Electron Capital Partners, LLC Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$2.1T
Holdings
45
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CEGCONSTELLATION ENERGY CORP | 884,633 | $230.0B | 11.07% | |
| 2 | GEVGE VERNOVA INC | 820,836 | $209.3B | 10.07% | |
| 3 | MTZMASTEC INC | 1,266,569 | $155.9B | 7.50% | |
| 4 | MMM3M CO | 1,008,252 | $137.8B | 6.63% | |
| 5 | XLISELECT SECTOR SPDR TR | 849,000 | $115.0B | 5.53% | |
| 6 | PWRQUANTA SVCS INC | 356,483 | $106.3B | 5.11% | |
| 7 | PPLPPL CORP | 2,772,252 | $91.7B | 4.41% | |
| 8 | PCGPG&E CORP | 4,552,920 | $90.0B | 4.33% | |
| 9 | EIXEDISON INTL | 942,331 | $82.1B | 3.95% | |
| 10 | SPYSPDR S&P 500 ETF TR | 140,000 | $80.3B | 3.86% | |
| 11 | ETRENTERGY CORP NEW | 607,003 | $79.9B | 3.84% | |
| 12 | NEENEXTERA ENERGY INC | 902,624 | $76.3B | 3.67% | |
| 13 | JCIJOHNSON CTLS INTL PLC | 776,573 | $60.3B | 2.90% | |
| 14 | ENPHENPHASE ENERGY INC | 490,221 | $55.4B | 2.67% | |
| 15 | HRIHERC HLDGS INC | 339,547 | $54.1B | 2.60% | |
| 16 | XELXCEL ENERGY INC | 809,362 | $52.9B | 2.54% | |
| 17 | ENVXENOVIX CORPORATION | 5,629,625 | $52.6B | 2.53% | |
| 18 | CARRCARRIER GLOBAL CORPORATION | 560,764 | $45.1B | 2.17% | |
| 19 | EMNEASTMAN CHEM CO | 315,610 | $35.3B | 1.70% | |
| 20 | AESAES CORP | 1,690,391 | $33.9B | 1.63% | |
| 21 | UBERUBER TECHNOLOGIES INC | 442,843 | $33.3B | 1.60% | |
| 22 | NOVAQSUNNOVA ENERGY INTL INC. | 3,411,985 | $33.2B | 1.60% | |
| 23 | FLNCFLUENCE ENERGY INC | 1,284,625 | $29.2B | 1.40% | |
| 24 | VRTVERTIV HOLDINGS CO | 241,815 | $24.1B | 1.16% | |
| 25 | EOSEEOS ENERGY ENTERPRISES INC | 7,960,138 | $23.6B | 1.14% | |
| 26 | SGMLSIGMA LITHIUM CORPORATION | 1,420,806 | $17.6B | 0.84% | |
| 27 | LILI AUTO INC | 621,875 | $16.0B | 0.77% | |
| 28 | APTVAPTIV PLC | 203,211 | $14.6B | 0.70% | |
| 29 | BEBLOOM ENERGY CORP | 1,256,114 | $13.3B | 0.64% | |
| 30 | ARRYARRAY TECHNOLOGIES INC | 1,889,792 | $12.5B | 0.60% | |
| 31 | OPALOPAL FUELS INC | 1,800,000 | $6.6B | 0.32% | |
| 32 | AXIACENTRAIS ELETRICAS BRASILEIR | 257,171 | $1.9B | 0.09% | |
| 33 | ETNEATON CORP PLC | 5,337 | $1.8B | 0.09% | |
| 34 | EMREMERSON ELEC CO | 14,387 | $1.6B | 0.08% | |
| 35 | FSLRFIRST SOLAR INC | 5,639 | $1.4B | 0.07% | |
| 36 | NVTNVENT ELECTRIC PLC | 15,160 | $1.1B | 0.05% | |
| 37 | RUNSUNRUN INC | 56,950 | $1.0B | 0.05% | |
| 38 | NXTNEXTRACKER INC | 18,748 | $702.7M | 0.03% | |
| 39 | SHLSSHOALS TECHNOLOGIES GROUP IN | 78,447 | $440.1M | 0.02% | |
| 40 | XPEVXPENG INC | 17,911 | $218.2M | 0.01% | |
| 41 | NIONIO INC | 29,266 | $195.5M | 0.01% | |
| 42 | RSTEM INC | 126,624 | $44.1M | 0.00% | |
| 43 | MAXNMAXEON SOLAR TECHNOLOGIES LT | 122,820 | $11.9M | 0.00% | |
| 44 | SES/WSSES AI CORPORATION | 239,752 | $9.5M | 0.00% | |
| 45 | WBXWALLBOX NV | 24,557 | $2.1M | 0.00% |