Electron Capital Partners, LLC
- SEC CIK
- 0001586986
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 38
- +3 vs. Q2 2023
- Portfolio value
- $1.97B
- +$86.5M (+4.6%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GEGeneral Electric Co | Stock | 1,239,000 | $137.0M | 7.0% | −183,865−12.9% | Reduced | History |
| ARRYArray Technologies, Inc. | COM SHS | 6,123,768 | $135.9M | 6.9% | +733,555+13.6% | Added | History |
| CEGConstellation Energy Corp | Stock | 1,228,122 | $134.0M | 6.8% | −149,902−10.9% | Reduced | History |
| PWRQuanta Services, Inc. | COM | 681,612 | $127.5M | 6.5% | +19,244+2.9% | Added | History |
| EIXEdison International | Stock | 1,938,981 | $122.7M | 6.2% | +165,982+9.4% | Added | History |
| AESAES Corp | Stock | 8,060,064 | $122.5M | 6.2% | +686,719+9.3% | Added | History |
| MTZMastec Inc | COM | 1,486,335 | $107.0M | 5.4% | +66,589+4.7% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 2,712,946 | $100.9M | 5.1% | +652,099+31.6% | Added | History |
| PCGPG&E Corp | Stock | 6,241,929 | $100.7M | 5.1% | +1,126,691+22.0% | Added | History |
| CRHCRH Public Ltd Co | ORD | 1,624,060 | $88.9M | 4.5% | +1,624,060 | New | History |
| HRIHerc Holdings Inc | COM | 585,029 | $69.6M | 3.5% | +107,708+22.6% | Added | History |
| NOVASunnova Energy International Inc. | COM | 5,308,684 | $55.6M | 2.8% | +1,593,098+42.9% | Added | History |
| UBERUber Technologies, Inc | Stock | 1,186,560 | $54.6M | 2.8% | +1,186,560 | New | History |
| FLNCFluence Energy, Inc. | COM CL A | 2,373,555 | $54.6M | 2.8% | −81,196−3.3% | Reduced | History |
| EMREmerson Electric Co | Stock | 537,901 | $51.9M | 2.6% | +537,901 | New | History |
| GTGoodyear Tire & Rubber Co | COM | 4,105,487 | $51.0M | 2.6% | +4,105,487 | New | History |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 824,715 | $49.2M | 2.5% | +643,142+354.2% | Added | History |
| NXTNextpower Inc. | Stock | 1,198,786 | $48.1M | 2.4% | −109,135−8.3% | Reduced | History |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 1,493,087 | $44.3M | 2.3% | +108,799+7.9% | Added | History |
| NFENew Fortress Energy Inc. | COM CL A | 1,208,505 | $39.6M | 2.0% | +816,643+208.4% | Added | History |
| NIONIO Inc. | ADR | 4,194,439 | $37.9M | 1.9% | +4,194,439 | New | History |
| ENVXEnovix Corp | COM | 2,698,897 | $33.9M | 1.7% | +1,761,834+188.0% | Added | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 522,303 | $30.8M | 1.6% | −211,773−28.8% | Reduced | – |
| RUNSunrun Inc. | COM | 2,212,749 | $27.8M | 1.4% | +770,234+53.4% | Added | History |
| BOACBluescape Opportunities Acquisition Corp. | SHS | 2,511,945 | $25.2M | 1.3% | 00.0% | Unchanged | History |
| PPLPPL Corp | COM | 909,776 | $21.4M | 1.1% | +909,776 | New | History |
| STEMStem, Inc. | CL A | 4,978,739 | $21.1M | 1.1% | +1,909,478+62.2% | Added | History |
| SHLSShoals Technologies Group, Inc. | CL A | 1,058,832 | $19.3M | 1.0% | +1,058,832 | New | History |
| OPALOPAL Fuels Inc. | CLASS A COM | 1,800,000 | $14.8M | 0.7% | 00.0% | Unchanged | History |
| PLUGPlug Power Inc | Stock | 1,775,815 | $13.5M | 0.7% | +1,775,815 | New | History |
| VSTVistra Corp. | Stock | 374,707 | $12.4M | 0.6% | +374,707 | New | History |
| FTCIFTC Solar, Inc. | COM | 4,298,357 | $5.50M | 0.3% | +2,242,410+109.1% | Added | History |
| Chindata Group Hldgs Ltd16955F107 | ADS | 603,511 | $5.01M | 0.3% | −1,578,953−72.3% | Reduced | – |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 2,130,539 | $4.58M | 0.2% | −466,873−18.0% | Reduced | History |
| SESCWSES AI Corp | *W EXP 12/10/202 | 244,027 | $73.8K | <0.1% | 00.0% | Unchanged | History |
| Benson Hill, Inc.082490111 | *W EXP 99/99/999 | 313,706 | $11.4K | <0.1% | 00.0% | Unchanged | – |
| Bluescape Opportunities AcquG1195N113 | *W EXP 10/28/202 | 1,259,434 | $11.3K | <0.1% | 00.0% | Unchanged | – |
| Wallbox N.V.N94209116 | *W EXP 99/99/999 | 25,000 | $11.0K | <0.1% | 00.0% | Unchanged | – |
Options (5)
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 |
|---|---|---|---|
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | – | $126.7M |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | $68.6M | – |
| iShares Russell 2000 ETF464287655 | ETF | $27.0M | – |
| SPYSPDR S&P 500 ETF Trust | ETF | $21.3M | – |
| Invesco QQQ Trust Series I46090E103 | ETF | $16.4M | – |
Sold out since Q2 2023 (6)
Positions held at the end of Q2 2023 that are gone from this filing.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| DENDenbury Inc | COM | 962,260 | $83.0M | 4.4% | History |
| NEENextera Energy Inc | Stock | 799,531 | $59.3M | 3.2% | History |
| URIUnited Rentals, Inc. | COM | 123,200 | $54.9M | 2.9% | History |
| XPEVXpeng Inc. | ADS | 2,321,283 | $31.2M | 1.7% | History |
| TPICQTpi Composites, Inc | COM | 56,592 | $586.9K | <0.1% | History |
| Bird Global, Inc.09077J115 | *W EXP 01/07/202 | 242,247 | $4.95K | <0.1% | – |