Electron Capital Partners, LLC
- SEC CIK
- 0001586986
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 37
- +1 vs. Q2 2025
- Portfolio value
- $2.21B
- +$338.7M (+18.1%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CEGConstellation Energy Corp | Stock | 583,282 | $191.9M | 8.7% | −29,127−4.8% | Reduced | History |
| MTZMastec Inc | COM | 819,091 | $174.3M | 7.9% | +71,758+9.6% | Added | History |
| NEENextera Energy Inc | Stock | 1,967,208 | $148.5M | 6.7% | +344,390+21.2% | Added | History |
| ETREntergy Corp | COM | 1,539,709 | $143.5M | 6.5% | +1,050,233+214.6% | Added | History |
| XELXcel Energy Inc | Stock | 1,680,811 | $135.6M | 6.1% | −47,252−2.7% | Reduced | History |
| MMM3M Co | Stock | 797,297 | $123.7M | 5.6% | −78,591−9.0% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 194,548 | $119.6M | 5.4% | +3,281+1.7% | Added | History |
| JCIJohnson Controls International plc | Stock | 1,070,106 | $117.7M | 5.3% | −283,135−20.9% | Reduced | History |
| PWRQuanta Services, Inc. | COM | 238,728 | $98.9M | 4.5% | +7,365+3.2% | Added | History |
| PPLPPL Corp | COM | 2,235,659 | $83.1M | 3.8% | +93,905+4.4% | Added | History |
| ENVXEnovix Corp | COM | 8,038,396 | $80.1M | 3.6% | +972,103+13.8% | Added | History |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 6,594,701 | $75.1M | 3.4% | −384,721−5.5% | Reduced | History |
| BABoeing Co | Stock | 344,523 | $74.4M | 3.4% | +1,700+0.5% | Added | History |
| EXCExelon Corp | Stock | 1,636,839 | $73.7M | 3.3% | +69,274+4.4% | Added | History |
| SEDGSolaredge Technologies, Inc. | COM | 1,732,566 | $64.1M | 2.9% | +898,802+107.8% | Added | History |
| CGNXCognex Corp | COM | 1,385,942 | $62.8M | 2.8% | +48,334+3.6% | Added | History |
| UALUnited Airlines Holdings, Inc. | COM | 588,989 | $56.8M | 2.6% | +588,989 | New | History |
| ULSUL Solutions Inc. | CLASS A COM SHS | 786,323 | $55.7M | 2.5% | +161,042+25.8% | Added | History |
| NXTNextpower Inc. | Stock | 566,415 | $41.9M | 1.9% | +539,668+2,017.7% | Added | History |
| ZBRAZebra Technologies Corp | CL A | 140,701 | $41.8M | 1.9% | −55,597−28.3% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 139,324 | $38.0M | 1.7% | −330,355−70.3% | Reduced | History |
| EIXEdison International | Stock | 669,296 | $37.0M | 1.7% | +24,723+3.8% | Added | History |
| BWABorgwarner Inc | COM | 723,835 | $31.8M | 1.4% | +723,835 | New | History |
| ARRYArray Technologies, Inc. | COM SHS | 3,783,147 | $30.8M | 1.4% | +29,285+0.8% | Added | History |
| PCGPG&E Corp | Stock | 1,990,264 | $30.0M | 1.4% | +72,233+3.8% | Added | History |
| CECelanese Corp | Stock | 564,662 | $23.8M | 1.1% | +39,422+7.5% | Added | History |
| MBLYMobileye Global Inc. | Stock | 1,278,362 | $18.1M | 0.8% | +1,278,362 | New | History |
| PLUGPlug Power Inc | Stock | 4,576,398 | $10.7M | 0.5% | +4,576,398 | New | History |
| SGMLSigma Lithium Corp | Stock | 1,112,845 | $7.13M | 0.3% | +44,898+4.2% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 28,254 | $4.26M | 0.2% | −66−0.2% | Reduced | History |
| OPALOPAL Fuels Inc. | CLASS A COM | 1,800,000 | $3.96M | 0.2% | 00.0% | Unchanged | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 69,282 | $2.68M | 0.1% | −162−0.2% | Reduced | History |
| SHLSShoals Technologies Group, Inc. | CL A | 317,691 | $2.35M | 0.1% | −1,658,942−83.9% | Reduced | History |
| HSAIHesai Group | SPONSORED ADS | 63,618 | $1.79M | 0.1% | −149−0.2% | Reduced | History |
| WRDWeRide Inc. | ADR | 140,373 | $1.39M | 0.1% | +140,373 | New | History |
| EHEHang Holdings Ltd | ADS | 35,835 | $665.5K | <0.1% | −84−0.2% | Reduced | History |
| SESCWSES AI Corp | *W EXP 12/10/202 | 239,752 | $41.8K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (4)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| NRGNRG Energy, Inc. | Stock | 188,016 | $30.2M | 1.6% | History |
| HTZHertz Global Holdings, Inc | COM NEW | 1,804,433 | $12.3M | 0.7% | History |
| CANGCango Inc. | ADS | 1,345,741 | $6.53M | 0.3% | History |
| HRIHerc Holdings Inc | COM | 12,028 | $1.58M | 0.1% | History |