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Electron Capital Partners, LLC

All holdings · as of Dec 31, 2025

40 positions

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%
ARRAY TECHNOLOGIES INC—$24.34M2,640,4171.1%
T1 ENERGY INC—$23.38M3,500,0211.1%
EDISON INTERNATIONAL—$20.68M344,6031.0%
SIGMA LITHIUM CORPORATION—$14.68M1,112,8450.7%
GE Vernova Inc.—$10.36M15,8590.5%
Vertiv Holdings Co—$4.34M26,7890.2%
OPAL Fuels Inc.OPALCommon Stock$4.24M1,800,0000.2%
GDS Holdings LtdGDSADR$3.68M105,4480.2%
SHOALS TECHNOLOGIES GROUP -A—$2.56M301,2160.1%
HESAI GROUPHSAIADR$1.35M60,3190.1%
WeRide Inc.—$1.16M133,0940.1%
FTC Solar, Inc.FTCICommon Stock$978.9K89,7240.0%
Pony AI Inc.PONYADR$726.1K50,0760.0%
EHANG HLDGS LTD—$447.8K33,9770.0%
SES AI CORPORATION—$40.8K239,7520.0%
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