Electron Capital Partners, LLC
CIK: 0001586986SEC EDGAR →
Portfolio Value
$2.2B
Holdings
40
As of
Q4 2025
New Positions
10
Closed Positions
7
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CONSTELLATION ENERGY CORP | 5,802,645 | $205.0M | 9.52% |
| 2 | MASTEC INC | 804,303 | $174.8M | 8.12% |
| 3 | XCEL ENERGY INC | 1,936,695 | $143.0M | 6.64% |
| 4 | NEXTERA ENERGY INC | 1,767,427 | $141.9M | 6.59% |
| 5 | JOHNSON CTLS INTL PLC | 1,139,591 | $136.5M | 6.34% |
| 6 | ENTERGY CORP NEW | 1,440,084 | $133.1M | 6.18% |
| 7 | 3M CO | 801,662 | $128.3M | 5.96% |
| 8 | COHERENT CORP | 500,145 | $92.3M | 4.29% |
| 9 | QUANTA SVCS INC | 179,642 | $75.8M | 3.52% |
| 10 | EXELON CORP | 1,645,168 | $71.7M | 3.33% |
Quarterly Changes
New Positions (10)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 14 | $852.2M | 39.6% |
| Utilities | 9 | $762.3M | 35.4% |
| Technology | 8 | $344.6M | 16.0% |
| Energy | 5 | $140.0M | 6.5% |
| Consumer Cyclical | 2 | $39.7M | 1.8% |
| Basic Materials | 1 | $14.7M | 0.7% |
| Unknown | 1 | $40K | 0.0% |