Institutions / Electron Capital Partners, LLC

Electron Capital Partners, LLC

CIK 1586986 · Institution · as of Dec 31, 2025
Portfolio value
$2.15B
Positions
40
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 40 →
CompanyClassValueShares% of portfolio
Constellation Energy Corp$204.99M580,2659.5%
Mastec Inc$174.83M804,3038.1%
Xcel Energy Inc$143.04M1,936,6956.6%
Nextera Energy Inc$141.89M1,767,4276.6%
Johnson Controls International plc$136.47M1,139,5916.3%
Entergy Corp /De$133.11M1,440,0846.2%
3M Co$128.35M801,6626.0%
Coherent Corp$92.31M500,1454.3%
Quanta Services Inc$75.82M179,6423.5%
Exelon Corp$71.71M1,645,1683.3%
Eos Energy Enterprises, Inc.$70.16M6,121,8963.3%
UL Solutions Inc.$67.46M855,4393.1%
FirstEnergy Corp$65.91M1,472,1773.1%
Williams Cos Inc/The$65.27M1,085,8853.0%
Flex Ltd.$57.29M948,1592.7%
Nextpower Inc.$55.03M631,7262.6%
Solaredge Technologies, Inc.$46.85M1,623,8222.2%
Enovix Corp$44.26M6,054,0512.1%
United Airlines Holdings Inc$43.76M391,3372.0%
Caterpillar Inc$42.83M74,7612.0%
The Boeing Company$39.40M181,4811.8%
Carvana Co.$38.35M90,8641.8%
PG&E Corp$38.05M2,367,9591.8%
Keysight Technologies, Inc.$32.71M161,0041.5%
Cognex Corp$30.69M852,9841.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.