Electron Capital Partners, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.9T
Holdings
36
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CEGCONSTELLATION ENERGY CORP | 612,409 | $197.7B | 10.58% | |
| 2 | JCIJOHNSON CTLS INTL PLC | 1,353,241 | $142.9B | 7.65% | |
| 3 | MMM3M CO | 875,888 | $133.3B | 7.13% | |
| 4 | APDAIR PRODS & CHEMS INC | 469,679 | $132.5B | 7.09% | |
| 5 | MTZMASTEC INC | 747,333 | $127.4B | 6.81% | |
| 6 | XELXCEL ENERGY INC | 1,728,063 | $117.7B | 6.30% | |
| 7 | NEENEXTERA ENERGY INC | 1,622,818 | $112.7B | 6.03% | |
| 8 | GEVGE VERNOVA INC | 191,267 | $101.2B | 5.42% | |
| 9 | PWRQUANTA SVCS INC | 231,363 | $87.5B | 4.68% | |
| 10 | ENVXENOVIX CORPORATION | 7,066,293 | $73.1B | 3.91% | |
| 11 | PPLPPL CORP | 2,141,754 | $72.6B | 3.88% | |
| 12 | BABOEING CO | 342,823 | $71.8B | 3.84% | |
| 13 | PEOEXELON CORP | 1,567,565 | $68.1B | 3.64% | |
| 14 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 196,298 | $60.5B | 3.24% | |
| 15 | ULSUL SOLUTIONS INC | 625,281 | $45.6B | 2.44% | |
| 16 | CGNXCOGNEX CORP | 1,337,608 | $42.4B | 2.27% | |
| 17 | ETRENTERGY CORP NEW | 489,476 | $40.7B | 2.18% | |
| 18 | EOSEEOS ENERGY ENTERPRISES INC | 6,979,422 | $35.7B | 1.91% | |
| 19 | EIXEDISON INTL | 644,573 | $33.3B | 1.78% | |
| 20 | NRANRG ENERGY INC | 188,016 | $30.2B | 1.62% | |
| 21 | CECELANESE CORP DEL | 525,240 | $29.1B | 1.55% | |
| 22 | PCGPG&E CORP | 1,918,031 | $26.7B | 1.43% | |
| 23 | ARRYARRAY TECHNOLOGIES INC | 3,753,862 | $22.1B | 1.19% | |
| 24 | SEDGSOLAREDGE TECHNOLOGIES INC | 833,764 | $17.0B | 0.91% | |
| 25 | HTZHERTZ GLOBAL HLDGS INC | 1,804,433 | $12.3B | 0.66% | |
| 26 | SHLSSHOALS TECHNOLOGIES GROUP IN | 1,976,633 | $8.4B | 0.45% | |
| 27 | 9C0ACANGO INC | 1,345,741 | $6.5B | 0.35% | |
| 28 | SGMLSIGMA LITHIUM CORPORATION | 1,067,947 | $4.8B | 0.26% | |
| 29 | OPALOPAL FUELS INC | 1,800,000 | $4.4B | 0.23% | |
| 30 | VRTVERTIV HOLDINGS CO | 28,320 | $3.6B | 0.19% | |
| 31 | GDSGDS HLDGS LTD | 69,444 | $2.1B | 0.11% | |
| 32 | HRIHERC HLDGS INC | 12,028 | $1.6B | 0.08% | |
| 33 | NXTNEXTRACKER INC | 26,747 | $1.5B | 0.08% | |
| 34 | HSAIHESAI GROUP | 63,767 | $1.4B | 0.07% | |
| 35 | EHEHANG HLDGS LTD | 35,919 | $623.6M | 0.03% | |
| 36 | SES/WSSES AI CORPORATION | 239,752 | $25.9M | 0.00% |