Electron Capital Partners, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Electron Capital Partners, LLC disclosed 40 US equity positions worth $2.2bn in its Q4 2025 13F filing. The largest position was CEG at 9.5% of the reported book, followed by MTZ and XEL. Against the Q3 2025 filing, it opened 10 new positions, added to 8 and reduced 19 among the top 40 holdings.
What did Electron Capital Partners, LLC own in Q4 2025? Top 40 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CEG CONSTELLATION ENERGY CORP | Utilities | 9.5% | $205.0m | 580,265 | -1% | reduced |
| 2 | MTZ MASTEC INC | Industrials | 8.1% | $174.8m | 804,303 | -2% | reduced |
| 3 | XEL XCEL ENERGY INC | Utilities | 6.6% | $143.0m | 1,936,695 | 15% | added |
| 4 | NEE NEXTERA ENERGY INC | Utilities | 6.6% | $141.9m | 1,767,427 | -10% | reduced |
| 5 | JCI JOHNSON CTLS INTL PLC | Industrials | 6.3% | $136.5m | 1,139,591 | 6% | added |
| 6 | ETR ENTERGY CORP NEW | Utilities | 6.2% | $133.1m | 1,440,084 | -6% | reduced |
| 7 | MMM 3M CO | Industrials | 6.0% | $128.3m | 801,662 | 1% | added |
| 8 | COHR COHERENT CORP | Technology | 4.3% | $92.3m | 500,145 | – | new |
| 9 | PWR QUANTA SVCS INC | Industrials | 3.5% | $75.8m | 179,642 | -25% | reduced |
| 10 | EXC EXELON CORP | Utilities | 3.3% | $71.7m | 1,645,168 | 1% | added |
| 11 | EOSE EOS ENERGY ENTERPRISES INC | Industrials | 3.3% | $70.2m | 6,121,896 | -7% | reduced |
| 12 | ULS UL SOLUTIONS INC | Industrials | 3.1% | $67.5m | 855,439 | 9% | added |
| 13 | FE FIRSTENERGY CORP | Utilities | 3.1% | $65.9m | 1,472,177 | – | new |
| 14 | WMB WILLIAMS COS INC | Energy | 3.0% | $65.3m | 1,085,885 | – | new |
| 15 | FLEX FLEX LTD | Technology | 2.7% | $57.3m | 948,159 | – | new |
| 16 | NXT NEXTPOWER INC | Technology | 2.6% | $55.0m | 631,726 | 12% | added |
| 17 | SEDG SOLAREDGE TECHNOLOGIES INC | Technology | 2.2% | $46.8m | 1,623,822 | -6% | reduced |
| 18 | ENVX ENOVIX CORPORATION | Industrials | 2.1% | $44.3m | 6,054,051 | -25% | reduced |
| 19 | UAL UNITED AIRLS HLDGS INC | Industrials | 2.0% | $43.8m | 391,337 | -34% | reduced |
| 20 | CAT CATERPILLAR INC | Industrials | 2.0% | $42.8m | 74,761 | – | new |
| 21 | BA BOEING CO | Industrials | 1.8% | $39.4m | 181,481 | -47% | reduced |
| 22 | CVNA CARVANA CO | Consumer Cyclical | 1.8% | $38.3m | 90,864 | – | new |
| 23 | PCG PG&E CORP | Utilities | 1.8% | $38.1m | 2,367,959 | 19% | added |
| 24 | KEYS KEYSIGHT TECHNOLOGIES INC | Technology | 1.5% | $32.7m | 161,004 | – | new |
| 25 | CGNX COGNEX CORP | Technology | 1.4% | $30.7m | 852,984 | -38% | reduced |
| 26 | ARRY ARRAY TECHNOLOGIES INC | Technology | 1.1% | $24.3m | 2,640,417 | -30% | reduced |
| 27 | TE T1 ENERGY INC | Industrials | 1.1% | $23.4m | 3,500,021 | – | new |
| 28 | EIX EDISON INTL | Utilities | 1.0% | $20.7m | 344,603 | -49% | reduced |
| 29 | SGML SIGMA LITHIUM CORPORATION | Basic Materials | 0.7% | $14.7m | 1,112,845 | 0% | held |
| 30 | GEV GE VERNOVA INC | Industrials | 0.5% | $10.4m | 15,859 | -92% | reduced |
| 31 | VRT VERTIV HOLDINGS CO | Industrials | 0.2% | $4.3m | 26,789 | -5% | reduced |
| 32 | OPAL OPAL FUELS INC | 0.2% | $4.2m | 1,800,000 | 0% | held | |
| 33 | GDS GDS HLDGS LTD | Technology | 0.2% | $3.7m | 105,448 | 52% | added |
| 34 | SHLS SHOALS TECHNOLOGIES GROUP IN | Technology | 0.1% | $2.6m | 301,216 | -5% | reduced |
| 35 | HSAI HESAI GROUP | 0.1% | $1.4m | 60,319 | -5% | reduced | |
| 36 | WRD WERIDE INC | Technology | 0.1% | $1.2m | 133,094 | -5% | reduced |
| 37 | FTCI FTC SOLAR INC | 0.0% | $978.9k | 89,724 | – | new | |
| 38 | PONY PONY AI INC | Technology | 0.0% | $726.1k | 50,076 | – | new |
| 39 | EH EHANG HLDGS LTD | 0.0% | $447.8k | 33,977 | -5% | reduced | |
| 40 | SES AI CORPORATION | 0.0% | $40.8k | 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.