The Analysis of Electron Capital Partners, LLC's Holdings
Currently, Electron Capital Partners, LLC holds 37 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in ETR (+1.1M shares, valued at $97.9M), UAL (+589.0K shares, valued at $56.8M), NXT (+539.7K shares, valued at $39.9M); decreased their positions in APD (-330.4K shares, valued at $90.1M), JCI (-283.1K shares, valued at $31.1M), ZBRA (-55.6K shares, valued at $16.5M); initiated new positions in UAL (+589.0K shares, valued at $56.8M), BWA (+723.8K shares, valued at $31.8M), MBLY (+1.3M shares, valued at $18.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CEG CONSTELLATION ENERGY CORP583.3K shares-4.76%2025-09-302025-11-14
MTZ MASTEC INC819.1K shares9.60%2025-09-302025-11-14 NEE NEXTERA ENERGY INC2.0M shares21.22%2025-09-302025-11-14 ETR ENTERGY CORP NEW1.5M shares214.56%2025-09-302025-11-14 XEL XCEL ENERGY INC1.7M shares-2.73%2025-09-302025-11-14 MMM 3M CO797.3K shares-8.97%2025-09-302025-11-14 GEV GE VERNOVA INC194.5K shares1.72%2025-09-302025-11-14 JCI JOHNSON CTLS INTL PLC1.1M shares-20.92%2025-09-302025-11-14 PWR QUANTA SVCS INC238.7K shares3.18%2025-09-302025-11-14 PPL PPL CORP2.2M shares4.38%2025-09-302025-11-14 ENVX ENOVIX CORPORATION8.0M shares13.76%2025-09-302025-11-14 EOSE EOS ENERGY ENTERPRISES INC6.6M shares-5.51%2025-09-302025-11-14 BA BOEING CO344.5K shares0.50%2025-09-302025-11-14 EXC EXELON CORP1.6M shares4.42%2025-09-302025-11-14 SEDG SOLAREDGE TECHNOLOGIES INC1.7M shares107.80%2025-09-302025-11-14 CGNX COGNEX CORP1.4M shares3.61%2025-09-302025-11-14 UAL UNITED AIRLS HLDGS INC589.0K sharesnew addition2025-09-302025-11-14 ULS UL SOLUTIONS INC786.3K shares25.76%2025-09-302025-11-14 NXT NEXTRACKER INC566.4K shares2017.68%2025-09-302025-11-14 ZBRA ZEBRA TECHNOLOGIES CORPORATI140.7K shares-28.32%2025-09-302025-11-14 APD AIR PRODS & CHEMS INC139.3K shares-70.34%2025-09-302025-11-14 EIX EDISON INTL669.3K shares3.84%2025-09-302025-11-14 BWA BORGWARNER INC723.8K sharesnew addition2025-09-302025-11-14 ARRY ARRAY TECHNOLOGIES INC3.8M shares0.78%2025-09-302025-11-14 PCG PG&E CORP2.0M shares3.77%2025-09-302025-11-14 CE CELANESE CORP DEL564.7K shares7.51%2025-09-302025-11-14 MBLY MOBILEYE GLOBAL INC1.3M sharesnew addition2025-09-302025-11-14 PLUG PLUG POWER INC4.6M sharesnew addition2025-09-302025-11-14 SGML SIGMA LITHIUM CORPORATION1.1M shares4.20%2025-09-302025-11-14 VRT VERTIV HOLDINGS CO28.3K shares-0.23%2025-09-302025-11-14 OPAL OPAL FUELS INC1.8M shares0.00%2025-09-302025-11-14 GDS GDS HLDGS LTD69.3K shares-0.23%2025-09-302025-11-14 SHLS SHOALS TECHNOLOGIES GROUP IN317.7K shares-83.93%2025-09-302025-11-14 HSAI HESAI GROUP63.6K shares-0.23%2025-09-302025-11-14 WRD WERIDE INC140.4K sharesnew addition2025-09-302025-11-14 EH EHANG HLDGS LTD35.8K shares-0.23%2025-09-302025-11-14 SES.WS SES AI CORPORATION239.8K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available