Electron Capital Partners, LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$381.9B
Holdings
21
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DUKDUKE ENERGY CORP NEW | 731,267 | $59.1B | 15.49% | |
| 2 | AESAES CORP | 2,974,127 | $40.4B | 10.59% | |
| 3 | PNWPINNACLE WEST CAP CORP | 506,741 | $38.4B | 10.06% | |
| 4 | XIFRNEXTERA ENERGY PARTNERS LP | 682,987 | $29.4B | 7.69% | |
| 5 | PPLPPL CORP | 1,185,826 | $29.3B | 7.66% | |
| 6 | URIUNITED RENTALS INC | 200,733 | $20.7B | 5.41% | |
| 7 | FCXFREEPORT-MCMORAN INC | 3,000,000 | $20.3B | 5.30% | Call |
| 8 | PWRQUANTA SVCS INC | 622,579 | $19.8B | 5.17% | |
| 9 | ENPHENPHASE ENERGY INC | 506,577 | $16.4B | 4.28% | |
| 10 | VMCVULCAN MATLS CO | 151,276 | $16.3B | 4.28% | |
| 11 | —FORTERRA INC | 2,728,415 | $16.3B | 4.27% | |
| 12 | AGREURAVANGRID INC | 329,268 | $14.4B | 3.77% | |
| 13 | FEFIRSTENERGY CORP | 332,261 | $13.3B | 3.49% | |
| 14 | FMCF M C CORP | 133,105 | $10.9B | 2.85% | |
| 15 | MLMMARTIN MARIETTA MATLS INC | 53,851 | $10.2B | 2.67% | |
| 16 | CATCATERPILLAR INC DEL | 87,700 | $10.2B | 2.66% | |
| 17 | VNET21VIANET GROUP INC | 338,558 | $4.7B | 1.23% | |
| 18 | TPICQTPI COMPOSITES INC | 295,947 | $4.4B | 1.15% | |
| 19 | ACMAECOM | 119,525 | $3.6B | 0.93% | |
| 20 | TTEKTETRA TECH INC NEW | 32,157 | $2.3B | 0.59% | |
| 21 | MTZMASTEC INC | 52,874 | $1.7B | 0.45% |