Electron Capital Partners, LLC
- SEC CIK
- 0001586986
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 51
- +8 vs. Q2 2022
- Portfolio value
- $2.09B
- +$299.7M (+16.7%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AESAES Corp | Stock | 10,343,854 | $233.8M | 11.2% | +3,825,856+58.7% | Added | History |
| CEGConstellation Energy Corp | Stock | 2,238,194 | $186.2M | 8.9% | −297,044−11.7% | Reduced | History |
| NEENextera Energy Inc | Stock | 1,885,063 | $147.8M | 7.1% | −761,571−28.8% | Reduced | History |
| ENVXEnovix Corp | COM | 5,911,124 | $108.4M | 5.2% | −1,232,567−17.3% | Reduced | History |
| PWRQuanta Services, Inc. | COM | 793,314 | $101.1M | 4.8% | −67,089−7.8% | Reduced | History |
| ARRYArray Technologies, Inc. | COM SHS | 5,103,927 | $84.6M | 4.0% | −268,826−5.0% | Reduced | History |
| MTZMastec Inc | COM | 1,320,399 | $83.8M | 4.0% | +526,537+66.3% | Added | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 1,655,634 | $81.0M | 3.9% | +724,220+77.8% | Added | History |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 961,979 | $69.6M | 3.3% | +47,451+5.2% | Added | History |
| STEMStem, Inc. | CL A | 4,932,445 | $65.8M | 3.1% | +280,783+6.0% | Added | History |
| EIXEdison International | Stock | 1,073,281 | $60.7M | 2.9% | −53,553−4.8% | Reduced | History |
| FLNCFluence Energy, Inc. | COM CL A | 3,988,451 | $58.2M | 2.8% | +938,532+30.8% | Added | History |
| NOVASunnova Energy International Inc. | COM | 2,597,745 | $57.4M | 2.7% | −470,923−15.3% | Reduced | History |
| MDUMdu Resources Group Inc | Stock | 2,041,478 | $55.8M | 2.7% | −149,011−6.8% | Reduced | History |
| EXCExelon Corp | Stock | 1,467,396 | $55.0M | 2.6% | −992,051−40.3% | Reduced | History |
| FLEXFlex Ltd. | Stock | 3,256,805 | $54.3M | 2.6% | +3,256,805 | New | History |
| HRIHerc Holdings Inc | COM | 490,300 | $50.9M | 2.4% | −2,236−0.5% | Reduced | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 460,239 | $47.2M | 2.3% | +460,239 | New | – |
| SHLSShoals Technologies Group, Inc. | CL A | 2,084,183 | $44.9M | 2.1% | +605,620+41.0% | Added | History |
| RUNSunrun Inc. | COM | 1,562,745 | $43.1M | 2.1% | −1,153,801−42.5% | Reduced | History |
| PCGPG&E Corp | Stock | 3,241,036 | $40.5M | 1.9% | −189,693−5.5% | Reduced | History |
| ACMAecom | COM | 486,588 | $33.3M | 1.6% | −41,428−7.8% | Reduced | History |
| GMGeneral Motors Co | COM | 949,620 | $30.5M | 1.5% | +949,620 | New | History |
| WTRGEssential Utilities, Inc. | COM | 708,649 | $29.3M | 1.4% | −224,613−24.1% | Reduced | History |
| Zimmer Energy Transition Acq989570106 | COM CL A | 3,000,000 | $29.3M | 1.4% | 00.0% | Unchanged | – |
| Freyr BatteryL4135L100 | COM | 2,040,520 | $29.1M | 1.4% | +2,040,520 | New | – |
| XPOXPO, Inc. | COM | 630,781 | $28.1M | 1.3% | +81,386+14.8% | Added | History |
| EQTEQT Corp | Stock | 682,948 | $27.8M | 1.3% | −188,885−21.7% | Reduced | History |
| CWENClearway Energy, Inc. | CL C | 861,164 | $27.4M | 1.3% | +57,258+7.1% | Added | History |
| BOACBluescape Opportunities Acquisition Corp. | SHS | 2,511,945 | $25.0M | 1.2% | 00.0% | Unchanged | History |
| EXEExpand Energy Corp | COM | 250,710 | $23.6M | 1.1% | −84,008−25.1% | Reduced | History |
| Chindata Group Hldgs Ltd16955F107 | ADS | 2,375,925 | $19.2M | 0.9% | +2,375,925 | New | – |
| OPALOPAL Fuels Inc. | CLASS A COM | 1,800,000 | $14.9M | 0.7% | +1,800,000 | New | History |
| Sunpower Corp867652406 | COM | 347,649 | $8.01M | 0.4% | −660,987−65.5% | Reduced | – |
| LFGArchaea Energy Inc. | COM CL A | 401,940 | $7.24M | 0.3% | −165,541−29.2% | Reduced | History |
| TELLTellurian Inc. | COM | 2,476,988 | $5.92M | 0.3% | +2,476,988 | New | History |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 3,176,994 | $5.31M | 0.3% | +3,176,994 | New | History |
| GWHESS Tech, Inc. | CL SHS | 1,093,561 | $4.47M | 0.2% | +1,093,561 | New | History |
| MARAMARA Holdings, Inc. | COM | 394,564 | $4.23M | 0.2% | −62,640−13.7% | Reduced | History |
| Broadscale Acquisition Corp11134Y101 | COM CL A | 292,052 | $2.88M | 0.1% | 00.0% | Unchanged | – |
| ENPHEnphase Energy, Inc. | Stock | 7,717 | $2.14M | 0.1% | −183,298−96.0% | Reduced | History |
| SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-Sabesp | SPONSORED ADR | 138,063 | $1.26M | 0.1% | +138,063 | New | History |
| CIGEnergy Co of Minas Gerais | SP ADR N-V PFD | 253,485 | $512.0K | <0.1% | +253,485 | New | History |
| Zimmer Energy Transition Acq989570114 | *W EXP 06/16/202 | 1,000,000 | $352.0K | <0.1% | 00.0% | Unchanged | – |
| SESCWSES AI Corp | *W EXP 12/10/202 | 244,027 | $230.0K | <0.1% | 00.0% | Unchanged | History |
| Bluescape Opportunities AcquG1195N113 | *W EXP 10/28/202 | 1,259,434 | $140.0K | <0.1% | 00.0% | Unchanged | – |
| Benson Hill, Inc.082490111 | *W EXP 99/99/999 | 313,706 | $121.0K | <0.1% | 00.0% | Unchanged | – |
| Wallbox N.V.N94209116 | *W EXP 99/99/999 | 25,000 | $35.0K | <0.1% | 00.0% | Unchanged | – |
| Bird Global, Inc.09077J115 | *W EXP 01/07/202 | 242,247 | $11.0K | <0.1% | 00.0% | Unchanged | – |
| Broadscale Acquisition Corp11134Y119 | *W EXP 02/02/202 | 73,012 | $5.00K | <0.1% | 00.0% | Unchanged | – |
| Fast Radius, Inc.31187R118 | EQUITY WRT | 121,687 | $4.00K | <0.1% | 00.0% | Unchanged | – |
Options (4)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q2 2022 (3)
Positions held at the end of Q2 2022 that are gone from this filing.
| Security | Class | Shares in Q2 2022 | Value in Q2 2022 | % of portfolio in Q2 2022 | History |
|---|---|---|---|---|---|
| SEDGSolaredge Technologies, Inc. | COM | 188,546 | $51.6M | 2.9% | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 161,352 | $11.3M | 0.6% | – |
| FFAIFaraday Future Intelligent Electric Inc. | COM | 1,500,000 | $3.90M | 0.2% | History |