Electron Capital Partners, LLC Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$2.3B

Holdings

37

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (37 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
613,400$271.9T11713758.07%Put
2
MTZMASTEC INC
1,419,746$167.5T7215336.26%
3
TLTISHARES TR
1,621,400$166.9T7190327.54%Call
4
GEGENERAL ELECTRIC CO
1,422,865$156.3T6733457.16%
5
AESAES CORP
7,373,345$152.8T6584733.44%
6
PWRQUANTA SVCS INC
662,368$130.1T5605646.65%
7
CEGCONSTELLATION ENERGY CORP
1,378,024$126.2T5434873.88%
8
EIXEDISON INTL
1,772,999$123.1T5304629.84%
9
ARRYARRAY TECHNOLOGIES INC
5,390,213$121.8T5247938.15%
10
PCGPG&E CORP
5,115,238$88.4T3807885.90%
11
DENEURDENBURY INC
962,260$83.0T3575824.74%
12
XIFRNEXTERA ENERGY PARTNERS LP
1,384,288$81.2T3496992.94%
13
NOVAQSUNNOVA ENERGY INTL INC.
3,715,586$68.0T2930825.75%
14
FLNCFLUENCE ENERGY INC
2,454,751$65.4T2817189.17%
15
HRIHERC HLDGS INC
477,321$65.3T2814036.24%
16
NEENEXTERA ENERGY INC
799,531$59.3T2555721.65%
17
URIUNITED RENTALS INC
123,200$54.9T2363774.36%
18
NXTNEXTRACKER INC
1,307,921$52.1T2243096.88%
19
VRTVERTIV HOLDINGS CO
2,060,847$51.0T2199105.71%
20
XLUSELECT SECTOR SPDR TR
734,076$48.0T2069467.71%
21
XPEVXPENG INC
2,321,283$31.2T1342007.52%
22
RUNSUNRUN INC
1,442,515$25.8T1109880.28%
23
BLUESCAPE OPPORTUNITIES ACQU
2,511,945$25.1T1082142.53%
24
RSTEM INC
3,069,261$17.6T756317.58%
25
ENVXENOVIX CORPORATION
937,063$16.9T728248.63%
26
CHINDATA GROUP HLDGS LTD
2,182,464$15.6T673185.02%
27
OPALOPAL FUELS INC
1,800,000$13.4T578476.44%
28
SQMSOCIEDAD QUIMICA Y MINERA DE
181,573$13.2T568043.87%
29
EOSEEOS ENERGY ENTERPRISES INC
2,597,412$11.3T485629.33%
30
NFENEW FORTRESS ENERGY INC
391,862$10.5T452082.87%
31
FTCIFTC SOLAR INC
2,055,947$6.6T285195.17%
32
TPICQTPI COMPOSITES INC
56,592$586.9B25281.81%
33
SES/WSSES AI CORPORATION
244,027$77.3B3331.97%
34
BHLWQBENSON HILL INC
313,706$58.9B2538.01%
35
BLUESCAPE OPPORTUNITIES ACQU
1,259,434$53.1B2286.89%
36
WBXWALLBOX NV
25,000$12.4B533.11%
37
BIRD GLOBAL INC
242,247$5.0B213.37%