Electron Capital Partners, LLC Portfolio Holdings by Sector
Electron Capital Partners, LLC
- $1.72 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Utilities—Regulated Electric | Utilities
XEL NEE PPL EXC ETR EIX PCG 7 stocks |
$471,665
27.45% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
MTZ PWR 2 stocks |
$214,840
12.5% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$197,661
11.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
JCI 1 stocks |
$142,929
8.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$133,345
7.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$132,477
7.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX EOSE VRT 3 stocks |
$111,253
6.48% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA EH 2 stocks |
$72,454
4.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
ZBRA 1 stocks |
$60,530
3.52% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Solar | Technology
ARRY SEDG SHLS 3 stocks |
$47,555
2.77% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
CGNX 1 stocks |
$42,428
2.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$30,191
1.76% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
CE 1 stocks |
$29,061
1.69% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
HTZ HRI 2 stocks |
$13,907
0.81% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CANG 1 stocks |
$6,526
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
SGML 1 stocks |
$4,805
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
OPAL 1 stocks |
$4,356
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
GDS 1 stocks |
$2,122
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|