Fund Holdings

Electron Capital Partners, LLC

Filing Period:

Comparing Q4 2025 vs Q3 2025

Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.

Showing 1–47 of 47 holdings (page size 100)
Issuer
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Change
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COHERENT CORP0500,145+500,145092,311,762+92,311,762
FIRSTENERGY CORP01,472,177+1,472,177065,909,365+65,909,365
WILLIAMS COS INC01,085,885+1,085,885065,272,547+65,272,547
FLEX LTD0948,159+948,159057,287,767+57,287,767
CATERPILLAR INC074,761+74,761042,828,334+42,828,334
CARVANA CO090,864+90,864038,346,425+38,346,425
KEYSIGHT TECHNOLOGIES INC0161,004+161,004032,714,403+32,714,403
T1 ENERGY INC03,500,021+3,500,021023,380,140+23,380,140
JOHNSON CTLS INTL PLC1,070,1061,139,591+69,485117,658,155136,466,022+18,807,867
NEXTPOWER INC566,415631,726+65,31141,909,04655,029,652+13,120,606
CONSTELLATION ENERGY CORP583,282580,265-3,017191,940,608204,990,216+13,049,608
UL SOLUTIONS INC786,323855,439+69,11655,718,84867,459,920+11,741,072
PG&E CORP1,990,2642,367,959+377,69530,013,18138,053,101+8,039,920
SIGMA LITHIUM CORPORATION1,112,8451,112,84507,133,33714,678,426+7,545,089
XCEL ENERGY INC1,680,8111,936,695+255,884135,557,408143,044,293+7,486,885
3M CO797,297801,662+4,365123,724,549128,346,086+4,621,537
GDS HLDGS LTD69,282105,448+36,1662,681,2133,680,135+998,922
FTC SOLAR INC089,724+89,7240978,889+978,889
PONY AI INC050,076+50,0760726,102+726,102
MASTEC INC819,091804,303-14,788174,310,755174,831,343+520,588
OPAL FUELS INC1,800,0001,800,00003,960,0004,239,000+279,000
SHOALS TECHNOLOGIES GROUP IN317,691301,216-16,4752,354,0902,560,336+206,246
VERTIV HOLDINGS CO28,25426,789-1,4654,262,3994,340,086+77,687
SES AI CORPORATION239,752239,752041,80140,758-1,043
EHANG HLDGS LTD35,83533,977-1,858665,457447,816-217,641
WERIDE INC140,373133,094-7,2791,389,6931,155,256-234,437
HESAI GROUP63,61860,319-3,2991,787,6671,351,145-436,522
EXELON CORP1,636,8391,645,168+8,32973,674,12471,712,873-1,961,251
EOS ENERGY ENTERPRISES INC6,594,7016,121,896-472,80575,113,64570,156,928-4,956,717
ARRAY TECHNOLOGIES INC3,783,1472,640,417-1,142,73030,832,64824,344,645-6,488,003
NEXTERA ENERGY INC1,967,2081,767,427-199,781148,504,532141,889,039-6,615,493
ENTERGY CORP NEW1,539,7091,440,084-99,625143,485,482133,106,964-10,378,518
PLUG POWER INC4,576,3980-4,576,39810,663,0080-10,663,008
UNITED AIRLS HLDGS INC588,989391,337-197,65256,837,43943,759,303-13,078,136
EDISON INTL669,296344,603-324,69336,998,68320,683,072-16,315,611
SOLAREDGE TECHNOLOGIES INC1,732,5661,623,822-108,74464,104,94246,847,264-17,257,678
MOBILEYE GLOBAL INC1,278,3620-1,278,36218,050,4720-18,050,472
QUANTA SVCS INC238,728179,642-59,08698,933,65875,819,703-23,113,955
CELANESE CORP DEL564,6620-564,66223,760,9770-23,760,977
BORGWARNER INC723,8350-723,83531,819,7870-31,819,787
COGNEX CORP1,385,942852,984-532,95862,783,17230,690,365-32,092,807
BOEING CO344,523181,481-163,04274,358,39939,403,155-34,955,244
ENOVIX CORPORATION8,038,3966,054,051-1,984,34580,142,80944,255,112-35,887,697
AIR PRODS & CHEMS INC139,3240-139,32437,996,4410-37,996,441
ZEBRA TECHNOLOGIES CORPORATI140,7010-140,70141,810,7090-41,810,709
PPL CORP2,235,6590-2,235,65983,077,0880-83,077,088
GE VERNOVA INC194,54815,859-178,689119,627,56510,364,968-109,262,597
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