Electron Capital Partners, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ENTERGY CORP NEW(ETR) | 489,476 | 1,539,709 | +1,050,233 | 40,685,245 | 143,485,482 | 6.50% | +102,800,237 |
| UNITED AIRLS HLDGS INC(UAL) | 0 | 588,989 | +588,989 | 0 | 56,837,439 | 2.57% | +56,837,439 |
| SOLAREDGE TECHNOLOGIES INC(SEDG) | 833,764 | 1,732,566 | +898,802 | 17,008,785 | 64,104,942 | 2.90% | +47,096,157 |
| MASTEC INC(MTZ) | 747,333 | 819,091 | +71,758 | 127,367,963 | 174,310,755 | 7.90% | +46,942,792 |
| NEXTRACKER INC | 26,747 | 566,415 | +539,668 | 1,454,235 | 41,909,046 | 1.90% | +40,454,811 |
| EOS ENERGY ENTERPRISES INC(EOSE) | 6,979,422 | 6,594,701 | -384,721 | 35,734,641 | 75,113,645 | 3.40% | +39,379,004 |
| NEXTERA ENERGY INC(NEE) | 1,622,818 | 1,967,208 | +344,390 | 112,656,025 | 148,504,532 | 6.73% | +35,848,507 |
| BORGWARNER INC | 0 | 723,835 | +723,835 | 0 | 31,819,787 | 1.44% | +31,819,787 |
| COGNEX CORP(CGNX) | 1,337,608 | 1,385,942 | +48,334 | 42,428,926 | 62,783,172 | 2.84% | +20,354,246 |
| GE VERNOVA INC(GEV) | 191,267 | 194,548 | +3,281 | 101,208,934 | 119,627,565 | 5.42% | +18,418,631 |
| MOBILEYE GLOBAL INC(MBLY) | 0 | 1,278,362 | +1,278,362 | 0 | 18,050,472 | 0.82% | +18,050,472 |
| XCEL ENERGY INC(XEL) | 1,728,063 | 1,680,811 | -47,252 | 117,681,091 | 135,557,408 | 6.14% | +17,876,317 |
| QUANTA SVCS INC | 231,363 | 238,728 | +7,365 | 87,473,723 | 98,933,658 | 4.48% | +11,459,935 |
| PLUG POWER INC(PLUG) | 0 | 4,576,398 | +4,576,398 | 0 | 10,663,008 | 0.48% | +10,663,008 |
| PPL CORP(PPL) | 2,141,754 | 2,235,659 | +93,905 | 72,584,044 | 83,077,088 | 3.76% | +10,493,044 |
| UL SOLUTIONS INC(ULS) | 625,281 | 786,323 | +161,042 | 45,557,974 | 55,718,848 | 2.52% | +10,160,874 |
| ARRAY TECHNOLOGIES INC(ARRY) | 3,753,862 | 3,783,147 | +29,285 | 22,147,786 | 30,832,648 | 1.40% | +8,684,862 |
| ENOVIX CORPORATION(ENVX) | 7,066,293 | 8,038,396 | +972,103 | 73,065,470 | 80,142,809 | 3.63% | +7,077,339 |
| EXELON CORP(EXC) | 1,567,565 | 1,636,839 | +69,274 | 68,063,673 | 73,674,124 | 3.34% | +5,610,451 |
| EDISON INTL(EIX) | 644,573 | 669,296 | +24,723 | 33,259,967 | 36,998,683 | 1.68% | +3,738,716 |
| PG&E CORP(PCG) | 1,918,031 | 1,990,264 | +72,233 | 26,737,353 | 30,013,181 | 1.36% | +3,275,828 |
| BOEING CO(BA) | 342,823 | 344,523 | +1,700 | 71,831,704 | 74,358,399 | 3.37% | +2,526,695 |
| SIGMA LITHIUM CORPORATION(SGML) | 1,067,947 | 1,112,845 | +44,898 | 4,805,762 | 7,133,337 | 0.32% | +2,327,575 |
| WERIDE INC(WRD) | 0 | 140,373 | +140,373 | 0 | 1,389,693 | 0.06% | +1,389,693 |
| VERTIV HOLDINGS CO(VRT) | 28,320 | 28,254 | -66 | 3,636,571 | 4,262,399 | 0.19% | +625,828 |
| GDS HLDGS LTD(GDS) | 69,444 | 69,282 | -162 | 2,122,904 | 2,681,213 | 0.12% | +558,309 |
| HESAI GROUP(HSAI) | 63,767 | 63,618 | -149 | 1,399,685 | 1,787,667 | 0.08% | +387,982 |
| EHANG HLDGS LTD | 35,919 | 35,835 | -84 | 623,554 | 665,457 | 0.03% | +41,903 |
| SES AI CORPORATION | 239,752 | 239,752 | 0 | 25,881 | 41,801 | 0.00% | +15,920 |
| OPAL FUELS INC | 1,800,000 | 1,800,000 | 0 | 4,356,000 | 3,960,000 | 0.18% | -396,000 |
| HERC HLDGS INC(HRI) | 12,028 | 0 | -12,028 | 1,583,968 | 0 | — | -1,583,968 |
| CELANESE CORP DEL(CE) | 525,240 | 564,662 | +39,422 | 29,061,529 | 23,760,977 | 1.08% | -5,300,552 |
| CONSTELLATION ENERGY CORP(CEG) | 612,409 | 583,282 | -29,127 | 197,661,129 | 191,940,608 | 8.69% | -5,720,521 |
| SHOALS TECHNOLOGIES GROUP IN(SHLS) | 1,976,633 | 317,691 | -1,658,942 | 8,400,691 | 2,354,090 | 0.11% | -6,046,601 |
| CANGO INC | 1,345,741 | 0 | -1,345,741 | 6,526,844 | 0 | — | -6,526,844 |
| 3M CO(MMM) | 875,888 | 797,297 | -78,591 | 133,345,189 | 123,724,549 | 5.60% | -9,620,640 |
| HERTZ GLOBAL HLDGS INC | 1,804,433 | 0 | -1,804,433 | 12,324,277 | 0 | — | -12,324,277 |
| ZEBRA TECHNOLOGIES CORPORATI(ZBRA) | 196,298 | 140,701 | -55,597 | 60,530,452 | 41,810,709 | 1.89% | -18,719,743 |
| JOHNSON CTLS INTL PLC | 1,353,241 | 1,070,106 | -283,135 | 142,929,315 | 117,658,155 | 5.33% | -25,271,160 |
| NRG ENERGY INC(NRG) | 188,016 | 0 | -188,016 | 30,191,609 | 0 | — | -30,191,609 |
| AIR PRODS & CHEMS INC | 469,679 | 139,324 | -330,355 | 132,477,659 | 37,996,441 | 1.72% | -94,481,218 |