Electron Capital Partners, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Electron Capital Partners, LLC disclosed 37 US equity positions worth $1.4bn in its Q1 2025 13F filing. The largest position was MMM at 10.3% of the reported book, followed by CEG and XEL. Against the Q4 2024 filing, it opened 7 new positions, added to 10 and reduced 16 among the top 37 holdings.
What did Electron Capital Partners, LLC own in Q1 2025? Top 37 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | MMM 3M CO | Industrials | 10.3% | $143.2m | 974,887 | -6% | reduced |
| 2 | CEG CONSTELLATION ENERGY CORP | Utilities | 10.0% | $139.9m | 693,983 | -11% | reduced |
| 3 | XEL XCEL ENERGY INC | Utilities | 9.7% | $136.0m | 1,921,636 | 94% | added |
| 4 | EXC EXELON CORP | Utilities | 8.4% | $117.3m | 2,545,014 | – | new |
| 5 | APD AIR PRODS & CHEMS INC | Basic Materials | 6.6% | $91.9m | 311,668 | 251% | added |
| 6 | MTZ MASTEC INC | Industrials | 6.1% | $85.5m | 732,829 | -29% | reduced |
| 7 | GEV GE VERNOVA INC | Industrials | 5.7% | $80.0m | 261,965 | -52% | reduced |
| 8 | TLT ISHARES TR | 5.6% | $78.1m | 857,600 | – | new | |
| 9 | PWR QUANTA SVCS INC | Industrials | 4.5% | $63.5m | 249,807 | -29% | reduced |
| 10 | NEE NEXTERA ENERGY INC | Utilities | 4.5% | $63.4m | 894,782 | 2% | added |
| 11 | JCI JOHNSON CTLS INTL PLC | Industrials | 4.5% | $62.6m | 780,983 | 4% | added |
| 12 | ETR ENTERGY CORP NEW | Utilities | 3.9% | $54.5m | 637,189 | -37% | reduced |
| 13 | ENVX ENOVIX CORPORATION | Industrials | 3.5% | $49.3m | 6,712,763 | 19% | added |
| 14 | PPL PPL CORP | Utilities | 2.7% | $37.3m | 1,033,504 | -56% | reduced |
| 15 | PCG PG&E CORP | Utilities | 2.6% | $36.1m | 2,100,546 | -55% | reduced |
| 16 | EIX EDISON INTL | Utilities | 1.8% | $25.6m | 434,517 | -62% | reduced |
| 17 | LI LI AUTO INC | Consumer Cyclical | 1.8% | $24.7m | 978,500 | – | new |
| 18 | GM GENERAL MTRS CO | Consumer Cyclical | 1.4% | $20.2m | 430,364 | – | new |
| 19 | EOSE EOS ENERGY ENTERPRISES INC | Industrials | 1.4% | $18.9m | 4,990,278 | -13% | reduced |
| 20 | ARRY ARRAY TECHNOLOGIES INC | Technology | 1.3% | $18.3m | 3,750,351 | 45% | added |
| 21 | SGML SIGMA LITHIUM CORPORATION | Basic Materials | 0.8% | $11.1m | 1,063,390 | -14% | reduced |
| 22 | CGNX COGNEX CORP | Technology | 0.7% | $10.3m | 346,041 | – | new |
| 23 | BA BOEING CO | Industrials | 0.6% | $8.4m | 49,372 | -77% | reduced |
| 24 | CANG CANGO INC | 0.4% | $5.1m | 1,339,700 | 0% | held | |
| 25 | OPAL OPAL FUELS INC | 0.2% | $3.3m | 1,800,000 | 0% | held | |
| 26 | FLNC FLUENCE ENERGY INC | Utilities | 0.2% | $2.7m | 566,709 | -55% | reduced |
| 27 | VRT VERTIV HOLDINGS CO | Industrials | 0.1% | $2.0m | 28,384 | 34% | added |
| 28 | GDS GDS HLDGS LTD | Technology | 0.1% | $1.8m | 69,601 | – | new |
| 29 | HRI HERC HLDGS INC | Industrials | 0.1% | $1.6m | 12,055 | -96% | reduced |
| 30 | NXT NEXTRACKER INC | Technology | 0.1% | $1.1m | 26,807 | -2% | reduced |
| 31 | HSAI HESAI GROUP | 0.1% | $945.9k | 63,911 | – | new | |
| 32 | EH EHANG HLDGS LTD | 0.1% | $752.0k | 36,000 | 34% | added | |
| 33 | RUN SUNRUN INC | Technology | 0.0% | $426.5k | 72,775 | -2% | reduced |
| 34 | SHLS SHOALS TECHNOLOGIES GROUP IN | Technology | 0.0% | $361.3k | 108,838 | 20% | added |
| 35 | STEM STEM INC | Utilities | 0.0% | $57.2k | 163,390 | 25% | added |
| 36 | SES AI CORPORATION | 0.0% | $13.3k | 239,752 | 0% | held | |
| 37 | WALLBOX NV | 0.0% | $822 | 24,557 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.