Electron Capital Partners, LLC Portfolio Holdings by Sector
Electron Capital Partners, LLC
- $1.87 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Utilities—Regulated Electric | Utilities
PPL PCG EIX ETR NEE XEL EBR 7 stocks |
$474,679
25.45% of portfolio
|
5
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
MTZ PWR 2 stocks |
$261,943
14.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG FLNC 2 stocks |
$259,195
13.9% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
XLI SPY 2 stocks |
$195,328
10.47% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$137,787
7.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX EOSE VRT BE NVT 5 stocks |
$111,505
5.98% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
JCI CARR 2 stocks |
$105,404
5.65% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Solar | Technology
ENPH NOVA ARRY FSLR RUN SHLS MAXN 7 stocks |
$104,053
5.58% of portfolio
|
6
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
HRI 1 stocks |
$54,150
2.9% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
EMN 1 stocks |
$35,326
1.89% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
AES 1 stocks |
$33,926
1.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER 1 stocks |
$33,284
1.78% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
SGML 1 stocks |
$17,575
0.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
LI XPEV NIO 3 stocks |
$16,357
0.88% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
APTV 1 stocks |
$14,633
0.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
OPAL 1 stocks |
$6,570
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN EMR 2 stocks |
$3,341
0.18% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
STEM 1 stocks |
$44
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|