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Livermore
Livermore
ZHEN

Electron Capital Partners, LLC

SEC CIK
0001586986
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
36
−1 vs. Q1 2025
Portfolio value
$1.87B
+$472.7M (+33.9%) vs. Q1 2025
Filed
Aug 14, 2025
SEC
Holdings of Electron Capital Partners, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
CEGConstellation Energy CorpStock612,409$197.7M10.6%−81,574−11.8%ReducedHistory
JCIJohnson Controls International plcStock1,353,241$142.9M7.6%+572,258+73.3%AddedHistory
MMM3M CoStock875,888$133.3M7.1%−98,999−10.2%ReducedHistory
APDAir Products & Chemicals, Inc.Stock469,679$132.5M7.1%+158,011+50.7%AddedHistory
MTZMastec IncCOM747,333$127.4M6.8%+14,504+2.0%AddedHistory
XELXcel Energy IncStock1,728,063$117.7M6.3%−193,573−10.1%ReducedHistory
NEENextera Energy IncStock1,622,818$112.7M6.0%+728,036+81.4%AddedHistory
GEVGE Vernova Inc.Stock191,267$101.2M5.4%−70,698−27.0%ReducedHistory
PWRQuanta Services, Inc.COM231,363$87.5M4.7%−18,444−7.4%ReducedHistory
ENVXEnovix CorpCOM7,066,293$73.1M3.9%+353,530+5.3%AddedHistory
PPLPPL CorpCOM2,141,754$72.6M3.9%+1,108,250+107.2%AddedHistory
BABoeing CoStock342,823$71.8M3.8%+293,451+594.4%AddedHistory
EXCExelon CorpStock1,567,565$68.1M3.6%−977,449−38.4%ReducedHistory
ZBRAZebra Technologies CorpCL A196,298$60.5M3.2%+196,298NewHistory
ULSUL Solutions Inc.CLASS A COM SHS625,281$45.6M2.4%+625,281NewHistory
CGNXCognex CorpCOM1,337,608$42.4M2.3%+991,567+286.5%AddedHistory
ETREntergy CorpCOM489,476$40.7M2.2%−147,713−23.2%ReducedHistory
EOSEEos Energy Enterprises, Inc.COM CL A6,979,422$35.7M1.9%+1,989,144+39.9%AddedHistory
EIXEdison InternationalStock644,573$33.3M1.8%+210,056+48.3%AddedHistory
NRGNRG Energy, Inc.Stock188,016$30.2M1.6%+188,016NewHistory
CECelanese CorpStock525,240$29.1M1.6%+525,240NewHistory
PCGPG&E CorpStock1,918,031$26.7M1.4%−182,515−8.7%ReducedHistory
ARRYArray Technologies, Inc.COM SHS3,753,862$22.1M1.2%+3,511+0.1%AddedHistory
SEDGSolaredge Technologies, Inc.COM833,764$17.0M0.9%+833,764NewHistory
HTZHertz Global Holdings, IncCOM NEW1,804,433$12.3M0.7%+1,804,433NewHistory
SHLSShoals Technologies Group, Inc.CL A1,976,633$8.40M0.4%+1,867,795+1,716.1%AddedHistory
CANGCango Inc.ADS1,345,741$6.53M0.3%+6,041+0.5%AddedHistory
SGMLSigma Lithium CorpStock1,067,947$4.81M0.3%+4,557+0.4%AddedHistory
OPALOPAL Fuels Inc.CLASS A COM1,800,000$4.36M0.2%00.0%UnchangedHistory
VRTVertiv Holdings CoCOM CL A28,320$3.64M0.2%−64−0.2%ReducedHistory
GDSGDS Holdings LtdSPONSORED ADS69,444$2.12M0.1%−157−0.2%ReducedHistory
HRIHerc Holdings IncCOM12,028$1.58M0.1%−27−0.2%ReducedHistory
NXTNextpower Inc.Stock26,747$1.45M0.1%−60−0.2%ReducedHistory
HSAIHesai GroupSPONSORED ADS63,767$1.40M0.1%−144−0.2%ReducedHistory
EHEHang Holdings LtdADS35,919$623.6K<0.1%−81−0.2%ReducedHistory
SESCWSES AI Corp*W EXP 12/10/202239,752$25.9K<0.1%00.0%UnchangedHistory

Sold out since Q1 2025 (7)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Electron Capital Partners, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
iShares Tr46428743220 YR TR BD ETF857,600$78.1M5.6%–
LILi Auto Inc.SPONSORED ADS978,500$24.7M1.8%History
GMGeneral Motors CoCOM430,364$20.2M1.4%History
FLNCFluence Energy, Inc.COM CL A566,709$2.75M0.2%History
RUNSunrun Inc.COM72,775$426.5K<0.1%History
STEMStem, Inc.CL A163,390$57.2K<0.1%History
WBXWFWallbox N.V.*W EXP 99/99/99924,557$822<0.1%History