Electron Capital Partners, LLC
- SEC CIK
- 0001586986
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 45
- −2 vs. Q2 2024
- Portfolio value
- $2.08B
- +$134.2M (+6.9%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CEGConstellation Energy Corp | Stock | 884,633 | $230.0M | 11.1% | −156,961−15.1% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 820,836 | $209.3M | 10.1% | +65,517+8.7% | Added | History |
| MTZMastec Inc | COM | 1,266,569 | $155.9M | 7.5% | −165,766−11.6% | Reduced | History |
| MMM3M Co | Stock | 1,008,252 | $137.8M | 6.6% | +257,375+34.3% | Added | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 849,000 | $115.0M | 5.5% | +849,000 | New | – |
| PWRQuanta Services, Inc. | COM | 356,483 | $106.3M | 5.1% | −55,888−13.6% | Reduced | History |
| PPLPPL Corp | COM | 2,772,252 | $91.7M | 4.4% | +150,110+5.7% | Added | History |
| PCGPG&E Corp | Stock | 4,552,920 | $90.0M | 4.3% | +246,913+5.7% | Added | History |
| EIXEdison International | Stock | 942,331 | $82.1M | 3.9% | −241,382−20.4% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 140,000 | $80.3M | 3.9% | +140,000 | New | History |
| ETREntergy Corp | COM | 607,003 | $79.9M | 3.8% | +25,143+4.3% | Added | History |
| NEENextera Energy Inc | Stock | 902,624 | $76.3M | 3.7% | +34,566+4.0% | Added | History |
| JCIJohnson Controls International plc | Stock | 776,573 | $60.3M | 2.9% | +329,508+73.7% | Added | History |
| ENPHEnphase Energy, Inc. | Stock | 490,221 | $55.4M | 2.7% | +353,166+257.7% | Added | History |
| HRIHerc Holdings Inc | COM | 339,547 | $54.1M | 2.6% | −34,573−9.2% | Reduced | History |
| XELXcel Energy Inc | Stock | 809,362 | $52.9M | 2.5% | +809,362 | New | History |
| ENVXEnovix Corp | COM | 5,629,625 | $52.6M | 2.5% | −172,737−3.0% | Reduced | History |
| CARRCarrier Global Corp | Stock | 560,764 | $45.1M | 2.2% | +560,764 | New | History |
| EMNEastman Chemical Co | Stock | 315,610 | $35.3M | 1.7% | −1,841−0.6% | Reduced | History |
| AESAES Corp | Stock | 1,690,391 | $33.9M | 1.6% | −2,094,113−55.3% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 442,843 | $33.3M | 1.6% | +19,829+4.7% | Added | History |
| NOVASunnova Energy International Inc. | COM | 3,411,985 | $33.2M | 1.6% | +407,047+13.5% | Added | History |
| FLNCFluence Energy, Inc. | COM CL A | 1,284,625 | $29.2M | 1.4% | −409,671−24.2% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 241,815 | $24.1M | 1.2% | −1,453,508−85.7% | Reduced | History |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 7,960,138 | $23.6M | 1.1% | +290,381+3.8% | Added | History |
| SGMLSigma Lithium Corp | Stock | 1,420,806 | $17.6M | 0.8% | −382,700−21.2% | Reduced | History |
| LILi Auto Inc. | SPONSORED ADS | 621,875 | $16.0M | 0.8% | +621,875 | New | History |
| APTVAptiv PLC | SHS | 203,211 | $14.6M | 0.7% | −142,402−41.2% | Reduced | History |
| BEBloom Energy Corp | COM CL A | 1,256,114 | $13.3M | 0.6% | −133,080−9.6% | Reduced | History |
| ARRYArray Technologies, Inc. | COM SHS | 1,889,792 | $12.5M | 0.6% | −1,263,152−40.1% | Reduced | History |
| OPALOPAL Fuels Inc. | CLASS A COM | 1,800,000 | $6.57M | 0.3% | 00.0% | Unchanged | History |
| AXIAYAXIA Energia S.A. | SPONSORED ADR | 257,171 | $1.86M | 0.1% | −49,229−16.1% | Reduced | History |
| ETNEaton Corp plc | Stock | 5,337 | $1.77M | 0.1% | +61+1.2% | Added | History |
| EMREmerson Electric Co | Stock | 14,387 | $1.57M | 0.1% | +164+1.2% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 5,639 | $1.41M | 0.1% | +5,639 | New | History |
| NVTnVent Electric plc | SHS | 15,160 | $1.07M | 0.1% | +174+1.2% | Added | History |
| RUNSunrun Inc. | COM | 56,950 | $1.03M | <0.1% | +649+1.2% | Added | History |
| NXTNextpower Inc. | Stock | 18,748 | $702.7K | <0.1% | −305,276−94.2% | Reduced | History |
| SHLSShoals Technologies Group, Inc. | CL A | 78,447 | $440.1K | <0.1% | +894+1.2% | Added | History |
| XPEVXpeng Inc. | ADS | 17,911 | $218.2K | <0.1% | +205+1.2% | Added | History |
| NIONIO Inc. | ADR | 29,266 | $195.5K | <0.1% | +334+1.2% | Added | History |
| STEMStem, Inc. | CL A | 126,624 | $44.1K | <0.1% | +1,444+1.2% | Added | History |
| Maxeon Solar Technologies LTY58473102 | SHS | 122,820 | $11.9K | <0.1% | +1,401+1.2% | Added | – |
| SESCWSES AI Corp | *W EXP 12/10/202 | 239,752 | $9.49K | <0.1% | 00.0% | Unchanged | History |
| Wallbox N.V.N94209116 | *W EXP 99/99/999 | 24,557 | $2.09K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q2 2024 (8)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| VSTVistra Corp. | Stock | 1,262,590 | $108.6M | 5.6% | History |
| GEGeneral Electric Co | Stock | 329,231 | $52.3M | 2.7% | History |
| CRHCRH Public Ltd Co | ORD | 446,524 | $33.5M | 1.7% | History |
| DLRDigital Realty Trust, Inc. | COM | 192,781 | $29.3M | 1.5% | History |
| EQIXEquinix Inc | COM | 31,990 | $24.2M | 1.2% | History |
| NFENew Fortress Energy Inc. | COM CL A | 1,083,762 | $23.8M | 1.2% | History |
| CTRICenturi Holdings, Inc. | COM SHS | 92,590 | $1.80M | 0.1% | History |
| ROKRockwell Automation, Inc | Stock | 5,437 | $1.50M | 0.1% | History |