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CIK: 0001586986
Total reported value
$2.5B
$2.5B
38 檔
26.5%
According to the latest 13F quarterly dataset, Electron Capital Partners, LLC managed an equity portfolio of $2.5B at the end of Q1 2025, spanning 38 distinct U.S. exchange-listed positions.
In Q1 2025, Electron Capital Partners, LLC adopted a defensive or profit-taking posture, trimming 7 positions and completely liquidating 44 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MMM | 3m Co | Stock-Industrials | 9.39% | — | -6.18% | |
| 2 | CEG | Constellation Energy | Stock-Utilities | 9.18% | -3.09% | -11.27% | |
| 3 | XEL | Xcel Energy Inc | Stock-Utilities | 8.92% | +2.12% | +93.69% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.40% | -13.19% | EXIT | |
| 5 | EXC | Exelon CORP | Stock-Utilities | 7.69% | — | — | |
| 6 | APD | Air Products & Chemicals Inc | Stock-Materials | 6.03% | — | +251.42% | |
| 7 | MTZ | Mastec Inc | Stock-Industrials | 5.61% | +1.32% | -29.33% | |
| 8 | GEV | GE Vernova Inc | Stock-Industrials | 5.25% | +0.17% | -51.90% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 5.12% | — | — | |
| 10 | PWR | Quanta Services Inc | Stock-Industrials | 4.17% | +0.07% | -28.96% | |
| 11 | NEE | Nextera Energy Inc | Stock-Utilities | 4.16% | -0.65% | +2.20% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.10% | +1.25% | +3.80% | |
| 13 | ETR | Entergy CORP | Stock-Utilities | 3.57% | +0.59% | -37.49% | |
| 14 | ENVX | Enovix CORP | Stock-Other | 3.23% | +0.22% | +18.63% | |
| 15 | PPL | Ppl CORP | Stock-Utilities | 2.45% | — | -55.77% | |
| 16 | PCG | P G & E CORP | Stock-Utilities | 2.37% | +0.08% | -54.92% | |
| 17 | EIX | Edison International | Stock-Utilities | 1.68% | +0.09% | -61.51% | |
| 18 | LI | Li Auto Inc - Adr | Stock-Other | 1.62% | — | — | |
| 19 | GM | General Motors Co | Stock-Consumer Disc | 1.33% | — | — | |
| 20 | EOSE | Eos Energy Enterprises Inc | Stock-Other | 1.24% | +0.53% | -12.80% | |
| 21 | ARRY | Array Technologies Inc | Stock-Other | 1.20% | +0.01% | +44.97% | |
| 22 | SGML | Sigma Lithium CORP | Stock-Other | 0.73% | — | -14.29% | |
| 23 | CGNX | Cognex CORP | Stock-Tech | 0.68% | +1.10% | — | |
| 24 | BA | Boeing Co/the | Stock-Industrials | 0.55% | -0.73% | EXIT | |
| 25 | 9C0A | Cango Inc/ky - Adr | Stock-Other | 0.33% | — | — | |
| 26 | OPAL | Opal Fuels Inc-a | Stock-Other | 0.22% | -0.02% | — | |
| 27 | FLNC | Fluence Energy Inc | Stock-Other | 0.18% | — | -55.40% | |
| 28 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.13% | +0.10% | +34.04% | |
| 29 | GDS | Gds Holdings LTD - Adr | Stock-Other | 0.12% | -0.23% | — | |
| 30 | HRI | Herc Holdings Inc | Stock-Other | 0.11% | — | -96.46% | |
| 31 | NXT | Nextpower Inc-cl A | Stock-Tech | 0.07% | +0.72% | -2.48% | |
| 32 | HSAI | Hesai Group | Stock-Other | 0.06% | -0.01% | — | |
| 33 | EH | Ehang Holdings Ltd-sps Adr | Stock-Other | 0.05% | — | +34.00% | |
| 34 | RUN | Sunrun Inc | Stock-Tech | 0.03% | — | -1.73% | |
| 35 | SHLS | Shoals Technologies Group -a | Stock-Other | 0.02% | — | +20.32% | |
| 36 | STEM | Stem, Inc. | Stock-Other | — | — | +24.65% | |
| 37 | SES-WS | Ivanhoe Capital Cl A -cw27 | Stock-Other | — | — | — | |
| 38 | ✓ | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +3.4% | +3.80% | Add |
| 2 | MTZ | Mastec Inc | +2.1% | -29.33% | Add |
| 3 | EXC | Exelon CORP | +1.5% | — | Trim |
| 4 | PWR | Quanta Services Inc | +1.2% | -28.96% | Trim |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | -29.54% | Trim |
| 6 | EIX | Edison International | -0.3% | -61.51% | Trim |
| 7 | TLT | Ishares 20+ Year Treasury Bd | -0.6% | — | Add |
| 8 | STEM | Stem, Inc. | -0.8% | +24.65% | Trim |
| 9 | PCG | P G & E CORP | -1.7% | -54.92% | Trim |
| 10 | HRI | Herc Holdings Inc | -2.8% | -96.46% | Trim |
| 11 | AES | Aes CORP | — | EXIT | Sold out |
| 12 | MMM | 3m Co | — | NEW | New buy |
| 13 | CEG | Constellation Energy | — | NEW | New buy |
| 14 | XEL | Xcel Energy Inc | — | NEW | New buy |
| 15 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 16 | GEV | GE Vernova Inc | — | NEW | New buy |
| 17 | XOP | Ss Spdr S&p Og Exp & Prod | — | EXIT | Sold out |
| 18 | ✓ | Rodgers Silicon Valley Aq Co | — | EXIT | Sold out |
| 19 | XIFR | Xplr Infrastructure LP | — | EXIT | Sold out |
| 20 | NOVAQ | Sunnova Energy International | — | EXIT | Sold out |
| 21 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 22 | CARR | Carrier Global CORP | — | EXIT | Sold out |
| 23 | ETR | Entergy CORP | — | NEW | New buy |
| 24 | F | Ford Motor Co | — | EXIT | Sold out |
| 25 | ENVX | Enovix CORP | — | NEW | New buy |
| 26 | CVA1EUR | Covanta Holding CORP | — | EXIT | Sold out |
| 27 | XPO | Xpo Inc | — | EXIT | Sold out |
| 28 | CX | Cemex Sab-spons Adr Part Cer | — | EXIT | Sold out |
| 29 | FSLR | First Solar Inc | — | EXIT | Sold out |
| 30 | GNRC | Generac Holdings Inc | — | EXIT | Sold out |
| 31 | CHPT | ChargePoint Holdings, Inc. | — | EXIT | Sold out |
| 32 | PPL | Ppl CORP | — | NEW | New buy |
| 33 | TT | Trane Technologies plc | — | EXIT | Sold out |
| 34 | ZBH | Zimmer Biomet Holdings, Inc. | — | EXIT | Sold out |
| 35 | CSX | Csx CORP | — | EXIT | Sold out |
| 36 | OIH | Vaneck Oil Services ETF | — | EXIT | Sold out |
| 37 | LI | Li Auto Inc - Adr | — | NEW | New buy |
| 38 | ✓ | Bluescape Opportunities Acqu | — | EXIT | Sold out |
| 39 | ACM | Aecom | — | EXIT | Sold out |
| 40 | VST | Vistra CORP | — | EXIT | Sold out |
| 41 | DENUSD | Denbury Inc | — | EXIT | Sold out |
| 42 | CWEN | Clearway Energy Inc-c | — | EXIT | Sold out |
| 43 | GM | General Motors Co | — | NEW | New buy |
| 44 | EOSE | Eos Energy Enterprises Inc | — | NEW | New buy |
| 45 | IBP | Installed Building Products | — | EXIT | Sold out |
| 46 | ARRY | Array Technologies Inc | — | NEW | New buy |
| 47 | AOS | Smith (a.o.) CORP | — | EXIT | Sold out |
| 48 | ✓ | Rodgers Silicon Valley Aq Co | — | EXIT | Sold out |
| 49 | CLF | Cleveland-cliffs Inc | — | EXIT | Sold out |
| 50 | ✓ | Star Peak CORP Ii | — | EXIT | Sold out |
According to official SEC Form 13F filings, Electron Capital Partners, LLC reported a total U.S. public equity portfolio value of $2.5B across 38 disclosed positions in Q1 2025.
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 MMM, CEG, XEL) accounted for 26.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
MMM
市值: $143.2M
Top Position Liquidated / Trimmed
AES
前期市值: $296.5M
During Q1 2025, Electron Capital Partners, LLC's top holdings by market value included MMM (9.4%)、CEG (9.2%)、XEL (8.9%). The largest single position, MMM, represented 9.4% of total portfolio value.
In Q1 2025, Electron Capital Partners, LLC made 82 total portfolio adjustments, initiating 28 new buys, adding to 3 positions, trimming 7 holdings, and fully liquidating 44 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.
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