Electron Capital Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 19, 2026, for the 2025 Q4 period, Electron Capital Partners, LLC held in its portfolio 40 assets valued at $2,153,502,716 (i.e. $2.15B).
The most valuable assets in the portfolio included: CONSTELLATION ENERGY CORP ($204.99M), MASTEC INC ($174.83M), and XCEL ENERGY INC ($143.04M).
The chart below shows the top 10 valuable assets, and the table below shows the top 40 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Electron Capital Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CONSTELLATION ENERGY CORP | 580265 | 204990216 | COM |
| MASTEC INC | 804303 | 174831343 | COM |
| XCEL ENERGY INC | 1936695 | 143044293 | COM |
| NEXTERA ENERGY INC | 1767427 | 141889039 | COM |
| JOHNSON CTLS INTL PLC | 1139591 | 136466022 | SHS |
| ENTERGY CORP NEW | 1440084 | 133106964 | COM |
| 3M CO | 801662 | 128346086 | COM |
| COHERENT CORP | 500145 | 92311762 | COM |
| QUANTA SVCS INC | 179642 | 75819703 | COM |
| EXELON CORP | 1645168 | 71712873 | COM |
| EOS ENERGY ENTERPRISES INC | 6121896 | 70156928 | COM CL A |
| UL SOLUTIONS INC | 855439 | 67459920 | CLASS A COM SHS |
| FIRSTENERGY CORP | 1472177 | 65909365 | COM |
| WILLIAMS COS INC | 1085885 | 65272547 | COM |
| FLEX LTD | 948159 | 57287767 | ORD |
| NEXTPOWER INC | 631726 | 55029652 | CLASS A COM |
| SOLAREDGE TECHNOLOGIES INC | 1623822 | 46847264 | COM |
| ENOVIX CORPORATION | 6054051 | 44255112 | COM |
| UNITED AIRLS HLDGS INC | 391337 | 43759303 | COM |
| CATERPILLAR INC | 74761 | 42828334 | COM |
| BOEING CO | 181481 | 39403155 | COM |
| CARVANA CO | 90864 | 38346425 | CL A |
| PG&E CORP | 2367959 | 38053101 | COM |
| KEYSIGHT TECHNOLOGIES INC | 161004 | 32714403 | COM |
| COGNEX CORP | 852984 | 30690365 | COM |
| ARRAY TECHNOLOGIES INC | 2640417 | 24344645 | COM SHS |
| T1 ENERGY INC | 3500021 | 23380140 | COM NEW |
| EDISON INTL | 344603 | 20683072 | COM |
| SIGMA LITHIUM CORPORATION | 1112845 | 14678426 | COM |
| GE VERNOVA INC | 15859 | 10364968 | COM |
| VERTIV HOLDINGS CO | 26789 | 4340086 | COM CL A |
| OPAL FUELS INC | 1800000 | 4239000 | CLASS A COM |
| GDS HLDGS LTD | 105448 | 3680135 | SPONSORED ADS |
| SHOALS TECHNOLOGIES GROUP IN | 301216 | 2560336 | CL A |
| HESAI GROUP | 60319 | 1351145 | SPONSORED ADS |
| WERIDE INC | 133094 | 1155256 | SPONSORED ADS |
| FTC SOLAR INC | 89724 | 978889 | COM NEW |
| PONY AI INC | 50076 | 726102 | SPONSORED ADS |
| EHANG HLDGS LTD | 33977 | 447816 | ADS |
| SES AI CORPORATION | 239752 | 40758 | *W EXP 12/10/202 |
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