Electron Capital Partners, LLC

SEC CIK: 0001586986
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.

Positions: 45; −6 vs. Q3 2022
Portfolio value: $2.24B; +$146.8M (+7.0%) vs. Q3 2022
Filed: Feb 14, 2023; SEC

Holdings of Electron Capital Partners, LLC in Q4 2022
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
AESAES Corp	Stock	8,784,404	$252.6M	11.3%	−1,559,450−15.1%	Reduced	History
CEGConstellation Energy Corp	Stock	2,203,089	$189.9M	8.5%	−35,105−1.6%	Reduced	History
NEENextera Energy Inc	Stock	1,855,007	$155.1M	6.9%	−30,056−1.6%	Reduced	History
MTZMastec Inc	COM	1,575,421	$134.4M	6.0%	+255,022+19.3%	Added	History
GEGeneral Electric Co	Stock	1,450,373	$121.5M	5.4%	+1,450,373	New	History
PWRQuanta Services, Inc.	COM	773,131	$110.2M	4.9%	−20,183−2.5%	Reduced	History
ARRYArray Technologies, Inc.	COM SHS	4,545,279	$87.9M	3.9%	−558,648−10.9%	Reduced	History
FLEXFlex Ltd.	Stock	3,294,536	$70.7M	3.2%	+37,731+1.2%	Added	History
FLNCFluence Energy, Inc.	COM CL A	3,985,969	$68.4M	3.1%	−2,482−0.1%	Reduced	History
EIXEdison International	Stock	1,055,422	$67.1M	3.0%	−17,859−1.7%	Reduced	History
XIFRXPLR Infrastructure, LP	COM UNIT PART IN	939,642	$65.9M	2.9%	−22,337−2.3%	Reduced	History
HRIHerc Holdings Inc	COM	489,978	$64.5M	2.9%	−322−0.1%	Reduced	History
ENVXEnovix Corp	COM	5,035,778	$62.6M	2.8%	−875,346−14.8%	Reduced	History
PCGPG&E Corp	Stock	3,826,269	$62.2M	2.8%	+585,233+18.1%	Added	History
NIONIO Inc.	ADR	6,302,178	$61.4M	2.7%	+6,302,178	New	History
NOVASunnova Energy International Inc.	COM	3,379,638	$60.9M	2.7%	+781,893+30.1%	Added	History
DDominion Energy, Inc	Stock	813,771	$49.9M	2.2%	+813,771	New	History
KNXKnight-Swift Transportation Holdings Inc.	CL A	838,409	$43.9M	2.0%	−817,225−49.4%	Reduced	History
STEMStem, Inc.	CL A	4,839,271	$43.3M	1.9%	−93,174−1.9%	Reduced	History
RUNSunrun Inc.	COM	1,740,084	$41.8M	1.9%	+177,339+11.3%	Added	History
Freyr BatteryL4135L100	COM	4,243,713	$36.8M	1.6%	+2,203,193+108.0%	Added	–
SHLSShoals Technologies Group, Inc.	CL A	1,459,195	$36.0M	1.6%	−624,988−30.0%	Reduced	History
SEDGSolaredge Technologies, Inc.	COM	115,558	$32.7M	1.5%	+115,558	New	History
NFENew Fortress Energy Inc.	COM CL A	757,571	$32.1M	1.4%	+757,571	New	History
MBLYMobileye Global Inc.	Stock	852,562	$29.9M	1.3%	+852,562	New	History
Zimmer Energy Transition Acq989570106	COM CL A	3,000,000	$29.9M	1.3%	00.0%	Unchanged	–
CWENClearway Energy, Inc.	CL C	846,571	$27.0M	1.2%	−14,593−1.7%	Reduced	History
TSLATesla, Inc.	Stock	217,743	$26.8M	1.2%	+217,743	New	History
BOACBluescape Opportunities Acquisition Corp.	SHS	2,511,945	$24.7M	1.1%	00.0%	Unchanged	History
EXEExpand Energy Corp	COM	244,705	$23.1M	1.0%	−6,005−2.4%	Reduced	History
CSXCSX Corp	Stock	742,524	$23.0M	1.0%	+742,524	New	History
ACMAecom	COM	253,945	$21.6M	1.0%	−232,643−47.8%	Reduced	History
Chindata Group Hldgs Ltd16955F107	ADS	2,375,925	$18.9M	0.8%	00.0%	Unchanged	–
State Street Utilities Select Sector SPDR ETF81369Y886	ETF	224,544	$15.8M	0.7%	+224,544	New	–
TELLTellurian Inc.	COM	8,422,537	$14.1M	0.6%	+5,945,549+240.0%	Added	History
OPALOPAL Fuels Inc.	CLASS A COM	1,800,000	$13.1M	0.6%	00.0%	Unchanged	History
GDSGDS Holdings Ltd	SPONSORED ADS	538,049	$11.1M	0.5%	+538,049	New	History
EOSEEos Energy Enterprises, Inc.	COM CL A	3,176,994	$4.70M	0.2%	00.0%	Unchanged	History
iShares Tr464287184	CHINA LG-CAP ETF	28,581	$809.0K	<0.1%	+28,581	New	–
Zimmer Energy Transition Acq989570114	*W EXP 06/16/202	1,000,000	$222.1K	<0.1%	00.0%	Unchanged	–
Bluescape Opportunities AcquG1195N113	*W EXP 10/28/202	1,259,434	$188.5K	<0.1%	00.0%	Unchanged	–
SESCWSES AI Corp	*W EXP 12/10/202	244,027	$121.9K	<0.1%	00.0%	Unchanged	History
Benson Hill, Inc.082490111	*W EXP 99/99/999	313,706	$90.2K	<0.1%	00.0%	Unchanged	–
Wallbox N.V.N94209116	*W EXP 99/99/999	25,000	$11.7K	<0.1%	00.0%	Unchanged	–
Bird Global, Inc.09077J115	*W EXP 01/07/202	242,247	$5.08K	<0.1%	00.0%	Unchanged	–

Options (3)

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 Q4 2022
Security	Class	Puts	Calls
SPYSPDR S&P 500 ETF Trust	ETF	$158.7M	–
FLEXFlex Ltd.	Stock	–	$27.5M
JBHTHunt J B Transport Services Inc	COM	$19.0M	–

Sold out since Q3 2022 (17)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Electron Capital Partners, LLC sold out since Q3 2022
Security	Class	Shares in Q3 2022	Value in Q3 2022	% of portfolio in Q3 2022	History
MDUMdu Resources Group Inc	Stock	2,041,478	$55.8M	2.7%	History
EXCExelon Corp	Stock	1,467,396	$55.0M	2.6%	History
iShares Tr464287432	20 YR TR BD ETF	460,239	$47.2M	2.3%	–
GMGeneral Motors Co	COM	949,620	$30.5M	1.5%	History
WTRGEssential Utilities, Inc.	COM	708,649	$29.3M	1.4%	History
XPOXPO, Inc.	COM	630,781	$28.1M	1.3%	History
EQTEQT Corp	Stock	682,948	$27.8M	1.3%	History
Sunpower Corp867652406	COM	347,649	$8.01M	0.4%	–
LFGArchaea Energy Inc.	COM CL A	401,940	$7.24M	0.3%	History
GWHESS Tech, Inc.	CL SHS	1,093,561	$4.47M	0.2%	History
MARAMARA Holdings, Inc.	COM	394,564	$4.23M	0.2%	History
Broadscale Acquisition Corp11134Y101	COM CL A	292,052	$2.88M	0.1%	–
ENPHEnphase Energy, Inc.	Stock	7,717	$2.14M	0.1%	History
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-Sabesp	SPONSORED ADR	138,063	$1.26M	0.1%	History
CIGEnergy Co of Minas Gerais	SP ADR N-V PFD	253,485	$512.0K	<0.1%	History
Broadscale Acquisition Corp11134Y119	*W EXP 02/02/202	73,012	$5.00K	<0.1%	–
Fast Radius, Inc.31187R118	EQUITY WRT	121,687	$4.00K	<0.1%	–