Electron Capital Partners, LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$836.9B
Holdings
20
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FEFIRSTENERGY CORP | 1,958,852 | $95.2B | 11.37% | |
| 2 | DDOMINION ENERGY INC | 1,057,284 | $87.6B | 10.46% | |
| 3 | PEOEXELON CORP | 1,804,075 | $82.2B | 9.83% | |
| 4 | AGREURAVANGRID INC | 1,186,120 | $60.7B | 7.25% | |
| 5 | ENPHENPHASE ENERGY INC | 2,193,858 | $57.3B | 6.85% | |
| 6 | AESAES CORP | 2,844,085 | $56.6B | 6.76% | |
| 7 | DUKDUKE ENERGY CORP NEW | 589,831 | $53.8B | 6.43% | |
| 8 | PWRQUANTA SVCS INC | 1,289,196 | $52.5B | 6.27% | |
| 9 | XIFRNEXTERA ENERGY PARTNERS LP | 891,328 | $46.9B | 5.61% | |
| 10 | AMLPUSDALPS ETF TR | 4,031,600 | $34.3B | 4.09% | |
| 11 | —FORTERRA INC | 2,962,744 | $34.2B | 4.09% | |
| 12 | XLISELECT SECTOR SPDR TR | 350,587 | $28.6B | 3.41% | |
| 13 | VMCVULCAN MATLS CO | 180,954 | $26.1B | 3.11% | |
| 14 | XOPUSDSPDR SERIES TRUST | 1,032,049 | $24.5B | 2.92% | |
| 15 | FCXFREEPORT-MCMORAN INC | 1,850,152 | $24.3B | 2.90% | |
| 16 | EWZISHARES INC | 495,385 | $23.5B | 2.81% | |
| 17 | TELLEURTELLURIAN INC NEW | 3,189,820 | $23.2B | 2.77% | |
| 18 | MLMMARTIN MARIETTA MATLS INC | 66,239 | $18.5B | 2.21% | |
| 19 | NRANRG ENERGY INC | 162,771 | $6.5B | 0.77% | |
| 20 | NOVAQSUNNOVA ENERGY INTL INC | 46,018 | $514.0M | 0.06% |