Electron Capital Partners, LLC Portfolio Holdings

Electron Capital Partners, LLC

  • $1.98 Billion
  • Q3 2025

Electron Capital Partners, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.98 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Constellation Energy Corp with a value of $192M, Mastec Inc with a value of $174M, Nextera Energy Inc with a value of $149M, Entergy Corp with a value of $143M, and Xcel Energy Inc with a value of $136M.

Examining the 13F form we can see an increase of $265M in the current position value, from $1.72B to 1.98B.

Electron Capital Partners, LLC is based out at New York, NY

Below you can find more details about Electron Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.98 Billion
Utilities: $847 Million
Industrials: $812 Million
Technology: $205 Million
Basic Materials: $68.9 Million
Consumer Cyclical: $31.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$111B
$192 Million 9.68% of portfolio
583,282
Q3 2025 Reduced 4.76%
$15B
$174 Million 8.79% of portfolio
819,091
Q3 2025 Added 9.6%
$168B
$149 Million 7.49% of portfolio
1,967,208
Q3 2025 Added 21.22%
$19.3B
$143 Million 7.24% of portfolio
1,539,709
Q3 2025 Added 214.56%
$44.1B
$136 Million 6.84% of portfolio
1,680,811
Q3 2025 Reduced 2.73%
$91.4B
$124 Million 6.24% of portfolio
797,297
Q3 2025 Reduced 8.97%
$81.8B
$118 Million 5.93% of portfolio
1,070,106
Q3 2025 Reduced 20.92%
$61.4B
$98.9 Million 4.99% of portfolio
238,728
Q3 2025 Added 3.18%
$27.1B
$83.1 Million 4.19% of portfolio
2,235,659
Q3 2025 Added 4.38%
$1.26B
$80.1 Million 4.04% of portfolio
8,038,396
Q3 2025 Added 13.76%
$114B
$74.4 Million 3.75% of portfolio
344,523
Q3 2025 Added 0.5%
$45.6B
$73.7 Million 3.72% of portfolio
1,636,839
Q3 2025 Added 4.42%
$874M
$72.7 Million 3.67% of portfolio
6,594,701
Q3 2025 Reduced 5.51%
$2.01B
$64.1 Million 3.23% of portfolio
1,732,566
Q3 2025 Added 107.8%
$6.38B
$62.8 Million 3.17% of portfolio
1,385,942
Q3 2025 Added 3.61%
$31.1B
$56.8 Million 2.87% of portfolio
588,989
Q3 2025 New
$57.5B
$38 Million 1.92% of portfolio
139,324
Q3 2025 Reduced 70.34%
$22.4B
$37 Million 1.87% of portfolio
669,296
Q3 2025 Added 3.84%
$10.5B
$31.8 Million 1.6% of portfolio
723,835
Q3 2025 New
$1.23B
$30.8 Million 1.55% of portfolio
3,783,147
Q3 2025 Added 0.78%
$32.8B
$30 Million 1.51% of portfolio
1,990,264
Q3 2025 Added 3.77%
$4.22B
$23.8 Million 1.2% of portfolio
564,662
Q3 2025 Added 7.51%
$0
$18.1 Million 0.91% of portfolio
1,278,362
Q3 2025 New
$1.3B
$10.7 Million 0.54% of portfolio
4,576,398
Q3 2025 New
$610M
$7.13 Million 0.36% of portfolio
1,112,845
Q3 2025 Added 4.2%
$59.9M
$3.96 Million 0.2% of portfolio
1,800,000
Q2 2024 Added 11,911.21%
$5.65B
$2.68 Million 0.14% of portfolio
69,282
Q3 2025 Reduced 0.23%
$32.7B
$2.45 Million 0.12% of portfolio
28,254
Q3 2025 Reduced 0.23%
$946M
$2.35 Million 0.12% of portfolio
317,691
Q3 2025 Reduced 83.93%
$866M
$665,000 0.03% of portfolio
35,835
Q3 2025 Reduced 0.23%
Weride Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Hesai Group
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.23%
Ul Solutions Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 25.76%
-
$0 0.0% of portfolio
-
Q2 2024 Added 4,309.64%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.72%
Nextracker Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 2,017.68%

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $1.98 Billion
  • Prior Value $1.72 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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