ELECTRON CAPITAL PARTNERS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EOSE | 6.12M | $70.16M |
 | ENVX | 6.05M | $44.26M |
 | CEG | 5.80M | $204.99M |
 | ARRY | 2.64M | $24.34M |
 | PCG | 2.37M | $38.05M |
 | XEL | 1.94M | $143.04M |
 | OPAL | 1.80M | $4.24M |
 | NEE | 1.77M | $141.89M |
 | EXC | 1.65M | $71.71M |
 | SEDG | 1.62M | $46.85M |
 | FE | 1.47M | $65.91M |
 | ETR | 1.44M | $133.11M |
 | JCI | 1.14M | $136.47M |
 | SGML | 1.11M | $14.68M |
 | WMB | 1.09M | $65.27M |
 | FLEX | 948K | $57.29M |
 | ULS | 855K | $67.46M |
 | CGNX | 853K | $30.69M |
 | MTZ | 804K | $174.83M |
 | MMM | 802K | $128.35M |
Eos Energy Enterprises, Inc.
EOSE
Shares Held
6.12M
Value
$70.16M
Enovix Corporation
ENVX
Shares Held
6.05M
Value
$44.26M
Constellation Energy Corporation
CEG
Shares Held
5.80M
Value
$204.99M
Array Technologies, Inc.
ARRY
Shares Held
2.64M
Value
$24.34M
Pacific Gas & Electric Co.
PCG
Shares Held
2.37M
Value
$38.05M
Xcel Energy Inc.
XEL
Shares Held
1.94M
Value
$143.04M
OPAL Fuels Inc.
OPAL
Shares Held
1.80M
Value
$4.24M
NextEra Energy, Inc.
NEE
Shares Held
1.77M
Value
$141.89M
Exelon Corporation
EXC
Shares Held
1.65M
Value
$71.71M
SolarEdge Technologies, Inc.
SEDG
Shares Held
1.62M
Value
$46.85M
FirstEnergy Corp.
FE
Shares Held
1.47M
Value
$65.91M
Entergy Corporation
ETR
Shares Held
1.44M
Value
$133.11M
Johnson Controls International plc
JCI
Shares Held
1.14M
Value
$136.47M
Sigma Lithium Corporation
SGML
Shares Held
1.11M
Value
$14.68M
The Williams Companies, Inc.
WMB
Shares Held
1.09M
Value
$65.27M
Flex Ltd.
FLEX
Shares Held
948K
Value
$57.29M
UL Solutions Inc.
ULS
Shares Held
855K
Value
$67.46M
Cognex Corporation
CGNX
Shares Held
853K
Value
$30.69M
MasTec, Inc.
MTZ
Shares Held
804K
Value
$174.83M
3M Company
MMM
Shares Held
802K
Value
$128.35M