Electron Capital Partners, LLC Portfolio Holdings by Sector
Electron Capital Partners, LLC
- $1.44 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Utilities—Regulated Electric | Utilities
XEL EXC NEE ETR PPL PCG EIX 7 stocks |
$470,217
32.59% of portfolio
|
3
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY TLT 2 stocks |
$206,167
14.29% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
1
Puts
|
|
Engineering & Construction | Industrials
MTZ PWR 2 stocks |
$149,023
10.33% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$143,171
9.92% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG FLNC 2 stocks |
$142,675
9.89% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$91,917
6.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX EOSE VRT 3 stocks |
$70,593
4.89% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
JCI 1 stocks |
$62,564
4.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
LI GM 2 stocks |
$44,898
3.11% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Solar | Technology
ARRY RUN SHLS 3 stocks |
$19,051
1.32% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
SGML 1 stocks |
$11,059
0.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
CGNX 1 stocks |
$10,322
0.72% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA EH 2 stocks |
$9,172
0.64% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CANG 1 stocks |
$5,077
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
OPAL 1 stocks |
$3,312
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
GDS 1 stocks |
$1,762
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
HRI 1 stocks |
$1,618
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
STEM 1 stocks |
$57
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|