Electron Capital Partners, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$2.2B
Holdings
40
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CEGCONSTELLATION ENERGY CORP | 5,802,645 | $205.0M | 9.52% | |
| 2 | MTZMASTEC INC | 804,303 | $174.8M | 8.12% | |
| 3 | XELXCEL ENERGY INC | 1,936,695 | $143.0M | 6.64% | |
| 4 | NEENEXTERA ENERGY INC | 1,767,427 | $141.9M | 6.59% | |
| 5 | JCIJOHNSON CTLS INTL PLC | 1,139,591 | $136.5M | 6.34% | |
| 6 | ETRENTERGY CORP NEW | 1,440,084 | $133.1M | 6.18% | |
| 7 | MMM3M CO | 801,662 | $128.3M | 5.96% | |
| 8 | COHRCOHERENT CORP | 500,145 | $92.3M | 4.29% | |
| 9 | PWRQUANTA SVCS INC | 179,642 | $75.8M | 3.52% | |
| 10 | PEOEXELON CORP | 1,645,168 | $71.7M | 3.33% | |
| 11 | EOSEEOS ENERGY ENTERPRISES INC | 6,121,896 | $70.2M | 3.26% | |
| 12 | ULSUL SOLUTIONS INC | 855,439 | $67.5M | 3.13% | |
| 13 | FEFIRSTENERGY CORP | 1,472,177 | $65.9M | 3.06% | |
| 14 | WMBWILLIAMS COS INC | 1,085,885 | $65.3M | 3.03% | |
| 15 | FLEXFLEX LTD | 948,159 | $57.3M | 2.66% | |
| 16 | NXTNEXTPOWER INC | 631,726 | $55.0M | 2.56% | |
| 17 | SEDGSOLAREDGE TECHNOLOGIES INC | 1,623,822 | $46.8M | 2.18% | |
| 18 | ENVXENOVIX CORPORATION | 6,054,051 | $44.3M | 2.06% | |
| 19 | UALUNITED AIRLS HLDGS INC | 391,337 | $43.8M | 2.03% | |
| 20 | CATCATERPILLAR INC | 74,761 | $42.8M | 1.99% | |
| 21 | BABOEING CO | 181,481 | $39.4M | 1.83% | |
| 22 | CVNACARVANA CO | 90,864 | $38.3M | 1.78% | |
| 23 | PCGPG&E CORP | 2,367,959 | $38.1M | 1.77% | |
| 24 | KEYSKEYSIGHT TECHNOLOGIES INC | 161,004 | $32.7M | 1.52% | |
| 25 | CGNXCOGNEX CORP | 852,984 | $30.7M | 1.43% | |
| 26 | ARRYARRAY TECHNOLOGIES INC | 2,640,417 | $24.3M | 1.13% | |
| 27 | TET1 ENERGY INC | 3,500,021 | $23.4M | 1.09% | |
| 28 | EIXEDISON INTL | 344,603 | $20.7M | 0.96% | |
| 29 | SGMLSIGMA LITHIUM CORPORATION | 1,112,845 | $14.7M | 0.68% | |
| 30 | GEVGE VERNOVA INC | 15,859 | $10.4M | 0.48% | |
| 31 | VRTVERTIV HOLDINGS CO | 26,789 | $4.3M | 0.20% | |
| 32 | OPALOPAL FUELS INC | 1,800,000 | $4.2M | 0.20% | |
| 33 | GDSGDS HLDGS LTD | 105,448 | $3.7M | 0.17% | |
| 34 | SHLSSHOALS TECHNOLOGIES GROUP IN | 301,216 | $2.6M | 0.12% | |
| 35 | HSAIHESAI GROUP | 60,319 | $1.4M | 0.06% | |
| 36 | WRDWERIDE INC | 133,094 | $1.2M | 0.05% | |
| 37 | FTCIFTC SOLAR INC | 89,724 | $978K | 0.05% | |
| 38 | PONYPONY AI INC | 50,076 | $726K | 0.03% | |
| 39 | EHEHANG HLDGS LTD | 33,977 | $447K | 0.02% | |
| 40 | SES/WSSES AI CORPORATION | 239,752 | $40K | 0.00% |