The Analysis of Electron Capital Partners, LLC's Holdings
Currently, Electron Capital Partners, LLC holds 40 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in CEG (+5.2M shares, valued at $184.4M), N/A (+500.1K shares, valued at $92.3M), FE (+1.5M shares, valued at $65.9M); decreased their positions in GEV (-178.7K shares, valued at $116.8M), BA (-163.0K shares, valued at $35.4M), PWR (-59.1K shares, valued at $24.9M); initiated new positions in N/A (+500.1K shares, valued at $92.3M), FE (+1.5M shares, valued at $65.9M), WMB (+1.1M shares, valued at $65.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CEG CONSTELLATION ENERGY CORP5.8M shares894.83%2025-12-312026-02-17
MTZ MASTEC INC804.3K shares-1.81%2025-12-312026-02-17 XEL XCEL ENERGY INC1.9M shares15.22%2025-12-312026-02-17 NEE NEXTERA ENERGY INC1.8M shares-10.16%2025-12-312026-02-17 JCI JOHNSON CTLS INTL PLC1.1M shares6.49%2025-12-312026-02-17 ETR ENTERGY CORP NEW1.4M shares-6.47%2025-12-312026-02-17 MMM 3M CO801.7K shares0.55%2025-12-312026-02-17 COHERENT CORP COHERENT CORP500.1K sharesnew addition2025-12-312026-02-17 PWR QUANTA SVCS INC179.6K shares-24.75%2025-12-312026-02-17 EXC EXELON CORP1.6M shares0.51%2025-12-312026-02-17 EOSE EOS ENERGY ENTERPRISES INC6.1M shares-7.17%2025-12-312026-02-17 ULS UL SOLUTIONS INC855.4K shares8.79%2025-12-312026-02-17 FE FIRSTENERGY CORP1.5M sharesnew addition2025-12-312026-02-17 WMB WILLIAMS COS INC1.1M sharesnew addition2025-12-312026-02-17 FLEX FLEX LTD948.2K sharesnew addition2025-12-312026-02-17 NXT NEXTPOWER INC631.7K shares11.53%2025-12-312026-02-17 SEDG SOLAREDGE TECHNOLOGIES INC1.6M shares-6.28%2025-12-312026-02-17 ENVX ENOVIX CORPORATION6.1M shares-24.69%2025-12-312026-02-17 UAL UNITED AIRLS HLDGS INC391.3K shares-33.56%2025-12-312026-02-17 CAT CATERPILLAR INC74.8K sharesnew addition2025-12-312026-02-17 BA BOEING CO181.5K shares-47.32%2025-12-312026-02-17 CVNA CARVANA CO90.9K sharesnew addition2025-12-312026-02-17 PCG PG&E CORP2.4M shares18.98%2025-12-312026-02-17 KEYS KEYSIGHT TECHNOLOGIES INC161.0K sharesnew addition2025-12-312026-02-17 CGNX COGNEX CORP853.0K shares-38.45%2025-12-312026-02-17 ARRY ARRAY TECHNOLOGIES INC2.6M shares-30.21%2025-12-312026-02-17 TE T1 ENERGY INC3.5M sharesnew addition2025-12-312026-02-17 EIX EDISON INTL344.6K shares-48.51%2025-12-312026-02-17 SGML SIGMA LITHIUM CORPORATION1.1M shares0.00%2025-12-312026-02-17 GEV GE VERNOVA INC15.9K shares-91.85%2025-12-312026-02-17 VRT VERTIV HOLDINGS CO26.8K shares-5.19%2025-12-312026-02-17 OPAL OPAL FUELS INC1.8M shares0.00%2025-12-312026-02-17 GDS GDS HLDGS LTD105.4K shares52.20%2025-12-312026-02-17 SHLS SHOALS TECHNOLOGIES GROUP IN301.2K shares-5.19%2025-12-312026-02-17 HSAI HESAI GROUP60.3K shares-5.19%2025-12-312026-02-17 WRD WERIDE INC133.1K shares-5.19%2025-12-312026-02-17 FTCI FTC SOLAR INC89.7K sharesnew addition2025-12-312026-02-17 PONY PONY AI INC50.1K sharesnew addition2025-12-312026-02-17 EH EHANG HLDGS LTD34.0K shares-5.18%2025-12-312026-02-17 SES.WS SES AI CORPORATION239.8K shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available