Electron Capital Partners, LLC
- SEC CIK
- 0001586986
- 最新申報
- 2026/8/14
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 43
- 較 2022 年第 1 季 −5
- 總值
- $17.9 億
- 較 2022 年第 1 季 −$4.01 億 (−18.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NEENextera Energy Inc | Stock | 2,646,634 | $2.05 億 | 11.4% | +1,601,351+153.2% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,535,238 | $1.45 億 | 8.1% | −239,360−8.6% | 減碼 | 歷史 |
| AESAES Corp | Stock | 6,517,998 | $1.37 億 | 7.6% | −3,539,435−35.2% | 減碼 | 歷史 |
| EXCExelon Corp | Stock | 2,459,447 | $1.11 億 | 6.2% | −1,711,722−41.0% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 860,403 | $1.08 億 | 6.0% | −16,562−1.9% | 減碼 | 歷史 |
| EIXEdison International | Stock | 1,126,834 | $7,126 萬 | 4.0% | +1,004,908+824.2% | 加碼 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 914,528 | $6,782 萬 | 3.8% | −88,264−8.8% | 減碼 | 歷史 |
| ENVXEnovix Corp | COM | 7,143,691 | $6,365 萬 | 3.6% | +77,138+1.1% | 加碼 | 歷史 |
| RUNSunrun Inc. | COM | 2,716,546 | $6,346 萬 | 3.5% | +2,716,546 | 新進 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 5,372,753 | $5,915 萬 | 3.3% | −801,654−13.0% | 減碼 | 歷史 |
| MDUMdu Resources Group Inc | Stock | 2,190,489 | $5,912 萬 | 3.3% | +2,190,489 | 新進 | 歷史 |
| MTZMastec Inc | COM | 793,862 | $5,689 萬 | 3.2% | −6,683−0.8% | 減碼 | 歷史 |
| NOVASunnova Energy International Inc. | COM | 3,068,668 | $5,656 萬 | 3.2% | +2,217,326+260.5% | 加碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 188,546 | $5,160 萬 | 2.9% | +125,965+201.3% | 加碼 | 歷史 |
| HRIHerc Holdings Inc | COM | 492,536 | $4,440 萬 | 2.5% | −1,690−0.3% | 減碼 | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 931,414 | $4,312 萬 | 2.4% | +931,414 | 新進 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 933,262 | $4,279 萬 | 2.4% | −97,539−9.5% | 減碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 191,015 | $3,729 萬 | 2.1% | +83,243+77.2% | 加碼 | 歷史 |
| ACMAecom | COM | 528,016 | $3,444 萬 | 1.9% | +145,979+38.2% | 加碼 | 歷史 |
| PCGPG&E Corp | Stock | 3,430,729 | $3,424 萬 | 1.9% | −8,630,447−71.6% | 減碼 | 歷史 |
| STEMStem, Inc. | CL A | 4,651,662 | $3,331 萬 | 1.9% | +3,557,187+325.0% | 加碼 | 歷史 |
| EQTEQT Corp | Stock | 871,833 | $2,999 萬 | 1.7% | +871,833 | 新進 | 歷史 |
| Zimmer Energy Transition Acq989570106 | COM CL A | 3,000,000 | $2,913 萬 | 1.6% | 00.0% | 不變 | – |
| FLNCFluence Energy, Inc. | COM CL A | 3,049,919 | $2,891 萬 | 1.6% | +716,048+30.7% | 加碼 | 歷史 |
| CWENClearway Energy, Inc. | CL C | 803,906 | $2,801 萬 | 1.6% | −53,178−6.2% | 減碼 | 歷史 |
| EXEExpand Energy Corp | COM | 334,718 | $2,715 萬 | 1.5% | −33,092−9.0% | 減碼 | 歷史 |
| XPOXPO, Inc. | COM | 549,395 | $2,646 萬 | 1.5% | −116,692−17.5% | 減碼 | 歷史 |
| BOACBluescape Opportunities Acquisition Corp. | SHS | 2,511,945 | $2,489 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| SHLSShoals Technologies Group, Inc. | CL A | 1,478,563 | $2,437 萬 | 1.4% | +1,478,563 | 新進 | 歷史 |
| Sunpower Corp867652406 | COM | 1,008,636 | $1,595 萬 | 0.9% | +1,008,636 | 新進 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 161,352 | $1,132 萬 | 0.6% | −53,549−24.9% | 減碼 | – |
| LFGArchaea Energy Inc. | COM CL A | 567,481 | $881.3 萬 | 0.5% | +29,494+5.5% | 加碼 | 歷史 |
| FFAIFaraday Future Intelligent Electric Inc. | COM | 1,500,000 | $390.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Broadscale Acquisition Corp11134Y101 | COM CL A | 292,052 | $286.8 萬 | 0.2% | 00.0% | 不變 | – |
| MARAMARA Holdings, Inc. | COM | 457,204 | $244.1 萬 | 0.1% | +20,715+4.7% | 加碼 | 歷史 |
| Zimmer Energy Transition Acq989570114 | *W EXP 06/16/202 | 1,000,000 | $30.0 萬 | <0.1% | 00.0% | 不變 | – |
| Bluescape Opportunities AcquG1195N113 | *W EXP 10/28/202 | 1,259,434 | $26.8 萬 | <0.1% | 00.0% | 不變 | – |
| SESCWSES AI Corp | *W EXP 12/10/202 | 244,027 | $15.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Benson Hill, Inc.082490111 | *W EXP 99/99/999 | 313,706 | $14.7 萬 | <0.1% | 00.0% | 不變 | – |
| Wallbox N.V.N94209116 | *W EXP 99/99/999 | 25,000 | $4.80 萬 | <0.1% | 00.0% | 不變 | – |
| Broadscale Acquisition Corp11134Y119 | *W EXP 02/02/202 | 73,012 | $1.80 萬 | <0.1% | 00.0% | 不變 | – |
| Bird Global, Inc.09077J115 | *W EXP 01/07/202 | 242,247 | $1.30 萬 | <0.1% | 00.0% | 不變 | – |
| Fast Radius, Inc.31187R118 | EQUITY WRT | 121,687 | $1.00 萬 | <0.1% | 00.0% | 不變 | – |
選擇權（7 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 |
|---|---|---|---|
| iShares Tr464287630 | RUS 2000 VAL ETF | $1.76 億 | – |
| AESAES Corp | Stock | – | $4,077 萬 |
| NSCNorfolk Southern Corp | Stock | $3,473 萬 | – |
| NOVASunnova Energy International Inc. | COM | – | $2,574 萬 |
| STEMStem, Inc. | CL A | – | $2,521 萬 |
| TSLATesla, Inc. | Stock | – | $1,919 萬 |
| JBHTHunt J B Transport Services Inc | COM | $1,715 萬 | – |
2022 年第 1 季之後清倉（11 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PLUGPlug Power Inc | Stock | 3,003,726 | $8,594 萬 | 3.9% | 歷史 |
| CARRCarrier Global Corp | Stock | 1,418,308 | $6,506 萬 | 3.0% | 歷史 |
| EMREmerson Electric Co | Stock | 538,121 | $5,276 萬 | 2.4% | 歷史 |
| VSTVistra Corp. | Stock | 2,087,527 | $4,854 萬 | 2.2% | 歷史 |
| iShares Tr464287184 | CHINA LG-CAP ETF | 1,208,727 | $3,864 萬 | 1.8% | – |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 439,704 | $3,764 萬 | 1.7% | 歷史 |
| DENDenbury Inc | COM | 396,481 | $3,115 萬 | 1.4% | 歷史 |
| DEDeere & Co | Stock | 55,658 | $2,312 萬 | 1.1% | 歷史 |
| GXOGXO Logistics, Inc. | Stock | 196,120 | $1,399 萬 | 0.6% | 歷史 |
| MVSTMicrovast Holdings, Inc. | COM | 2,000,000 | $1,340 萬 | 0.6% | 歷史 |
| iShares Inc464286400 | MSCI BRAZIL ETF | 34,617 | $130.9 萬 | 0.1% | – |