Electron Capital Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

Electron Capital Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 38 holdings worth $1.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ENVX",
  "PCG",
  "MMM",
  "APD",
  "ARRY",
  "GDS",
  "HRI",
  "FLNC",
  "SHLS",
  "EH",
  "STEM",
  null,
  "PWR",
  null,
  null,
  "EXC",
  "SPY",
  "SGML",
  "EOSE",
  "CANG",
  "NXT",
  "ETR",
  "VRT",
  "GM",
  "HSAI",
  "LI",
  "XEL",
  "OPAL",
  "MTZ",
  "EIX",
  "JCI",
  "PPL",
  "RUN",
  "GEV",
  "BA",
  "CGNX",
  "CEG",
  "NEE"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 38
Total Value: 1524321387
Accession Number: 0001012975-25-000246
Form Type: 13F-HR
CIK: electron-capital-partners
Manager Name: Electron-Capital-Partners

Data Enrichment

92% identified

35 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

38 positions • $1,524,321.387K total value

38 positions

Manager:

SEC FilingSEC DataHachi Filing

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3M CO

MMM|88579Y101

Shares:974.9K

Value:$143.2M

Constellation Energy Corp

CEG|21037T109

Shares:694.0K

Value:$139.9M

XCEL ENERGY INC

XEL|98389B100

Shares:1.9M

Value:$136.0M

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:229.0K

Value:$128.1M

EXELON CORP

EXC|30161N101

Shares:2.5M

Value:$117.3M

Air Products & Chemicals, Inc.

APD|009158106

Shares:311.7K

Value:$91.9M

MASTEC INC

MTZ|576323109

Shares:732.8K

Value:$85.5M

GE Vernova Inc.

GEV|36828A101

Shares:262.0K

Value:$80.0M

464287432

Shares:857.6K

Value:$78.1M

QUANTA SERVICES, INC.

PWR|74762E102

Shares:249.8K

Value:$63.5M

NEXTERA ENERGY INC

NEE|65339F101

Shares:894.8K

Value:$63.4M

Johnson Controls International plc

JCI|G51502105

Shares:781.0K

Value:$62.6M

ENTERGY CORP /DE/

ETR|29364G103

Shares:637.2K

Value:$54.5M

Enovix Corp

ENVX|293594107

Shares:6.7M

Value:$49.3M

PPL Corp

PPL|69351T106

Shares:1.0M

Value:$37.3M

PG&E Corp

PCG|69331C108

Shares:2.1M

Value:$36.1M

EDISON INTERNATIONAL

EIX|281020107

Shares:434.5K

Value:$25.6M

Li Auto Inc.

LI|50202M102

Shares:978.5K

Value:$24.7M

General Motors Co

GM|37045V100

Shares:430.4K

Value:$20.2M

Eos Energy Enterprises, Inc.

EOSE|29415C101

Shares:5.0M

Value:$18.9M

Instrument	Shares		Other Manager	Value
3M CO(MMMcusip88579Y101)	974.9K	QoQ -6.18% (-64.2K) YoY NEW(+974.9K)	All Managers (Combined)	$143.2M	QoQ +6.73% (-$9.0M) YoY NEW(+$143.2M)
Constellation Energy Corp(CEGcusip21037T109)	694.0K	QoQ -11.27% (-88.2K) YoY -33.96% (-356.9K)	All Managers (Combined)	$139.9M	QoQ -20.03% (-$35.0M) YoY -27.96% (-$54.3M)
XCEL ENERGY INC(XELcusip98389B100)	1.9M	QoQ +93.68% (+929.5K) YoY NEW(+1.9M)	All Managers (Combined)	$136.0M	QoQ +103.07% (+$69.0M) YoY NEW(+$136.0M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	229.0K	QoQ -29.53% (-96.0K) YoY NEW(+229.0K)	All Managers (Combined)	$128.1M	QoQ -32.74% (-$62.4M) YoY NEW(+$128.1M)
EXELON CORP(EXCcusip30161N101)	2.5M	QoQ NEW(+2.5M) YoY NEW(+2.5M)	All Managers (Combined)	$117.3M	QoQ NEW(+$117.3M) YoY NEW(+$117.3M)
Air Products & Chemicals, Inc.(APDcusip009158106)	311.7K	QoQ +251.42% (+223.0K) YoY NEW(+311.7K)	All Managers (Combined)	$91.9M	QoQ +257.33% (+$66.2M) YoY NEW(+$91.9M)
MASTEC INC(MTZcusip576323109)	732.8K	QoQ -29.32% (-304.1K) YoY -57.39% (-987.2K)	All Managers (Combined)	$85.5M	QoQ -39.41% (-$55.6M) YoY -46.67% (-$74.9M)
GE Vernova Inc.(GEVcusip36828A101)	262.0K	QoQ -51.90% (-282.7K) YoY +169.23% (+164.7K)	All Managers (Combined)	$80.0M	QoQ -55.36% (-$99.2M) YoY +501.03% (+$66.7M)
(cusip464287432)✕	857.6K	QoQ NEW(+857.6K) YoY NEW(+857.6K)	All Managers (Combined)	$78.1M	QoQ NEW(+$78.1M) YoY NEW(+$78.1M)
QUANTA SERVICES, INC.(PWRcusip74762E102)	249.8K	QoQ -28.95% (-101.8K) YoY -52.83% (-279.8K)	All Managers (Combined)	$63.5M	QoQ -42.86% (-$47.6M) YoY -53.85% (-$74.1M)
NEXTERA ENERGY INC(NEEcusip65339F101)	894.8K	QoQ +2.19% (+19.3K) YoY NEW(+894.8K)	All Managers (Combined)	$63.4M	QoQ +1.05% (+$664.4K) YoY NEW(+$63.4M)
Johnson Controls International plc(JCIcusipG51502105)	781.0K	QoQ +3.79% (+28.6K) YoY -1.14% (-9.0K)	All Managers (Combined)	$62.6M	QoQ +5.34% (+$3.2M) YoY +21.23% (-$11.0M)
ENTERGY CORP /DE/(ETRcusip29364G103)	637.2K	QoQ -37.48% (-382.1K) YoY +90.06% (+301.9K)	All Managers (Combined)	$54.5M	QoQ -29.51% (-$22.8M) YoY +53.75% (+$19.0M)
Enovix Corp(ENVXcusip293594107)	6.7M	QoQ +18.62% (-1.1M) YoY +19.47% (+1.1M)	All Managers (Combined)	$49.3M	QoQ -19.89% (-$12.2M) YoY +9.48% (+$4.3M)
PPL Corp(PPLcusip69351T106)	1.0M	QoQ -55.76% (-1.3M) YoY -58.88% (-1.5M)	All Managers (Combined)	$37.3M	QoQ -50.79% (-$38.5M) YoY -46.07% (-$31.9M)
PG&E Corp(PCGcusip69331C108)	2.1M	QoQ -54.92% (-2.6M) YoY -49.04% (-2.0M)	All Managers (Combined)	$36.1M	QoQ -61.62% (-$57.9M) YoY -47.77% (-$33.0M)
EDISON INTERNATIONAL(EIXcusip281020107)	434.5K	QoQ -61.50% (-694.3K) YoY -61.65% (-698.6K)	All Managers (Combined)	$25.6M	QoQ -71.59% (-$64.5M) YoY -68.05% (-$54.5M)
Li Auto Inc.(LIcusip50202M102)	978.5K	QoQ NEW(+978.5K) YoY NEW(+978.5K)	All Managers (Combined)	$24.7M	QoQ NEW(+$24.7M) YoY NEW(+$24.7M)
General Motors Co(GMcusip37045V100)	430.4K	QoQ NEW(+430.4K) YoY NEW(+430.4K)	All Managers (Combined)	$20.2M	QoQ NEW(+$20.2M) YoY NEW(+$20.2M)
Eos Energy Enterprises, Inc.(EOSEcusip29415C101)	5.0M	QoQ -12.80% (-732.6K) YoY -29.23% (-2.1M)	All Managers (Combined)	$18.9M	QoQ -32.17% (-$9.0M) YoY +159.71% (-$11.6M)