13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001586986
Total reported value
$2.5B
$2.5B
46 檔
37.3%
In Q1 2024, Electron Capital Partners, LLC's U.S. equity holdings reached a combined market value of $2.5B, distributed across 46 disclosed stock positions.
During Q1 2024, Electron Capital Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GE | General Electric | Stock-Industrials | 10.54% | — | +75.90% | |
| 2 | CEG | Constellation Energy | Stock-Utilities | 8.52% | -3.09% | -4.84% | |
| 3 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 8.35% | +0.10% | -12.37% | |
| 4 | MTZ | Mastec Inc | Stock-Industrials | 7.03% | +1.32% | -0.30% | |
| 5 | CRH | CRH plc | Stock-Materials | 6.56% | — | -7.09% | |
| 6 | PWR | Quanta Services Inc | Stock-Industrials | 6.03% | +0.07% | -4.61% | |
| 7 | VST | Vistra CORP | Stock-Utilities | 4.71% | — | -27.61% | |
| 8 | AES | Aes CORP | Stock-Utilities | 4.63% | -0.88% | EXIT | |
| 9 | EIX | Edison International | Stock-Utilities | 3.51% | +0.09% | -13.26% | |
| 10 | HRI | Herc Holdings Inc | Stock-Other | 3.45% | — | -22.84% | |
| 11 | PPL | Ppl CORP | Stock-Utilities | 3.03% | — | -48.60% | |
| 12 | PCG | P G & E CORP | Stock-Utilities | 3.03% | +0.08% | -13.89% | |
| 13 | UBER | Uber Technologies Inc | Stock-Industrials | 2.72% | — | -6.77% | |
| 14 | ES | Eversource Energy | Stock-Utilities | 2.47% | +1.46% | NEW | |
| 15 | ARRY | Array Technologies Inc | Stock-Other | 2.28% | +0.01% | -57.38% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.26% | +1.25% | — | |
| 17 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.05% | — | +76.62% | |
| 18 | EQIX | Equinix Inc | Stock-Real Estate | 2.02% | — | +78.07% | |
| 19 | ENVX | Enovix CORP | Stock-Other | 1.97% | +0.22% | +73.45% | |
| 20 | ETR | Entergy CORP | Stock-Utilities | 1.55% | +0.59% | — | |
| 21 | NFE | New Fortress Energy Inc | Stock-Other | 1.40% | — | -21.30% | |
| 22 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 1.29% | — | -46.94% | |
| 23 | FLNC | Fluence Energy Inc | Stock-Other | 1.26% | — | -14.38% | |
| 24 | SGML | Sigma Lithium CORP | Stock-Other | 1.01% | — | -19.63% | |
| 25 | TAN | Invesco Solar ETF | ETF-Other | 0.97% | — | — | |
| 26 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.90% | — | — | |
| 27 | SHLS | Shoals Technologies Group -a | Stock-Other | 0.82% | — | -22.12% | |
| 28 | NXT | Nextpower Inc-cl A | Stock-Tech | 0.81% | +0.72% | — | |
| 29 | STLA | Stellantis N.V. | Stock-Consumer Disc | 0.70% | — | — | |
| 30 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.67% | — | -27.47% | |
| 31 | NOVAQ | Sunnova Energy International | Stock-Other | 0.65% | — | -50.92% | |
| 32 | CX | Cemex Sab-spons Adr Part Cer | Stock-Other | 0.61% | — | — | |
| 33 | GEV | GE Vernova Inc | Stock-Industrials | 0.58% | +0.17% | — | |
| 34 | ENPH | Enphase Energy Inc | Stock-Tech | 0.56% | -0.72% | EXIT | |
| 35 | OPAL | Opal Fuels Inc-a | Stock-Other | 0.40% | -0.02% | — | |
| 36 | EOSE | Eos Energy Enterprises Inc | Stock-Other | 0.32% | +0.53% | +1.34% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.07% | — | — | |
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 0.07% | — | -97.32% | |
| 39 | FSLR | First Solar Inc | Stock-Tech | 0.07% | — | — | |
| 40 | RUN | Sunrun Inc | Stock-Tech | 0.05% | — | — | |
| 41 | SPWR | SunPower Inc. | Stock-Other | 0.02% | — | — | |
| 42 | STEM | Stem, Inc. | Stock-Other | 0.01% | — | — | |
| 43 | XPEV | Xpeng Inc - Adr | Stock-Other | 0.01% | — | -99.02% | |
| 44 | NIO | Nio Inc - Adr | Stock-Consumer Disc | 0.01% | +0.06% | NEW | |
| 45 | SES-WS | Ivanhoe Capital Cl A -cw27 | Stock-Other | — | — | -1.75% | |
| 46 | ✓ | Stock-Other | — | — | -1.77% |
According to official SEC Form 13F filings, Electron Capital Partners, LLC reported a total U.S. public equity portfolio value of $2.5B across 46 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GE, CEG, VRT) accounted for 37.3% of total reported equity market value during Q1 2024.
During Q1 2024, Electron Capital Partners, LLC's top holdings by market value included GE (10.5%)、CEG (8.5%)、VRT (8.3%). The largest single position, GE, represented 10.5% of total portfolio value.
In Q1 2024, Electron Capital Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.