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CIK: 0001586986
Total reported value
$2.5B
$2.5B
41 檔
32.7%
As reported in its official Q4 2024 Form 13F filing, Electron Capital Partners, LLC's tracked investment portfolio stood at $2.5B with 41 total positions.
Electron Capital Partners, LLC executed strategic sector rebalancing during Q4 2024, establishing 7 new positions while fully exiting 11 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.91% | -13.19% | EXIT | |
| 2 | GEV | GE Vernova Inc | Stock-Industrials | 9.32% | +0.17% | -33.64% | |
| 3 | CEG | Constellation Energy | Stock-Utilities | 9.10% | -3.09% | -11.58% | |
| 4 | MTZ | Mastec Inc | Stock-Industrials | 7.34% | +1.32% | -18.13% | |
| 5 | MMM | 3m Co | Stock-Industrials | 6.98% | — | +3.06% | |
| 6 | PWR | Quanta Services Inc | Stock-Industrials | 5.78% | +0.07% | -1.36% | |
| 7 | PCG | P G & E CORP | Stock-Utilities | 4.89% | +0.08% | +2.35% | |
| 8 | EIX | Edison International | Stock-Utilities | 4.69% | +0.09% | +19.79% | |
| 9 | ETR | Entergy CORP | Stock-Utilities | 4.02% | +0.59% | +67.92% | |
| 10 | PPL | Ppl CORP | Stock-Utilities | 3.95% | — | -15.71% | |
| 11 | XEL | Xcel Energy Inc | Stock-Utilities | 3.48% | +2.12% | +22.58% | |
| 12 | HRI | Herc Holdings Inc | Stock-Other | 3.36% | — | +0.41% | |
| 13 | NEE | Nextera Energy Inc | Stock-Utilities | 3.26% | -0.65% | -3.00% | |
| 14 | ENVX | Enovix CORP | Stock-Other | 3.20% | +0.22% | +0.52% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.09% | +1.25% | -3.11% | |
| 16 | UAL | United Airlines Holdings Inc | Stock-Industrials | 2.80% | — | — | |
| 17 | CARR | Carrier Global CORP | Stock-Industrials | 2.61% | — | +31.25% | |
| 18 | BA | Boeing Co/the | Stock-Industrials | 1.95% | -0.73% | EXIT | |
| 19 | EMN | Eastman Chemical Co | Stock-Materials | 1.45% | — | -2.95% | |
| 20 | EOSE | Eos Energy Enterprises Inc | Stock-Other | 1.45% | +0.53% | -28.11% | |
| 21 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.34% | — | — | |
| 22 | FLNC | Fluence Energy Inc | Stock-Other | 1.05% | — | -1.08% | |
| 23 | ARRY | Array Technologies Inc | Stock-Other | 0.81% | +0.01% | +36.89% | |
| 24 | SGML | Sigma Lithium CORP | Stock-Other | 0.72% | — | -12.68% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | — | — | |
| 26 | USX1 | United States Steel CORP | Stock-Other | 0.64% | — | — | |
| 27 | NOVAQ | Sunnova Energy International | Stock-Other | 0.62% | — | +1.03% | |
| 28 | ENPH | Enphase Energy Inc | Stock-Tech | 0.37% | -0.72% | EXIT | |
| 29 | OPAL | Opal Fuels Inc-a | Stock-Other | 0.32% | -0.02% | — | |
| 30 | 9C0A | Cango Inc/ky - Adr | Stock-Other | 0.31% | — | — | |
| 31 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.13% | +0.10% | -91.24% | |
| 32 | EMR | Emerson Electric Co | Stock-Industrials | 0.10% | — | +3.51% | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.10% | — | +3.52% | |
| 34 | NXT | Nextpower Inc-cl A | Stock-Tech | 0.05% | +0.72% | +46.63% | |
| 35 | RUN | Sunrun Inc | Stock-Tech | 0.04% | — | +30.04% | |
| 36 | SHLS | Shoals Technologies Group -a | Stock-Other | 0.03% | — | +15.31% | |
| 37 | EH | Ehang Holdings Ltd-sps Adr | Stock-Other | 0.02% | — | — | |
| 38 | FSLR | First Solar Inc | Stock-Tech | 0.01% | — | -75.51% | |
| 39 | STEM | Stem, Inc. | Stock-Other | — | — | +3.52% | |
| 40 | SES-WS | Ivanhoe Capital Cl A -cw27 | Stock-Other | — | — | — | |
| 41 | ✓ | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +6.1% | +132.14% | Add |
| 2 | UAL | United Airlines Holdings Inc | +2.8% | NEW | New buy |
| 3 | BA | Boeing Co/the | +2% | NEW | New buy |
| 4 | APD | Air Products & Chemicals Inc | +1.3% | NEW | New buy |
| 5 | XEL | Xcel Energy Inc | +0.9% | +22.58% | Add |
| 6 | HRI | Herc Holdings Inc | +0.8% | +0.41% | Add |
| 7 | EIX | Edison International | +0.7% | +19.79% | Add |
| 8 | TSLA | Tesla Inc | +0.7% | NEW | New buy |
| 9 | ENVX | Enovix CORP | +0.7% | +0.52% | Add |
| 10 | PWR | Quanta Services Inc | +0.7% | -1.36% | Trim |
| 11 | USX1 | United States Steel CORP | +0.6% | NEW | New buy |
| 12 | PCG | P G & E CORP | +0.6% | +2.35% | Add |
| 13 | CARR | Carrier Global CORP | +0.4% | +31.25% | Add |
| 14 | MMM | 3m Co | +0.4% | +3.06% | Add |
| 15 | 9C0A | Cango Inc/ky - Adr | +0.3% | NEW | New buy |
| 16 | EOSE | Eos Energy Enterprises Inc | +0.3% | -28.11% | Trim |
| 17 | ARRY | Array Technologies Inc | +0.2% | +36.89% | Add |
| 18 | JNJ | Johnson & Johnson | +0.2% | -3.11% | Trim |
| 19 | ETR | Entergy CORP | +0.2% | +67.92% | Add |
| 20 | EH | Ehang Holdings Ltd-sps Adr | 0% | NEW | New buy |
| 21 | NXT | Nextpower Inc-cl A | 0% | +46.63% | Add |
| 22 | EMR | Emerson Electric Co | 0% | +3.51% | Add |
| 23 | ETN | Eaton Corporation plc | 0% | +3.52% | Add |
| 24 | SHLS | Shoals Technologies Group -a | 0% | +15.31% | Add |
| 25 | OPAL | Opal Fuels Inc-a | — | — | Unchanged |
| 26 | SES-WS | Ivanhoe Capital Cl A -cw27 | — | — | Unchanged |
| 27 | STEM | Stem, Inc. | — | +3.52% | Add |
| 28 | SPWR | SunPower Inc. | — | EXIT | Sold out |
| 29 | ✓ | — | — | Unchanged | |
| 30 | RUN | Sunrun Inc | 0% | +30.04% | Add |
| 31 | XPEV | Xpeng Inc - Adr | 0% | EXIT | Sold out |
| 32 | NIO | Nio Inc - Adr | 0% | EXIT | Sold out |
| 33 | NVT | nVent Electric plc | -0.1% | EXIT | Sold out |
| 34 | FSLR | First Solar Inc | -0.1% | -75.51% | Trim |
| 35 | AXIA | Axia Energia-adr | -0.1% | EXIT | Sold out |
| 36 | SGML | Sigma Lithium CORP | -0.1% | -12.68% | Trim |
| 37 | MTZ | Mastec Inc | -0.2% | -18.13% | Trim |
| 38 | EMN | Eastman Chemical Co | -0.3% | -2.95% | Trim |
| 39 | FLNC | Fluence Energy Inc | -0.4% | -1.08% | Trim |
| 40 | NEE | Nextera Energy Inc | -0.4% | -3.00% | Trim |
| 41 | PPL | Ppl CORP | -0.5% | -15.71% | Trim |
| 42 | BE | Bloom Energy Corp- A | -0.6% | EXIT | Sold out |
| 43 | APTV | Aptiv PLC | -0.7% | EXIT | Sold out |
| 44 | GEV | GE Vernova Inc | -0.8% | -33.64% | Trim |
| 45 | LI | Li Auto Inc - Adr | -0.8% | EXIT | Sold out |
| 46 | NOVAQ | Sunnova Energy International | -1% | +1.03% | Add |
| 47 | VRT | Vertiv Holdings Co-a | -1% | -91.24% | Trim |
| 48 | UBER | Uber Technologies Inc | -1.6% | EXIT | Sold out |
| 49 | AES | Aes CORP | -1.6% | EXIT | Sold out |
| 50 | CEG | Constellation Energy | -2% | -11.58% | Trim |
According to official SEC Form 13F filings, Electron Capital Partners, LLC reported a total U.S. public equity portfolio value of $2.5B across 41 disclosed positions in Q4 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 SPY, GEV, CEG) accounted for 32.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
UAL
市值: $53.9M
Top Position Liquidated / Trimmed
XLI
前期市值: $115.0M
During Q4 2024, Electron Capital Partners, LLC's top holdings by market value included SPY (9.9%)、GEV (9.3%)、CEG (9.1%). The largest single position, SPY, represented 9.9% of total portfolio value.
In Q4 2024, Electron Capital Partners, LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 17 positions, trimming 14 holdings, and fully liquidating 11 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.
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