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Livermore
Livermore
ZHEN

Electron Capital Partners, LLC

SEC CIK
0001586986
Latest filing
Aug 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 19, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
40
+3 vs. Q3 2025
Portfolio value
$2.15B
−$54.2M (−2.5%) vs. Q3 2025
Filed
Feb 19, 2026
AmendedSEC
Holdings of Electron Capital Partners, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
CEGConstellation Energy CorpStock580,265$205.0M9.5%−3,017−0.5%ReducedHistory
MTZMastec IncCOM804,303$174.8M8.1%−14,788−1.8%ReducedHistory
XELXcel Energy IncStock1,936,695$143.0M6.6%+255,884+15.2%AddedHistory
NEENextera Energy IncStock1,767,427$141.9M6.6%−199,781−10.2%ReducedHistory
JCIJohnson Controls International plcStock1,139,591$136.5M6.3%+69,485+6.5%AddedHistory
ETREntergy CorpCOM1,440,084$133.1M6.2%−99,625−6.5%ReducedHistory
MMM3M CoStock801,662$128.3M6.0%+4,365+0.5%AddedHistory
COHRCoherent Corp.COM500,145$92.3M4.3%+500,145NewHistory
PWRQuanta Services, Inc.COM179,642$75.8M3.5%−59,086−24.8%ReducedHistory
EXCExelon CorpStock1,645,168$71.7M3.3%+8,329+0.5%AddedHistory
EOSEEos Energy Enterprises, Inc.COM CL A6,121,896$70.2M3.3%−472,805−7.2%ReducedHistory
ULSUL Solutions Inc.CLASS A COM SHS855,439$67.5M3.1%+69,116+8.8%AddedHistory
FEFirstenergy CorpCOM1,472,177$65.9M3.1%+1,472,177NewHistory
WMBWilliams Companies, Inc.COM1,085,885$65.3M3.0%+1,085,885NewHistory
FLEXFlex Ltd.Stock948,159$57.3M2.7%+948,159NewHistory
NXTNextpower Inc.Stock631,726$55.0M2.6%+65,311+11.5%AddedHistory
SEDGSolaredge Technologies, Inc.COM1,623,822$46.8M2.2%−108,744−6.3%ReducedHistory
ENVXEnovix CorpCOM6,054,051$44.3M2.1%−1,984,345−24.7%ReducedHistory
UALUnited Airlines Holdings, Inc.COM391,337$43.8M2.0%−197,652−33.6%ReducedHistory
CATCaterpillar IncStock74,761$42.8M2.0%+74,761NewHistory
BABoeing CoStock181,481$39.4M1.8%−163,042−47.3%ReducedHistory
CVNACarvana Co.CL A90,864$38.3M1.8%+90,864NewHistory
PCGPG&E CorpStock2,367,959$38.1M1.8%+377,695+19.0%AddedHistory
KEYSKeysight Technologies, Inc.Stock161,004$32.7M1.5%+161,004NewHistory
CGNXCognex CorpCOM852,984$30.7M1.4%−532,958−38.5%ReducedHistory
ARRYArray Technologies, Inc.COM SHS2,640,417$24.3M1.1%−1,142,730−30.2%ReducedHistory
TET1 Energy Inc.COM NEW3,500,021$23.4M1.1%+3,500,021NewHistory
EIXEdison InternationalStock344,603$20.7M1.0%−324,693−48.5%ReducedHistory
SGMLSigma Lithium CorpStock1,112,845$14.7M0.7%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock15,859$10.4M0.5%−178,689−91.8%ReducedHistory
VRTVertiv Holdings CoCOM CL A26,789$4.34M0.2%−1,465−5.2%ReducedHistory
OPALOPAL Fuels Inc.CLASS A COM1,800,000$4.24M0.2%00.0%UnchangedHistory
GDSGDS Holdings LtdSPONSORED ADS105,448$3.68M0.2%+36,166+52.2%AddedHistory
SHLSShoals Technologies Group, Inc.CL A301,216$2.56M0.1%−16,475−5.2%ReducedHistory
HSAIHesai GroupSPONSORED ADS60,319$1.35M0.1%−3,299−5.2%ReducedHistory
WRDWeRide Inc.ADR133,094$1.16M0.1%−7,279−5.2%ReducedHistory
FTCIFTC Solar, Inc.COM NEW89,724$978.9K<0.1%+89,724NewHistory
PONYPony AI Inc.SPONSORED ADS50,076$726.1K<0.1%+50,076NewHistory
EHEHang Holdings LtdADS33,977$447.8K<0.1%−1,858−5.2%ReducedHistory
SESCWSES AI Corp*W EXP 12/10/202239,752$40.8K<0.1%00.0%UnchangedHistory

Sold out since Q3 2025 (7)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Electron Capital Partners, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
PPLPPL CorpCOM2,235,659$83.1M3.8%History
ZBRAZebra Technologies CorpCL A140,701$41.8M1.9%History
APDAir Products & Chemicals, Inc.Stock139,324$38.0M1.7%History
BWABorgwarner IncCOM723,835$31.8M1.4%History
CECelanese CorpStock564,662$23.8M1.1%History
MBLYMobileye Global Inc.Stock1,278,362$18.1M0.8%History
PLUGPlug Power IncStock4,576,398$10.7M0.5%History