Electron Capital Partners, LLC Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$2.1B

Holdings

45

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (45 positions)

#StockSharesValue% PortfolioType
1
CEGCONSTELLATION ENERGY CORP
884,633$230.0T11067169.92%
2
GEVGE VERNOVA INC
820,836$209.3T10069993.70%
3
MTZMASTEC INC
1,266,569$155.9T7501594.67%
4
MMM3M CO
1,008,252$137.8T6631385.81%
5
XLISELECT SECTOR SPDR TR
849,000$115.0T5532498.72%
6
PWRQUANTA SVCS INC
356,483$106.3T5113759.78%
7
PPLPPL CORP
2,772,252$91.7T4412298.57%
8
PCGPG&E CORP
4,552,920$90.0T4330752.59%
9
EIXEDISON INTL
942,331$82.1T3948557.41%
10
SPYSPDR S&P 500 ETF TR
140,000$80.3T3864781.90%
11
ETRENTERGY CORP NEW
607,003$79.9T3843672.84%
12
NEENEXTERA ENERGY INC
902,624$76.3T3671000.38%
13
JCIJOHNSON CTLS INTL PLC
776,573$60.3T2899790.71%
14
ENPHENPHASE ENERGY INC
490,221$55.4T2665716.17%
15
HRIHERC HLDGS INC
339,547$54.1T2604573.57%
16
XELXCEL ENERGY INC
809,362$52.9T2542861.31%
17
ENVXENOVIX CORPORATION
5,629,625$52.6T2529839.83%
18
CARRCARRIER GLOBAL CORPORATION
560,764$45.1T2171644.57%
19
EMNEASTMAN CHEM CO
315,610$35.3T1699971.13%
20
AESAES CORP
1,690,391$33.9T1631491.37%
21
UBERUBER TECHNOLOGIES INC
442,843$33.3T1601412.61%
22
NOVAQSUNNOVA ENERGY INTL INC.
3,411,985$33.2T1598942.23%
23
FLNCFLUENCE ENERGY INC
1,284,625$29.2T1403654.36%
24
VRTVERTIV HOLDINGS CO
241,815$24.1T1157522.25%
25
EOSEEOS ENERGY ENTERPRISES INC
7,960,138$23.6T1137479.91%
26
SGMLSIGMA LITHIUM CORPORATION
1,420,806$17.6T844928.46%
27
LILI AUTO INC
621,875$16.0T767462.50%
28
APTVAPTIV PLC
203,211$14.6T704055.20%
29
BEBLOOM ENERGY CORP
1,256,114$13.3T638204.21%
30
ARRYARRAY TECHNOLOGIES INC
1,889,792$12.5T600101.38%
31
OPALOPAL FUELS INC
1,800,000$6.6T316105.50%
32
AXIACENTRAIS ELETRICAS BRASILEIR
257,171$1.9T89459.64%
33
ETNEATON CORP PLC
5,337$1.8T85107.63%
34
EMREMERSON ELEC CO
14,387$1.6T75706.79%
35
FSLRFIRST SOLAR INC
5,639$1.4T67675.98%
36
NVTNVENT ELECTRIC PLC
15,160$1.1T51247.73%
37
RUNSUNRUN INC
56,950$1.0T49485.52%
38
NXTNEXTRACKER INC
18,748$702.7B33808.13%
39
SHLSSHOALS TECHNOLOGIES GROUP IN
78,447$440.1B21174.11%
40
XPEVXPENG INC
17,911$218.2B10496.24%
41
NIONIO INC
29,266$195.5B9406.09%
42
RSTEM INC
126,624$44.1B2121.37%
43
MAXNMAXEON SOLAR TECHNOLOGIES LT
122,820$11.9B571.44%
44
SES/WSSES AI CORPORATION
239,752$9.5B456.79%
45
WBXWALLBOX NV
24,557$2.1B100.41%