Electron Capital Partners, LLC
- SEC CIK
- 0001586986
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 35
- −2 vs. Q1 2023
- Portfolio value
- $1.88B
- +$221.8M (+13.4%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MTZMastec Inc | COM | 1,419,746 | $167.5M | 8.9% | −36,033−2.5% | Reduced | History |
| GEGeneral Electric Co | Stock | 1,422,865 | $156.3M | 8.3% | +19,878+1.4% | Added | History |
| AESAES Corp | Stock | 7,373,345 | $152.8M | 8.1% | −1,098,926−13.0% | Reduced | History |
| PWRQuanta Services, Inc. | COM | 662,368 | $130.1M | 6.9% | −22,798−3.3% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 1,378,024 | $126.2M | 6.7% | −333,186−19.5% | Reduced | History |
| EIXEdison International | Stock | 1,772,999 | $123.1M | 6.5% | +553,742+45.4% | Added | History |
| ARRYArray Technologies, Inc. | COM SHS | 5,390,213 | $121.8M | 6.5% | +1,180,024+28.0% | Added | History |
| PCGPG&E Corp | Stock | 5,115,238 | $88.4M | 4.7% | +1,322,703+34.9% | Added | History |
| DENDenbury Inc | COM | 962,260 | $83.0M | 4.4% | +834,713+654.4% | Added | History |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 1,384,288 | $81.2M | 4.3% | +785,692+131.3% | Added | History |
| NOVASunnova Energy International Inc. | COM | 3,715,586 | $68.0M | 3.6% | +1,320,224+55.1% | Added | History |
| FLNCFluence Energy, Inc. | COM CL A | 2,454,751 | $65.4M | 3.5% | −74,986−3.0% | Reduced | History |
| HRIHerc Holdings Inc | COM | 477,321 | $65.3M | 3.5% | +143,110+42.8% | Added | History |
| NEENextera Energy Inc | Stock | 799,531 | $59.3M | 3.2% | −482,514−37.6% | Reduced | History |
| URIUnited Rentals, Inc. | COM | 123,200 | $54.9M | 2.9% | +123,200 | New | History |
| NXTNextpower Inc. | Stock | 1,307,921 | $52.1M | 2.8% | +709,593+118.6% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 2,060,847 | $51.0M | 2.7% | +2,060,847 | New | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 734,076 | $48.0M | 2.6% | −157,632−17.7% | Reduced | – |
| XPEVXpeng Inc. | ADS | 2,321,283 | $31.2M | 1.7% | +18,806+0.8% | Added | History |
| RUNSunrun Inc. | COM | 1,442,515 | $25.8M | 1.4% | +537,738+59.4% | Added | History |
| BOACBluescape Opportunities Acquisition Corp. | SHS | 2,511,945 | $25.1M | 1.3% | 00.0% | Unchanged | History |
| STEMStem, Inc. | CL A | 3,069,261 | $17.6M | 0.9% | +3,069,261 | New | History |
| ENVXEnovix Corp | COM | 937,063 | $16.9M | 0.9% | −2,653−0.3% | Reduced | History |
| Chindata Group Hldgs Ltd16955F107 | ADS | 2,182,464 | $15.6M | 0.8% | −498,511−18.6% | Reduced | – |
| OPALOPAL Fuels Inc. | CLASS A COM | 1,800,000 | $13.4M | 0.7% | 00.0% | Unchanged | History |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 181,573 | $13.2M | 0.7% | +181,573 | New | History |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 2,597,412 | $11.3M | 0.6% | −579,582−18.2% | Reduced | History |
| NFENew Fortress Energy Inc. | COM CL A | 391,862 | $10.5M | 0.6% | −226−0.1% | Reduced | History |
| FTCIFTC Solar, Inc. | COM | 2,055,947 | $6.62M | 0.4% | +2,055,947 | New | History |
| TPICQTpi Composites, Inc | COM | 56,592 | $586.9K | <0.1% | +56,592 | New | History |
| SESCWSES AI Corp | *W EXP 12/10/202 | 244,027 | $77.3K | <0.1% | 00.0% | Unchanged | History |
| Benson Hill, Inc.082490111 | *W EXP 99/99/999 | 313,706 | $58.9K | <0.1% | 00.0% | Unchanged | – |
| Bluescape Opportunities AcquG1195N113 | *W EXP 10/28/202 | 1,259,434 | $53.1K | <0.1% | 00.0% | Unchanged | – |
| WBXWFWallbox N.V. | *W EXP 99/99/999 | 25,000 | $12.4K | <0.1% | 00.0% | Unchanged | History |
| Bird Global, Inc.09077J115 | *W EXP 01/07/202 | 242,247 | $4.95K | <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.
| Security | Class | Puts | Calls |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $271.9M | – |
| iShares Tr464287432 | 20 YR TR BD ETF | – | $166.9M |
Sold out since Q1 2023 (8)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| DDominion Energy, Inc | Stock | 1,564,713 | $87.5M | 5.3% | History |
| SEDGSolaredge Technologies, Inc. | COM | 100,840 | $30.7M | 1.8% | History |
| Zimmer Energy Transition Acq989570106 | COM CL A | 3,000,000 | $30.4M | 1.8% | – |
| GDSGDS Holdings Ltd | SPONSORED ADS | 1,472,190 | $27.5M | 1.7% | History |
| Freyr BatteryL4135L100 | COM | 1,855,485 | $16.5M | 1.0% | – |
| ALVAutoliv Inc | COM | 131,254 | $12.3M | 0.7% | History |
| TELLTellurian Inc. | COM | 2,217,849 | $2.73M | 0.2% | History |
| Zimmer Energy Transition Acq989570114 | *W EXP 06/16/202 | 1,000,000 | $171.4K | <0.1% | – |