Electron Capital Partners, LLC 13F Holdings

CIK 0001586986 · NEW YORK, NY

As of Sep 30, 2025, Electron Capital Partners, LLC reported 37 positions worth $2.2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CONSTELLATION ENERGY CORPCEGUtilities583,282 91.9M8.69%
MASTEC INCMTZIndustrials819,091 74.3M7.90%
NEXTERA ENERGY INCNEEUtilities1,967,208 48.5M6.73%
ENTERGY CORPETRUtilities1,539,709 43.5M6.50%
XCEL ENERGY INCXELUtilities1,680,811 35.6M6.14%
3M COMMMIndustrials797,297 23.7M5.60%
GE VERNOVA INCGEVUtilities194,548 19.6M5.42%
JOHNSON CONTROLS INTERNATIONAL PLCJCIBasic Materials1,070,106 17.7M5.33%
QUANTA SERVICES INCPWRIndustrials238,728$98.9M4.48%
PPL CORPPPLUtilities2,235,659$83.1M3.76%
ENOVIX CORPENVXIndustrials8,038,396$80.1M3.63%
EOS ENERGY ENTERPRISES INCEOSEIndustrials6,594,701$75.1M3.40%
BOEING COBAIndustrials344,523$74.4M3.37%
EXELON CORPEXCUtilities1,636,839$73.7M3.34%
SOLAREDGE TECHNOLOGIES INCSEDGTechnology1,732,566$64.1M2.90%
COGNEX CORPCGNXTechnology1,385,942$62.8M2.84%
UNITED AIRLINES HOLDINGS INCUALIndustrials588,989$56.8M2.57%
UL SOLUTIONS INCULSIndustrials786,323$55.7M2.52%
NEXTPOWER INCNXTTechnology566,415$41.9M1.90%
ZEBRA TECHNOLOGIES CORPZBRATechnology140,701$41.8M1.89%
AIR PRODUCTS & CHEMICALS INCAPDBasic Materials139,324$38.0M1.72%
EDISON INTERNATIONALEIXUtilities669,296$37.0M1.68%
BORGWARNER INCBWAConsumer Cyclical723,835$31.8M1.44%
ARRAY TECHNOLOGIES INCARRYTechnology3,783,147$30.8M1.40%
PG&E CORPPCGUtilities1,990,264$30.0M1.36%