651,662$33.3M1.9%+3,557,187+325.0%AddedHistory
EQTEQT CorpStock871,833$30.0M1.7%+871,833NewHistory
Zimmer Energy Transition Acq989570106COM CL A3,000,000$29.1M1.6%00.0%Unchanged–
FLNCFluence Energy, Inc.COM CL A3,049,919$28.9M1.6%+716,048+30.7%AddedHistory
CWENClearway Energy, Inc.CL C803,906$28.0M1.6%−53,178−6.2%ReducedHistory
EXEExpand Energy CorpCOM334,718$27.1M1.5%−33,092−9.0%ReducedHistory
XPOXPO, Inc.COM549,395$26.5M1.5%−116,692−17.5%ReducedHistory
BOACBluescape Opportunities Acquisition Corp.SHS2,511,945$24.9M1.4%00.0%UnchangedHistory
SHLSShoals Technologies Group, Inc.CL A1,478,563$24.4M1.4%+1,478,563NewHistory
Sunpower Corp867652406COM1,008,636$15.9M0.9%+1,008,636New–
State Street Utilities Select Sector SPDR ETF81369Y886ETF161,352$11.3M0.6%−53,549−24.9%Reduced–
LFGArchaea Energy Inc.COM CL A567,481$8.81M0.5%+29,494+5.5%AddedHistory
FFAIFaraday Future Intelligent Electric Inc.COM1,500,000$3.90M0.2%00.0%UnchangedHistory
Broadscale Acquisition Corp11134Y101COM CL A292,052$2.87M0.2%00.0%Unchanged–
MARAMARA Holdings, Inc.COM457,204$2.44M0.1%+20,715+4.7%AddedHistory
Zimmer Energy Transition Acq989570114*W EXP 06/16/2021,000,000$300.0K<0.1%00.0%Unchanged–
Bluescape Opportunities AcquG1195N113*W EXP 10/28/2021,259,434$268.0K<0.1%00.0%Unchanged–
SESCWSES AI Corp*W EXP 12/10/202244,027$152.0K<0.1%00.0%UnchangedHistory
Benson Hill, Inc.082490111*W EXP 99/99/999313,706$147.0K<0.1%00.0%Unchanged–
WBXWFWallbox N.V.*W EXP 99/99/99925,000$48.0K<0.1%00.0%UnchangedHistory
Broadscale Acquisition Corp11134Y119*W EXP 02/02/20273,012$18.0K<0.1%00.0%Unchanged–
Bird Global, Inc.09077J115*W EXP 01/07/202242,247$13.0K<0.1%00.0%Unchanged–
Fast Radius, Inc.31187R118EQUITY WRT121,687$10.0K<0.1%00.0%Unchanged–

Options (7)

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 2022
SecurityClassPutsCalls
iShares Tr464287630RUS 2000 VAL ETF$176.4M–
AESAES CorpStock–$40.8M
NSCNorfolk Southern CorpStock$34.7M–
NOVASunnova Energy International Inc.COM–$25.7M
STEMStem, Inc.CL A–$25.2M
TSLATesla, Inc.Stock–$19.2M
JBHTHunt J B Transport Services IncCOM$17.1M–

Sold out since Q1 2022 (11)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Electron Capital Partners, LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
PLUGPlug Power IncStock3,003,726$85.9M3.9%History
CARRCarrier Global CorpStock1,418,308$65.1M3.0%History
EMREmerson Electric CoStock538,121$52.8M2.4%History
VSTVistra Corp.Stock2,087,527$48.5M2.2%History
iShares Tr464287184CHINA LG-CAP ETF1,208,727$38.6M1.8%–
SQMChemical & Mining Co of Chile IncSPON ADR SER B439,704$37.6M1.7%History
DENDenbury IncCOM396,481$31.2M1.4%History
DEDeere & CoStock55,658$23.1M1.1%History
GXOGXO Logistics, Inc.Stock196,120$14.0M0.6%History
MVSTMicrovast Holdings, Inc.COM2,000,000$13.4M0.6%History
iShares Inc464286400MSCI BRAZIL ETF34,617$1.31M0.1%–