Electron Capital Partners, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$2.2T
Holdings
37
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CEGCONSTELLATION ENERGY CORP | 583,282 | $191.9B | 8.69% | |
| 2 | MTZMASTEC INC | 819,091 | $174.3B | 7.90% | |
| 3 | NEENEXTERA ENERGY INC | 1,967,208 | $148.5B | 6.73% | |
| 4 | ETRENTERGY CORP NEW | 1,539,709 | $143.5B | 6.50% | |
| 5 | XELXCEL ENERGY INC | 1,680,811 | $135.6B | 6.14% | |
| 6 | MMM3M CO | 797,297 | $123.7B | 5.60% | |
| 7 | GEVGE VERNOVA INC | 194,548 | $119.6B | 5.42% | |
| 8 | JCIJOHNSON CTLS INTL PLC | 1,070,106 | $117.7B | 5.33% | |
| 9 | PWRQUANTA SVCS INC | 238,728 | $98.9B | 4.48% | |
| 10 | PPLPPL CORP | 2,235,659 | $83.1B | 3.76% | |
| 11 | ENVXENOVIX CORPORATION | 8,038,396 | $80.1B | 3.63% | |
| 12 | EOSEEOS ENERGY ENTERPRISES INC | 6,594,701 | $75.1B | 3.40% | |
| 13 | BABOEING CO | 344,523 | $74.4B | 3.37% | |
| 14 | PEOEXELON CORP | 1,636,839 | $73.7B | 3.34% | |
| 15 | SEDGSOLAREDGE TECHNOLOGIES INC | 1,732,566 | $64.1B | 2.90% | |
| 16 | CGNXCOGNEX CORP | 1,385,942 | $62.8B | 2.84% | |
| 17 | UALUNITED AIRLS HLDGS INC | 588,989 | $56.8B | 2.57% | |
| 18 | ULSUL SOLUTIONS INC | 786,323 | $55.7B | 2.52% | |
| 19 | NXTNEXTRACKER INC | 566,415 | $41.9B | 1.90% | |
| 20 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 140,701 | $41.8B | 1.89% | |
| 21 | APDAIR PRODS & CHEMS INC | 139,324 | $38.0B | 1.72% | |
| 22 | EIXEDISON INTL | 669,296 | $37.0B | 1.68% | |
| 23 | BWABORGWARNER INC | 723,835 | $31.8B | 1.44% | |
| 24 | ARRYARRAY TECHNOLOGIES INC | 3,783,147 | $30.8B | 1.40% | |
| 25 | PCGPG&E CORP | 1,990,264 | $30.0B | 1.36% | |
| 26 | CECELANESE CORP DEL | 564,662 | $23.8B | 1.08% | |
| 27 | MBLYMOBILEYE GLOBAL INC | 1,278,362 | $18.1B | 0.82% | |
| 28 | PLUNPLUG POWER INC | 4,576,398 | $10.7B | 0.48% | |
| 29 | SGMLSIGMA LITHIUM CORPORATION | 1,112,845 | $7.1B | 0.32% | |
| 30 | VRTVERTIV HOLDINGS CO | 28,254 | $4.3B | 0.19% | |
| 31 | OPALOPAL FUELS INC | 1,800,000 | $4.0B | 0.18% | |
| 32 | GDSGDS HLDGS LTD | 69,282 | $2.7B | 0.12% | |
| 33 | SHLSSHOALS TECHNOLOGIES GROUP IN | 317,691 | $2.4B | 0.11% | |
| 34 | HSAIHESAI GROUP | 63,618 | $1.8B | 0.08% | |
| 35 | WRDWERIDE INC | 140,373 | $1.4B | 0.06% | |
| 36 | EHEHANG HLDGS LTD | 35,835 | $665.5M | 0.03% | |
| 37 | SES/WSSES AI CORPORATION | 239,752 | $41.8M | 0.00% |