Electron Capital Partners, LLC
- SEC CIK
- 0001586986
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 15, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 47
- +1 vs. Q1 2024
- Portfolio value
- $1.94B
- −$336.5M (−14.8%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CEGConstellation Energy Corp | Stock | 1,041,594 | $208.6M | 10.7% | −9,315−0.9% | Reduced | History |
| MTZMastec Inc | COM | 1,432,335 | $153.2M | 7.9% | −287,741−16.7% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 1,695,323 | $146.8M | 7.5% | −637,680−27.3% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 755,319 | $129.5M | 6.7% | +658,019+676.3% | Added | History |
| VSTVistra Corp. | Stock | 1,262,590 | $108.6M | 5.6% | −278,570−18.1% | Reduced | History |
| PWRQuanta Services, Inc. | COM | 412,371 | $104.8M | 5.4% | −117,252−22.1% | Reduced | History |
| ENVXEnovix Corp | COM | 5,802,362 | $89.7M | 4.6% | +183,761+3.3% | Added | History |
| EIXEdison International | Stock | 1,183,713 | $85.0M | 4.4% | +50,560+4.5% | Added | History |
| MMM3M Co | Stock | 750,877 | $76.7M | 3.9% | +750,877 | New | History |
| PCGPG&E Corp | Stock | 4,306,007 | $75.2M | 3.9% | +183,285+4.4% | Added | History |
| PPLPPL Corp | COM | 2,622,142 | $72.5M | 3.7% | +108,335+4.3% | Added | History |
| AESAES Corp | Stock | 3,784,504 | $66.5M | 3.4% | −2,100,121−35.7% | Reduced | History |
| ETREntergy Corp | COM | 581,860 | $62.3M | 3.2% | +246,612+73.6% | Added | History |
| NEENextera Energy Inc | Stock | 868,058 | $61.5M | 3.2% | +868,058 | New | History |
| GEGeneral Electric Co | Stock | 329,231 | $52.3M | 2.7% | −1,039,737−76.0% | Reduced | History |
| HRIHerc Holdings Inc | COM | 374,120 | $49.9M | 2.6% | −93,011−19.9% | Reduced | History |
| CRHCRH Public Ltd Co | ORD | 446,524 | $33.5M | 1.7% | −1,288,372−74.3% | Reduced | History |
| ARRYArray Technologies, Inc. | COM SHS | 3,152,944 | $32.3M | 1.7% | −341,438−9.8% | Reduced | History |
| EMNEastman Chemical Co | Stock | 317,451 | $31.1M | 1.6% | +317,451 | New | History |
| UBERUber Technologies, Inc | Stock | 423,014 | $30.7M | 1.6% | −383,483−47.5% | Reduced | History |
| JCIJohnson Controls International plc | Stock | 447,065 | $29.7M | 1.5% | −342,955−43.4% | Reduced | History |
| FLNCFluence Energy, Inc. | COM CL A | 1,694,296 | $29.4M | 1.5% | +33,474+2.0% | Added | History |
| DLRDigital Realty Trust, Inc. | COM | 192,781 | $29.3M | 1.5% | −131,997−40.6% | Reduced | History |
| APTVAptiv PLC | SHS | 345,613 | $24.3M | 1.3% | +345,613 | New | History |
| EQIXEquinix Inc | COM | 31,990 | $24.2M | 1.2% | −23,929−42.8% | Reduced | History |
| NFENew Fortress Energy Inc. | COM CL A | 1,083,762 | $23.8M | 1.2% | +43,099+4.1% | Added | History |
| SGMLSigma Lithium Corp | Stock | 1,803,506 | $21.7M | 1.1% | +26,658+1.5% | Added | History |
| BEBloom Energy Corp | COM CL A | 1,389,194 | $17.0M | 0.9% | +26,983+2.0% | Added | History |
| NOVASunnova Energy International Inc. | COM | 3,004,938 | $16.8M | 0.9% | +591,514+24.5% | Added | History |
| NXTNextpower Inc. | Stock | 324,024 | $15.2M | 0.8% | −4,766−1.4% | Reduced | History |
| ENPHEnphase Energy, Inc. | Stock | 137,055 | $13.7M | 0.7% | +31,496+29.8% | Added | History |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 7,669,757 | $9.74M | 0.5% | +618,173+8.8% | Added | History |
| OPALOPAL Fuels Inc. | CLASS A COM | 1,800,000 | $7.36M | 0.4% | 00.0% | Unchanged | History |
| AXIAYAXIA Energia S.A. | SPONSORED ADR | 306,400 | $1.97M | 0.1% | +306,400 | New | History |
| CTRICenturi Holdings, Inc. | COM SHS | 92,590 | $1.80M | 0.1% | +92,590 | New | History |
| ETNEaton Corp plc | Stock | 5,276 | $1.65M | 0.1% | −9−0.2% | Reduced | History |
| EMREmerson Electric Co | Stock | 14,223 | $1.57M | 0.1% | −26−0.2% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 5,437 | $1.50M | 0.1% | −65,120−92.3% | Reduced | History |
| NVTnVent Electric plc | SHS | 14,986 | $1.15M | 0.1% | +14,986 | New | History |
| RUNSunrun Inc. | COM | 56,301 | $667.7K | <0.1% | −35,433−38.6% | Reduced | History |
| SHLSShoals Technologies Group, Inc. | CL A | 77,553 | $483.9K | <0.1% | −1,595,938−95.4% | Reduced | History |
| STEMStem, Inc. | CL A | 125,180 | $138.9K | <0.1% | +1,926+1.6% | Added | History |
| XPEVXpeng Inc. | ADS | 17,706 | $129.8K | <0.1% | +272+1.6% | Added | History |
| NIONIO Inc. | ADR | 28,932 | $120.4K | <0.1% | +445+1.6% | Added | History |
| Maxeon Solar Technologies LTY58473102 | SHS | 121,419 | $103.6K | <0.1% | +1,868+1.6% | Added | – |
| SESCWSES AI Corp | *W EXP 12/10/202 | 239,752 | $11.2K | <0.1% | 00.0% | Unchanged | History |
| WBXWFWallbox N.V. | *W EXP 99/99/999 | 24,557 | $2.82K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2024 (6)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| ESEversource Energy | Stock | 941,653 | $56.3M | 2.5% | History |
| GTGoodyear Tire & Rubber Co | COM | 2,146,148 | $29.5M | 1.3% | History |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 489,738 | $22.2M | 1.0% | – |
| STLAStellantis N.V. | SHS | 566,066 | $16.0M | 0.7% | History |
| CXCemex SAB de CV | SPON ADR NEW | 1,546,600 | $13.9M | 0.6% | History |
| FSLRFirst Solar, Inc. | Stock | 9,348 | $1.58M | 0.1% | History |