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CIK: 0001586986
Total reported value
$2.5B
$2.5B
37 檔
31.7%
As reported in its official Q3 2025 Form 13F filing, Electron Capital Partners, LLC's tracked investment portfolio stood at $2.5B with 37 total positions.
Electron Capital Partners, LLC executed strategic sector rebalancing during Q3 2025, establishing 9 new positions while fully exiting 10 holdings and trimming 12 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CEG | Constellation Energy | Stock-Utilities | 8.69% | -3.09% | -4.76% | |
| 2 | MTZ | Mastec Inc | Stock-Industrials | 7.90% | +1.32% | +9.60% | |
| 3 | NEE | Nextera Energy Inc | Stock-Utilities | 6.73% | -0.65% | +21.22% | |
| 4 | ETR | Entergy CORP | Stock-Utilities | 6.50% | +0.59% | +214.56% | |
| 5 | XEL | Xcel Energy Inc | Stock-Utilities | 6.14% | +2.12% | -2.73% | |
| 6 | MMM | 3m Co | Stock-Industrials | 5.60% | — | -8.97% | |
| 7 | GEV | GE Vernova Inc | Stock-Industrials | 5.42% | +0.17% | +1.72% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.33% | +1.25% | -20.92% | |
| 9 | PWR | Quanta Services Inc | Stock-Industrials | 4.48% | +0.07% | +3.18% | |
| 10 | PPL | Ppl CORP | Stock-Utilities | 3.76% | — | +4.38% | |
| 11 | ENVX | Enovix CORP | Stock-Other | 3.63% | +0.22% | +13.76% | |
| 12 | EOSE | Eos Energy Enterprises Inc | Stock-Other | 3.40% | +0.53% | -5.51% | |
| 13 | BA | Boeing Co/the | Stock-Industrials | 3.37% | -0.73% | EXIT | |
| 14 | EXC | Exelon CORP | Stock-Utilities | 3.34% | — | +4.42% | |
| 15 | SEDG | Solaredge Technologies Inc | Stock-Tech | 2.90% | -0.59% | +107.80% | |
| 16 | CGNX | Cognex CORP | Stock-Tech | 2.84% | +1.10% | +3.61% | |
| 17 | UAL | United Airlines Holdings Inc | Stock-Industrials | 2.57% | — | — | |
| 18 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 2.52% | -0.24% | +25.76% | |
| 19 | NXT | Nextpower Inc-cl A | Stock-Tech | 1.90% | +0.72% | +2017.68% | |
| 20 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.89% | — | -28.32% | |
| 21 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.72% | — | -70.34% | |
| 22 | EIX | Edison International | Stock-Utilities | 1.68% | +0.09% | +3.84% | |
| 23 | BWA | Borgwarner Inc | Stock-Consumer Disc | 1.44% | — | — | |
| 24 | ARRY | Array Technologies Inc | Stock-Other | 1.40% | +0.01% | +0.78% | |
| 25 | PCG | P G & E CORP | Stock-Utilities | 1.36% | +0.08% | +3.77% | |
| 26 | CE | Celanese CORP | Stock-Materials | 1.08% | — | +7.51% | |
| 27 | MBLY | Mobileye Global Inc-a | Stock-Other | 0.82% | — | — | |
| 28 | PLUG | Plug Power Inc | Stock-Industrials | 0.48% | — | — | |
| 29 | SGML | Sigma Lithium CORP | Stock-Other | 0.32% | — | +4.20% | |
| 30 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.19% | +0.10% | -0.23% | |
| 31 | OPAL | Opal Fuels Inc-a | Stock-Other | 0.18% | -0.02% | — | |
| 32 | GDS | Gds Holdings LTD - Adr | Stock-Other | 0.12% | -0.23% | -0.23% | |
| 33 | SHLS | Shoals Technologies Group -a | Stock-Other | 0.11% | — | -83.93% | |
| 34 | HSAI | Hesai Group | Stock-Other | 0.08% | -0.01% | -0.23% | |
| 35 | WRD | Weride Inc-adr | Stock-Other | 0.06% | -0.01% | — | |
| 36 | EH | Ehang Holdings Ltd-sps Adr | Stock-Other | 0.03% | — | -0.23% | |
| 37 | SES-WS | Ivanhoe Capital Cl A -cw27 | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ETR | Entergy CORP | +2.9% | +214.56% | Add |
| 2 | BA | Boeing Co/the | +2.8% | +0.50% | Add |
| 3 | NEE | Nextera Energy Inc | +2.6% | +21.22% | Add |
| 4 | MTZ | Mastec Inc | +2.3% | +9.60% | Add |
| 5 | EOSE | Eos Energy Enterprises Inc | +2.2% | -5.51% | Add |
| 6 | CGNX | Cognex CORP | +2.2% | +3.61% | Add |
| 7 | NXT | Nextpower Inc-cl A | +1.8% | +2017.68% | Add |
| 8 | PPL | Ppl CORP | +1.3% | +4.38% | Add |
| 9 | JNJ | Johnson & Johnson | +1.2% | -20.92% | Add |
| 10 | ENVX | Enovix CORP | +0.4% | +13.76% | Add |
| 11 | PWR | Quanta Services Inc | +0.3% | +3.18% | Trim |
| 12 | ARRY | Array Technologies Inc | +0.2% | +0.78% | Add |
| 13 | GEV | GE Vernova Inc | +0.2% | +1.72% | Trim |
| 14 | SHLS | Shoals Technologies Group -a | +0.1% | -83.93% | Add |
| 15 | VRT | Vertiv Holdings Co-a | +0.1% | -0.23% | Trim |
| 16 | HSAI | Hesai Group | 0% | -0.23% | Trim |
| 17 | EIX | Edison International | — | +3.84% | Add |
| 18 | GDS | Gds Holdings LTD - Adr | — | -0.23% | Trim |
| 19 | SES-WS | Ivanhoe Capital Cl A -cw27 | — | — | Unchanged |
| 20 | EH | Ehang Holdings Ltd-sps Adr | 0% | -0.23% | Trim |
| 21 | OPAL | Opal Fuels Inc-a | 0% | — | Unchanged |
| 22 | SGML | Sigma Lithium CORP | -0.4% | +4.20% | Add |
| 23 | CEG | Constellation Energy | -0.5% | -4.76% | Trim |
| 24 | PCG | P G & E CORP | -1% | +3.77% | Trim |
| 25 | XEL | Xcel Energy Inc | -2.8% | -2.73% | Trim |
| 26 | MMM | 3m Co | -3.8% | -8.97% | Trim |
| 27 | APD | Air Products & Chemicals Inc | -4.3% | -70.34% | Trim |
| 28 | EXC | Exelon CORP | -4.4% | +4.42% | Trim |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 30 | TLT | Ishares 20+ Year Treasury Bd | — | EXIT | Sold out |
| 31 | SEDG | Solaredge Technologies Inc | — | NEW | New buy |
| 32 | UAL | United Airlines Holdings Inc | — | NEW | New buy |
| 33 | ULS | Ul Solutions Inc - Class A | — | NEW | New buy |
| 34 | ZBRA | Zebra Technologies Corp-cl A | — | NEW | New buy |
| 35 | BWA | Borgwarner Inc | — | NEW | New buy |
| 36 | LI | Li Auto Inc - Adr | — | EXIT | Sold out |
| 37 | CE | Celanese CORP | — | NEW | New buy |
| 38 | GM | General Motors Co | — | EXIT | Sold out |
| 39 | MBLY | Mobileye Global Inc-a | — | NEW | New buy |
| 40 | PLUG | Plug Power Inc | — | NEW | New buy |
| 41 | 9C0A | Cango Inc/ky - Adr | — | EXIT | Sold out |
| 42 | FLNC | Fluence Energy Inc | — | EXIT | Sold out |
| 43 | HRI | Herc Holdings Inc | — | EXIT | Sold out |
| 44 | WRD | Weride Inc-adr | — | NEW | New buy |
| 45 | RUN | Sunrun Inc | — | EXIT | Sold out |
| 46 | STEM | Stem, Inc. | — | EXIT | Sold out |
| 47 | ✓ | — | 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 37 disclosed positions in Q3 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 CEG, MTZ, NEE) accounted for 31.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
SEDG
市值: $64.1M
Top Position Liquidated / Trimmed
SPY
前期市值: $128.1M
During Q3 2025, Electron Capital Partners, LLC's top holdings by market value included CEG (8.7%)、MTZ (7.9%)、NEE (6.7%). The largest single position, CEG, represented 8.7% of total portfolio value.
In Q3 2025, Electron Capital Partners, LLC made 45 total portfolio adjustments, initiating 9 new buys, adding to 14 positions, trimming 12 holdings, and fully liquidating 10 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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