Electron Capital Partners, LLC Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$2.3T
Holdings
46
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GEGENERAL ELECTRIC CO | 1,368,968 | $240.3B | 10.54% | |
| 2 | CEGCONSTELLATION ENERGY CORP | 1,050,909 | $194.3B | 8.52% | |
| 3 | VRTVERTIV HOLDINGS CO | 2,333,003 | $190.5B | 8.35% | |
| 4 | MTZMASTEC INC | 1,720,076 | $160.4B | 7.03% | |
| 5 | RHCRH PLC | 1,734,896 | $149.7B | 6.56% | |
| 6 | PWRQUANTA SVCS INC | 529,623 | $137.6B | 6.03% | |
| 7 | VSTVISTRA CORP | 1,541,160 | $107.3B | 4.71% | |
| 8 | AESAES CORP | 5,884,625 | $105.5B | 4.63% | |
| 9 | EIXEDISON INTL | 1,133,153 | $80.1B | 3.51% | |
| 10 | HRIHERC HLDGS INC | 467,131 | $78.6B | 3.45% | |
| 11 | PPLPPL CORP | 2,513,807 | $69.2B | 3.03% | |
| 12 | PCGPG&E CORP | 4,122,722 | $69.1B | 3.03% | |
| 13 | UBERUBER TECHNOLOGIES INC | 806,497 | $62.1B | 2.72% | |
| 14 | ESEVERSOURCE ENERGY | 941,653 | $56.3B | 2.47% | |
| 15 | ARRYARRAY TECHNOLOGIES INC | 3,494,382 | $52.1B | 2.28% | |
| 16 | JCIJOHNSON CTLS INTL PLC | 790,020 | $51.6B | 2.26% | |
| 17 | FQIDIGITAL RLTY TR INC | 324,778 | $46.8B | 2.05% | |
| 18 | EQIXEQUINIX INC | 55,919 | $46.2B | 2.02% | |
| 19 | ENVXENOVIX CORPORATION | 5,618,601 | $45.0B | 1.97% | |
| 20 | ETRENTERGY CORP NEW | 335,248 | $35.4B | 1.55% | |
| 21 | NFENEW FORTRESS ENERGY INC | 1,040,663 | $31.8B | 1.40% | |
| 22 | GTGOODYEAR TIRE & RUBR CO | 2,146,148 | $29.5B | 1.29% | |
| 23 | FLNCFLUENCE ENERGY INC | 1,660,822 | $28.8B | 1.26% | |
| 24 | SGMLSIGMA LITHIUM CORPORATION | 1,776,848 | $23.0B | 1.01% | |
| 25 | TANINVESCO EXCH TRADED FD TR II | 489,738 | $22.2B | 0.97% | |
| 26 | ROKROCKWELL AUTOMATION INC | 70,557 | $20.6B | 0.90% | |
| 27 | SHLSSHOALS TECHNOLOGIES GROUP IN | 1,673,491 | $18.7B | 0.82% | |
| 28 | NXTNEXTRACKER INC | 328,790 | $18.5B | 0.81% | |
| 29 | STLASTELLANTIS N.V | 566,066 | $16.0B | 0.70% | |
| 30 | BEBLOOM ENERGY CORP | 1,362,211 | $15.3B | 0.67% | |
| 31 | NOVAQSUNNOVA ENERGY INTL INC. | 2,413,424 | $14.8B | 0.65% | |
| 32 | CXCEMEX SAB DE CV | 1,546,600 | $13.9B | 0.61% | |
| 33 | GEVGE VERNOVA LLC | 97,300 | $13.3B | 0.58% | |
| 34 | ENPHENPHASE ENERGY INC | 105,559 | $12.8B | 0.56% | |
| 35 | OPALOPAL FUELS INC | 1,800,000 | $9.0B | 0.40% | |
| 36 | EOSEEOS ENERGY ENTERPRISES INC | 7,051,584 | $7.3B | 0.32% | |
| 37 | ETNEATON CORP PLC | 5,285 | $1.7B | 0.07% | |
| 38 | EMREMERSON ELEC CO | 14,249 | $1.6B | 0.07% | |
| 39 | FSLRFIRST SOLAR INC | 9,348 | $1.6B | 0.07% | |
| 40 | RUNSUNRUN INC | 91,734 | $1.2B | 0.05% | |
| 41 | MAXNMAXEON SOLAR TECHNOLOGIES LT | 119,551 | $398.1M | 0.02% | |
| 42 | RSTEM INC | 123,254 | $269.9M | 0.01% | |
| 43 | XPEVXPENG INC | 17,434 | $133.9M | 0.01% | |
| 44 | NIONIO INC | 28,487 | $128.2M | 0.01% | |
| 45 | SES/WSSES AI CORPORATION | 239,752 | $18.2M | 0.00% | |
| 46 | WBXWALLBOX NV | 24,557 | $5.2M | 0.00% |