Electron Capital Partners, LLC
- SEC CIK
- 0001586986
- 最新申報
- 2026/8/14
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/15 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 56
- 較 2021 年第 2 季 +6
- 總值
- $18.3 億
- 較 2021 年第 2 季 +$2.18 億 (+13.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AESAES Corp | Stock | 9,905,917 | $2.26 億 | 12.4% | +1,183,931+13.6% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 4,060,038 | $1.96 億 | 10.7% | +1,152,363+39.6% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 956,850 | $1.09 億 | 5.9% | +267,078+38.7% | 加碼 | 歷史 |
| PCGPG&E Corp | Stock | 11,101,592 | $1.07 億 | 5.8% | +2,747,454+32.9% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 1,356,426 | $9,846 萬 | 5.4% | +1,356,426 | 新進 | 歷史 |
| ENVXEnovix Corp | COM | 5,167,853 | $9,762 萬 | 5.3% | +5,167,853 | 新進 | 歷史 |
| HRIHerc Holdings Inc | COM | 531,428 | $8,687 萬 | 4.7% | −12,398−2.3% | 減碼 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 992,561 | $7,480 萬 | 4.1% | +87,824+9.7% | 加碼 | 歷史 |
| MTZMastec Inc | COM | 843,562 | $7,278 萬 | 4.0% | +158,850+23.2% | 加碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 140,952 | $5,760 萬 | 3.1% | +45,257+47.3% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 1,090,302 | $5,643 萬 | 3.1% | −207,932−16.0% | 減碼 | 歷史 |
| EIXEdison International | Stock | 937,893 | $5,203 萬 | 2.8% | +237,276+33.9% | 加碼 | 歷史 |
| NOVASunnova Energy International Inc. | COM | 1,473,891 | $4,855 萬 | 2.7% | −309,631−17.4% | 減碼 | 歷史 |
| XPOXPO, Inc. | COM | 503,497 | $4,007 萬 | 2.2% | +179,433+55.4% | 加碼 | 歷史 |
| PLUGPlug Power Inc | Stock | 1,298,051 | $3,315 萬 | 1.8% | +1,298,051 | 新進 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 1,762,025 | $3,263 萬 | 1.8% | +1,762,025 | 新進 | 歷史 |
| CVACovanta Holding Corp | COM | 1,463,458 | $2,945 萬 | 1.6% | −1,270,584−46.5% | 減碼 | 歷史 |
| Zimmer Energy Transition Acq989570106 | COM CL A | 3,000,000 | $2,919 萬 | 1.6% | +3,000,000 | 新進 | – |
| ACMAecom | COM | 452,847 | $2,860 萬 | 1.6% | +98,005+27.6% | 加碼 | 歷史 |
| CXCemex SAB de CV | SPON ADR NEW | 3,914,441 | $2,807 萬 | 1.5% | −1,071,402−21.5% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 495,923 | $2,614 萬 | 1.4% | +495,923 | 新進 | 歷史 |
| CWENClearway Energy, Inc. | CL C | 859,502 | $2,602 萬 | 1.4% | +78,743+10.1% | 加碼 | 歷史 |
| BOACBluescape Opportunities Acquisition Corp. | SHS | 2,511,945 | $2,462 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| ALBAlbemarle Corp | Stock | 111,078 | $2,432 萬 | 1.3% | +111,078 | 新進 | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 1,104,020 | $2,207 萬 | 1.2% | +23,871+2.2% | 加碼 | 歷史 |
| VSTVistra Corp. | Stock | 1,286,538 | $2,200 萬 | 1.2% | +117,924+10.1% | 加碼 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 101,300 | $1,996 萬 | 1.1% | +101,300 | 新進 | – |
| GXOGXO Logistics, Inc. | Stock | 253,180 | $1,986 萬 | 1.1% | +253,180 | 新進 | 歷史 |
| MVSTMicrovast Holdings, Inc. | COM | 2,000,000 | $1,644 萬 | 0.9% | +2,000,000 | 新進 | 歷史 |
| FFAIFaraday Future Intelligent Electric Inc. | COM | 1,500,000 | $1,416 萬 | 0.8% | +1,500,000 | 新進 | 歷史 |
| MPMP Materials Corp. | COM CL A | 428,571 | $1,381 萬 | 0.8% | +428,571 | 新進 | 歷史 |
| Enovix Corp293594115 | *W EXP 11/30/202 | 1,512,498 | $1,304 萬 | 0.7% | +1,512,498 | 新進 | – |
| SWBKSwitchback II Corp | COM CL A | 1,211,235 | $1,206 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| FCELFuelcell Energy Inc | COM | 1,714,621 | $1,147 萬 | 0.6% | +1,714,621 | 新進 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 167,774 | $1,072 萬 | 0.6% | +167,774 | 新進 | – |
| EAFGraftech International Ltd | COM | 1,012,814 | $1,045 萬 | 0.6% | +1,012,814 | 新進 | 歷史 |
| BBBLACKBERRY Ltd | COM | 798,336 | $776.8 萬 | 0.4% | +67,515+9.2% | 加碼 | 歷史 |
| SES AI CorpG4R87P114 | COM CL A | 732,083 | $724.8 萬 | 0.4% | 00.0% | 不變 | – |
| Decarbonization Plus Acqu II242794105 | COM CL A | 681,455 | $672.6 萬 | 0.4% | 00.0% | 不變 | – |
| Ecp Environmental GW Opt Cor26829T100 | COM CL A | 486,753 | $480.9 萬 | 0.3% | 00.0% | 不變 | – |
| SUNLSunlight Financial Holdings Inc. | COMMON STOCK | 747,727 | $397.0 萬 | 0.2% | +747,727 | 新進 | 歷史 |
| Broadscale Acquisition Corp11134Y101 | COM CL A | 292,052 | $284.1 萬 | 0.2% | 00.0% | 不變 | – |
| Bluescape Opportunities AcquG1195N113 | *W EXP 10/28/202 | 1,259,434 | $127.2 萬 | 0.1% | 00.0% | 不變 | – |
| Kensington Capital Acquisiti49006L104 | COM CL A | 100,000 | $100.0 萬 | 0.1% | 00.0% | 不變 | – |
| Zimmer Energy Transition Acq989570114 | *W EXP 06/16/202 | 1,000,000 | $89.0 萬 | <0.1% | +1,000,000 | 新進 | – |
| Benson Hill, Inc.082490111 | *W EXP 99/99/999 | 313,706 | $45.3 萬 | <0.1% | +313,706 | 新進 | – |
| HALHalliburton Co | Stock | 20,684 | $44.7 萬 | <0.1% | +20,684 | 新進 | 歷史 |
| SLBSLB Limited | Stock | 14,606 | $43.2 萬 | <0.1% | +14,606 | 新進 | 歷史 |
| BKRBaker Hughes Co | CL A | 17,123 | $42.3 萬 | <0.1% | +17,123 | 新進 | 歷史 |
| SESCWSES AI Corp | *W EXP 01/08/202 | 244,027 | $35.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Switchback II CorpG8633T107 | *W EXP 01/07/202 | 242,247 | $34.3 萬 | <0.1% | 00.0% | 不變 | – |
| Decarbonization Plus Acqu II242794113 | *W EXP 01/19/202 | 227,151 | $28.1 萬 | <0.1% | 00.0% | 不變 | – |
| BHILBenson Hill, Inc. | COMMON STOCK | 32,928 | $23.5 萬 | <0.1% | +32,928 | 新進 | 歷史 |
| Ecp Environmental GW Opt Cor26829T118 | *W EXP 03/01/202 | 121,687 | $10.0 萬 | <0.1% | 00.0% | 不變 | – |
| Broadscale Acquisition Corp11134Y119 | *W EXP 02/02/202 | 73,012 | $5.50 萬 | <0.1% | 00.0% | 不變 | – |
| Kensington Capital Acquisiti49006L112 | *W EXP 02/23/202 | 25,000 | $2.90 萬 | <0.1% | 00.0% | 不變 | – |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| AESAES Corp | Stock | – | $6,050 萬 |
2021 年第 2 季之後清倉（17 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Rodgers Silicon Valley Aq Co774873103 | COM | 3,024,996 | $6,948 萬 | 4.3% | – |
| FFord Motor Co | Stock | 3,373,848 | $5,014 萬 | 3.1% | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 450,743 | $4,080 萬 | 2.5% | 歷史 |
| TTTrane Technologies plc | SHS | 199,969 | $3,682 萬 | 2.3% | 歷史 |
| ZTAQUZimmer Energy Transition Acquisition Corp. | UNIT 06/16/2026 | 3,000,000 | $3,045 萬 | 1.9% | 歷史 |
| CSXCSX Corp | Stock | 839,484 | $2,693 萬 | 1.7% | 歷史 |
| DENDenbury Inc | COM | 269,487 | $2,069 萬 | 1.3% | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 150,881 | $1,846 萬 | 1.1% | 歷史 |
| AOSSmith A O Corp | COM | 244,781 | $1,764 萬 | 1.1% | 歷史 |
| STEMStem, Inc. | CL A | 445,529 | $1,604 萬 | 1.0% | 歷史 |
| Rodgers Silicon Valley Aq Co774873111 | *W EXP 11/30/202 | 1,512,498 | $1,562 萬 | 1.0% | – |
| CLFCleveland-Cliffs Inc. | COM | 643,252 | $1,387 萬 | 0.9% | 歷史 |
| JCIJohnson Controls International plc | Stock | 198,314 | $1,361 萬 | 0.8% | 歷史 |
| Star Peak Corp II855179107 | COM CL A | 1,254,826 | $1,242 萬 | 0.8% | – |
| FRTAForterra, Inc. | COM | 109,740 | $258.0 萬 | 0.2% | 歷史 |
| Star Peak Corp II855179115 | *W EXP 12/24/202 | 558,085 | $98.2 萬 | 0.1% | – |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 10,000 | $20.4 萬 | <0.1% | 歷史 |