Electron Capital Partners, LLC
- SEC CIK
- 0001586986
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 40
- −5 vs. Q3 2024
- Portfolio value
- $1.73B
- −$346.4M (−16.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GEVGE Vernova Inc. | Stock | 544,671 | $179.2M | 10.3% | −276,165−33.6% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 782,155 | $175.0M | 10.1% | −102,478−11.6% | Reduced | History |
| MTZMastec Inc | COM | 1,036,909 | $141.2M | 8.2% | −229,660−18.1% | Reduced | History |
| MMM3M Co | Stock | 1,039,113 | $134.1M | 7.7% | +30,861+3.1% | Added | History |
| PWRQuanta Services, Inc. | COM | 351,634 | $111.1M | 6.4% | −4,849−1.4% | Reduced | History |
| PCGPG&E Corp | Stock | 4,659,729 | $94.0M | 5.4% | +106,809+2.3% | Added | History |
| EIXEdison International | Stock | 1,128,847 | $90.1M | 5.2% | +186,516+19.8% | Added | History |
| ETREntergy Corp | COM | 1,019,310 | $77.3M | 4.5% | −194,696−16.0% | ReducedConverted for a 2-for-1 split | History |
| PPLPPL Corp | COM | 2,336,630 | $75.8M | 4.4% | −435,622−15.7% | Reduced | History |
| XELXcel Energy Inc | Stock | 992,120 | $67.0M | 3.9% | +182,758+22.6% | Added | History |
| HRIHerc Holdings Inc | COM | 340,949 | $64.6M | 3.7% | +1,402+0.4% | Added | History |
| NEENextera Energy Inc | Stock | 875,530 | $62.8M | 3.6% | −27,094−3.0% | Reduced | History |
| ENVXEnovix Corp | COM | 5,658,734 | $61.5M | 3.6% | +29,109+0.5% | Added | History |
| JCIJohnson Controls International plc | Stock | 752,425 | $59.4M | 3.4% | −24,148−3.1% | Reduced | History |
| UALUnited Airlines Holdings, Inc. | COM | 555,075 | $53.9M | 3.1% | +555,075 | New | History |
| CARRCarrier Global Corp | Stock | 736,019 | $50.2M | 2.9% | +175,255+31.3% | Added | History |
| BABoeing Co | Stock | 211,798 | $37.5M | 2.2% | +211,798 | New | History |
| EMNEastman Chemical Co | Stock | 306,286 | $28.0M | 1.6% | −9,324−3.0% | Reduced | History |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 5,722,916 | $27.8M | 1.6% | −2,237,222−28.1% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 88,688 | $25.7M | 1.5% | +88,688 | New | History |
| FLNCFluence Energy, Inc. | COM CL A | 1,270,787 | $20.2M | 1.2% | −13,838−1.1% | Reduced | History |
| ARRYArray Technologies, Inc. | COM SHS | 2,586,904 | $15.6M | 0.9% | +697,112+36.9% | Added | History |
| SGMLSigma Lithium Corp | Stock | 1,240,701 | $13.9M | 0.8% | −180,105−12.7% | Reduced | History |
| TSLATesla, Inc. | Stock | 34,091 | $13.8M | 0.8% | +34,091 | New | History |
| XUnited States Steel Corp | COM | 363,714 | $12.4M | 0.7% | +363,714 | New | History |
| NOVASunnova Energy International Inc. | COM | 3,447,218 | $11.8M | 0.7% | +35,233+1.0% | Added | History |
| ENPHEnphase Energy, Inc. | Stock | 102,600 | $7.05M | 0.4% | −387,621−79.1% | Reduced | History |
| OPALOPAL Fuels Inc. | CLASS A COM | 1,800,000 | $6.10M | 0.4% | 00.0% | Unchanged | History |
| CANGCango Inc. | ADS | 1,339,700 | $5.89M | 0.3% | +1,339,700 | New | History |
| VRTVertiv Holdings Co | COM CL A | 21,175 | $2.41M | 0.1% | −220,640−91.2% | Reduced | History |
| EMREmerson Electric Co | Stock | 14,892 | $1.85M | 0.1% | +505+3.5% | Added | History |
| ETNEaton Corp plc | Stock | 5,525 | $1.83M | 0.1% | +188+3.5% | Added | History |
| NXTNextpower Inc. | Stock | 27,490 | $1.00M | 0.1% | +8,742+46.6% | Added | History |
| RUNSunrun Inc. | COM | 74,058 | $685.0K | <0.1% | +17,108+30.0% | Added | History |
| SHLSShoals Technologies Group, Inc. | CL A | 90,460 | $500.2K | <0.1% | +12,013+15.3% | Added | History |
| EHEHang Holdings Ltd | ADS | 26,866 | $423.0K | <0.1% | +26,866 | New | History |
| FSLRFirst Solar, Inc. | Stock | 1,381 | $243.4K | <0.1% | −4,258−75.5% | Reduced | History |
| STEMStem, Inc. | CL A | 131,077 | $79.0K | <0.1% | +4,453+3.5% | Added | History |
| SESCWSES AI Corp | *W EXP 12/10/202 | 239,752 | $50.9K | <0.1% | 00.0% | Unchanged | History |
| Wallbox N.V.N94209116 | *W EXP 99/99/999 | 24,557 | $768 | <0.1% | 00.0% | Unchanged | – |
Options (1)
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 | $190.5M | – |
Sold out since Q3 2024 (12)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 849,000 | $115.0M | 5.5% | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 140,000 | $80.3M | 3.9% | History |
| AESAES Corp | Stock | 1,690,391 | $33.9M | 1.6% | History |
| UBERUber Technologies, Inc | Stock | 442,843 | $33.3M | 1.6% | History |
| LILi Auto Inc. | SPONSORED ADS | 621,875 | $16.0M | 0.8% | History |
| APTVAptiv PLC | SHS | 203,211 | $14.6M | 0.7% | History |
| BEBloom Energy Corp | COM CL A | 1,256,114 | $13.3M | 0.6% | History |
| AXIAYAXIA Energia S.A. | SPONSORED ADR | 257,171 | $1.86M | 0.1% | History |
| NVTnVent Electric plc | SHS | 15,160 | $1.07M | 0.1% | History |
| XPEVXpeng Inc. | ADS | 17,911 | $218.2K | <0.1% | History |
| NIONIO Inc. | ADR | 29,266 | $195.5K | <0.1% | History |
| Maxeon Solar Technologies LTY58473102 | SHS | 122,820 | $11.9K | <0.1% | – |