Electron Capital Partners, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Electron Capital Partners, LLC disclosed 37 US equity positions worth $2.2bn in its Q3 2025 13F filing. The largest position was CEG at 8.7% of the reported book, followed by MTZ and NEE. Against the Q2 2025 filing, it opened 5 new positions, added to 17 and reduced 8 among the top 37 holdings.
What did Electron Capital Partners, LLC own in Q3 2025? Top 37 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CEG CONSTELLATION ENERGY CORP | Utilities | 8.7% | $191.9m | 583,282 | -5% | reduced |
| 2 | MTZ MASTEC INC | Industrials | 7.9% | $174.3m | 819,091 | 10% | added |
| 3 | NEE NEXTERA ENERGY INC | Utilities | 6.7% | $148.5m | 1,967,208 | 21% | added |
| 4 | ETR ENTERGY CORP NEW | Utilities | 6.5% | $143.5m | 1,539,709 | 215% | added |
| 5 | XEL XCEL ENERGY INC | Utilities | 6.1% | $135.6m | 1,680,811 | -3% | reduced |
| 6 | MMM 3M CO | Industrials | 5.6% | $123.7m | 797,297 | -9% | reduced |
| 7 | GEV GE VERNOVA INC | Industrials | 5.4% | $119.6m | 194,548 | 2% | added |
| 8 | JCI JOHNSON CTLS INTL PLC | Industrials | 5.3% | $117.7m | 1,070,106 | -21% | reduced |
| 9 | PWR QUANTA SVCS INC | Industrials | 4.5% | $98.9m | 238,728 | 3% | added |
| 10 | PPL PPL CORP | Utilities | 3.8% | $83.1m | 2,235,659 | 4% | added |
| 11 | ENVX ENOVIX CORPORATION | Industrials | 3.6% | $80.1m | 8,038,396 | 14% | added |
| 12 | EOSE EOS ENERGY ENTERPRISES INC | Industrials | 3.4% | $75.1m | 6,594,701 | -6% | reduced |
| 13 | BA BOEING CO | Industrials | 3.4% | $74.4m | 344,523 | 0% | held |
| 14 | EXC EXELON CORP | Utilities | 3.3% | $73.7m | 1,636,839 | 4% | added |
| 15 | SEDG SOLAREDGE TECHNOLOGIES INC | Technology | 2.9% | $64.1m | 1,732,566 | 108% | added |
| 16 | CGNX COGNEX CORP | Technology | 2.8% | $62.8m | 1,385,942 | 4% | added |
| 17 | UAL UNITED AIRLS HLDGS INC | Industrials | 2.6% | $56.8m | 588,989 | – | new |
| 18 | ULS UL SOLUTIONS INC | Industrials | 2.5% | $55.7m | 786,323 | 26% | added |
| 19 | NXT NEXTRACKER INC | Technology | 1.9% | $41.9m | 566,415 | 2018% | added |
| 20 | ZBRA ZEBRA TECHNOLOGIES CORPORATI | Technology | 1.9% | $41.8m | 140,701 | -28% | reduced |
| 21 | APD AIR PRODS & CHEMS INC | Basic Materials | 1.7% | $38.0m | 139,324 | -70% | reduced |
| 22 | EIX EDISON INTL | Utilities | 1.7% | $37.0m | 669,296 | 4% | added |
| 23 | BWA BORGWARNER INC | Consumer Cyclical | 1.4% | $31.8m | 723,835 | – | new |
| 24 | ARRY ARRAY TECHNOLOGIES INC | Technology | 1.4% | $30.8m | 3,783,147 | 1% | added |
| 25 | PCG PG&E CORP | Utilities | 1.4% | $30.0m | 1,990,264 | 4% | added |
| 26 | CE CELANESE CORP DEL | Basic Materials | 1.1% | $23.8m | 564,662 | 8% | added |
| 27 | MBLY MOBILEYE GLOBAL INC | Consumer Cyclical | 0.8% | $18.1m | 1,278,362 | – | new |
| 28 | PLUG PLUG POWER INC | Industrials | 0.5% | $10.7m | 4,576,398 | – | new |
| 29 | SGML SIGMA LITHIUM CORPORATION | Basic Materials | 0.3% | $7.1m | 1,112,845 | 4% | added |
| 30 | VRT VERTIV HOLDINGS CO | Industrials | 0.2% | $4.3m | 28,254 | -0% | held |
| 31 | OPAL OPAL FUELS INC | 0.2% | $4.0m | 1,800,000 | 0% | held | |
| 32 | GDS GDS HLDGS LTD | Technology | 0.1% | $2.7m | 69,282 | -0% | held |
| 33 | SHLS SHOALS TECHNOLOGIES GROUP IN | Technology | 0.1% | $2.4m | 317,691 | -84% | reduced |
| 34 | HSAI HESAI GROUP | 0.1% | $1.8m | 63,618 | -0% | held | |
| 35 | WRD WERIDE INC | Technology | 0.1% | $1.4m | 140,373 | – | new |
| 36 | EH EHANG HLDGS LTD | 0.0% | $665.5k | 35,835 | -0% | held | |
| 37 | SES AI CORPORATION | 0.0% | $41.8k | 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.