Electron Capital Partners, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.5T
Holdings
38
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MMM3M CO | 974,887 | $143.2B | 9.39% | |
| 2 | CEGCONSTELLATION ENERGY CORP | 693,983 | $139.9B | 9.18% | |
| 3 | XELXCEL ENERGY INC | 1,921,636 | $136.0B | 8.92% | |
| 4 | SPYSPDR S&P 500 ETF TR | 229,000 | $128.1B | 8.40% | Put |
| 5 | PEOEXELON CORP | 2,545,014 | $117.3B | 7.69% | |
| 6 | APDAIR PRODS & CHEMS INC | 311,668 | $91.9B | 6.03% | |
| 7 | MTZMASTEC INC | 732,829 | $85.5B | 5.61% | |
| 8 | GEVGE VERNOVA INC | 261,965 | $80.0B | 5.25% | |
| 9 | TLTISHARES TR | 857,600 | $78.1B | 5.12% | |
| 10 | PWRQUANTA SVCS INC | 249,807 | $63.5B | 4.17% | |
| 11 | NEENEXTERA ENERGY INC | 894,782 | $63.4B | 4.16% | |
| 12 | JCIJOHNSON CTLS INTL PLC | 780,983 | $62.6B | 4.10% | |
| 13 | ETRENTERGY CORP NEW | 637,189 | $54.5B | 3.57% | |
| 14 | ENVXENOVIX CORPORATION | 6,712,763 | $49.3B | 3.23% | |
| 15 | PPLPPL CORP | 1,033,504 | $37.3B | 2.45% | |
| 16 | PCGPG&E CORP | 2,100,546 | $36.1B | 2.37% | |
| 17 | EIXEDISON INTL | 434,517 | $25.6B | 1.68% | |
| 18 | LILI AUTO INC | 978,500 | $24.7B | 1.62% | |
| 19 | GMGENERAL MTRS CO | 430,364 | $20.2B | 1.33% | |
| 20 | EOSEEOS ENERGY ENTERPRISES INC | 4,990,278 | $18.9B | 1.24% | |
| 21 | ARRYARRAY TECHNOLOGIES INC | 3,750,351 | $18.3B | 1.20% | |
| 22 | SGMLSIGMA LITHIUM CORPORATION | 1,063,390 | $11.1B | 0.73% | |
| 23 | CGNXCOGNEX CORP | 346,041 | $10.3B | 0.68% | |
| 24 | BABOEING CO | 49,372 | $8.4B | 0.55% | |
| 25 | 9C0ACANGO INC | 1,339,700 | $5.1B | 0.33% | |
| 26 | OPALOPAL FUELS INC | 1,800,000 | $3.3B | 0.22% | |
| 27 | FLNCFLUENCE ENERGY INC | 566,709 | $2.7B | 0.18% | |
| 28 | VRTVERTIV HOLDINGS CO | 28,384 | $2.0B | 0.13% | |
| 29 | GDSGDS HLDGS LTD | 69,601 | $1.8B | 0.12% | |
| 30 | HRIHERC HLDGS INC | 12,055 | $1.6B | 0.11% | |
| 31 | NXTNEXTRACKER INC | 26,807 | $1.1B | 0.07% | |
| 32 | HSAIHESAI GROUP | 63,911 | $945.9M | 0.06% | |
| 33 | EHEHANG HLDGS LTD | 36,000 | $752.0M | 0.05% | |
| 34 | RUNSUNRUN INC | 72,775 | $426.5M | 0.03% | |
| 35 | SHLSSHOALS TECHNOLOGIES GROUP IN | 108,838 | $361.3M | 0.02% | |
| 36 | RSTEM INC | 163,390 | $57.2M | 0.00% | |
| 37 | SES/WSSES AI CORPORATION | 239,752 | $13.3M | 0.00% | |
| 38 | WBXWALLBOX NV | 24,557 | $822K | 0.00% |