Electron Capital Partners, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Electron Capital Partners, LLC disclosed 36 US equity positions worth $1.9bn in its Q2 2025 13F filing. The largest position was CEG at 10.6% of the reported book, followed by JCI and MMM. Against the Q1 2025 filing, it opened 6 new positions, added to 11 and reduced 8 among the top 36 holdings.
What did Electron Capital Partners, LLC own in Q2 2025? Top 36 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CEG CONSTELLATION ENERGY CORP | Utilities | 10.6% | $197.7m | 612,409 | -12% | reduced |
| 2 | JCI JOHNSON CTLS INTL PLC | Industrials | 7.6% | $142.9m | 1,353,241 | 73% | added |
| 3 | MMM 3M CO | Industrials | 7.1% | $133.3m | 875,888 | -10% | reduced |
| 4 | APD AIR PRODS & CHEMS INC | Basic Materials | 7.1% | $132.5m | 469,679 | 51% | added |
| 5 | MTZ MASTEC INC | Industrials | 6.8% | $127.4m | 747,333 | 2% | added |
| 6 | XEL XCEL ENERGY INC | Utilities | 6.3% | $117.7m | 1,728,063 | -10% | reduced |
| 7 | NEE NEXTERA ENERGY INC | Utilities | 6.0% | $112.7m | 1,622,818 | 81% | added |
| 8 | GEV GE VERNOVA INC | Industrials | 5.4% | $101.2m | 191,267 | -27% | reduced |
| 9 | PWR QUANTA SVCS INC | Industrials | 4.7% | $87.5m | 231,363 | -7% | reduced |
| 10 | ENVX ENOVIX CORPORATION | Industrials | 3.9% | $73.1m | 7,066,293 | 5% | added |
| 11 | PPL PPL CORP | Utilities | 3.9% | $72.6m | 2,141,754 | 107% | added |
| 12 | BA BOEING CO | Industrials | 3.8% | $71.8m | 342,823 | 594% | added |
| 13 | EXC EXELON CORP | Utilities | 3.6% | $68.1m | 1,567,565 | -38% | reduced |
| 14 | ZBRA ZEBRA TECHNOLOGIES CORPORATI | Technology | 3.2% | $60.5m | 196,298 | – | new |
| 15 | ULS UL SOLUTIONS INC | Industrials | 2.4% | $45.6m | 625,281 | – | new |
| 16 | CGNX COGNEX CORP | Technology | 2.3% | $42.4m | 1,337,608 | 287% | added |
| 17 | ETR ENTERGY CORP NEW | Utilities | 2.2% | $40.7m | 489,476 | -23% | reduced |
| 18 | EOSE EOS ENERGY ENTERPRISES INC | Industrials | 1.9% | $35.7m | 6,979,422 | 40% | added |
| 19 | EIX EDISON INTL | Utilities | 1.8% | $33.3m | 644,573 | 48% | added |
| 20 | NRG NRG ENERGY INC | Utilities | 1.6% | $30.2m | 188,016 | – | new |
| 21 | CE CELANESE CORP DEL | Basic Materials | 1.6% | $29.1m | 525,240 | – | new |
| 22 | PCG PG&E CORP | Utilities | 1.4% | $26.7m | 1,918,031 | -9% | reduced |
| 23 | ARRY ARRAY TECHNOLOGIES INC | Technology | 1.2% | $22.1m | 3,753,862 | 0% | held |
| 24 | SEDG SOLAREDGE TECHNOLOGIES INC | Technology | 0.9% | $17.0m | 833,764 | – | new |
| 25 | HTZ HERTZ GLOBAL HLDGS INC | Industrials | 0.7% | $12.3m | 1,804,433 | – | new |
| 26 | SHLS SHOALS TECHNOLOGIES GROUP IN | Technology | 0.4% | $8.4m | 1,976,633 | 1716% | added |
| 27 | CANG CANGO INC | 0.3% | $6.5m | 1,345,741 | 0% | held | |
| 28 | SGML SIGMA LITHIUM CORPORATION | Basic Materials | 0.3% | $4.8m | 1,067,947 | 0% | held |
| 29 | OPAL OPAL FUELS INC | 0.2% | $4.4m | 1,800,000 | 0% | held | |
| 30 | VRT VERTIV HOLDINGS CO | Industrials | 0.2% | $3.6m | 28,320 | -0% | held |
| 31 | GDS GDS HLDGS LTD | Technology | 0.1% | $2.1m | 69,444 | -0% | held |
| 32 | HRI HERC HLDGS INC | Industrials | 0.1% | $1.6m | 12,028 | -0% | held |
| 33 | NXT NEXTRACKER INC | Technology | 0.1% | $1.5m | 26,747 | -0% | held |
| 34 | HSAI HESAI GROUP | 0.1% | $1.4m | 63,767 | -0% | held | |
| 35 | EH EHANG HLDGS LTD | 0.0% | $623.6k | 35,919 | -0% | held | |
| 36 | SES AI CORPORATION | 0.0% | $25.9k | 239,752 | 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.