Electron Capital Partners, LLC In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Electron Capital Partners, LLC reported 44 stock positions worth $2.3 billion . Its top holding was General Electric (GE) at 10.5% of the portfolio, followed by Constellation Energy (CEG, 8.5% ) and Vertiv Class A (VRT, 8.4% ). Compared with Q4 2023, it opened 15 new positions, sold out of 2, added to 6 and reduced 22. The biggest buy was General Electric (GE, shares +76% ) and the biggest sale Array Technologies (ARRY, shares −57% ).
Location NEW YORK, NY
CIK 0001586986
Portfolio Value $2.3B (Q1 2024) Holdings 44 stocks · $2.3B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 GE General Electric 1,368,968 $240.3M Add +75.9% CEG Constellation Energy 1,050,909 $194.3M Reduce -4.8% VRT Vertiv Holdings Co. Class A 2,333,003 $190.5M Reduce -12.4% MTZ Mastec Inc. 1,720,076 $160.4M Reduce -0.3% CRH CRH PLC 1,734,896 $149.7M Reduce -7.1% PWR Quanta Services Inc. 529,623 $137.6M Reduce -4.6% VST Vistra Corp. 1,541,160 $107.3M Reduce -27.6% AES AES Corp. 5,884,625 $105.5M Add +15.9% EIX Edison International 1,133,153 $80.1M Reduce -13.3% HRI Herc Holdings Inc. filed as HERC HLDGS INC 467,131 $78.6M Reduce -22.8% PPL PPL Corp. 2,513,807 $69.2M Reduce -48.6% PCG P G & E Corp. 4,122,722 $69.1M Reduce -13.9% UBER Uber Technologies Inc. 806,497 $62.1M Reduce -6.8% ES Eversource Energy 941,653 $56.3M New ARRY Array Technologies Inc. 3,494,382 $52.1M Reduce -57.4% JCI Johnson Controls Internation 790,020 $51.6M New DLR Digital Realty Trust Inc. 324,778 $46.8M Add +76.6% EQIX Equinix Inc. 55,919 $46.2M Add +78.1% ENVX Enovix Corp. 5,618,601 $45.0M Add +73.5% ETR Entergy Corp. 335,248 $35.4M New NFE New Fortress Energy Inc. 1,040,663 $31.8M Reduce -21.3% GT Goodyear Tire & Rubber Co. 2,146,148 $29.5M Reduce -46.9% FLNC Fluence Energy Inc. 1,660,822 $28.8M Reduce -14.4% SGML Sigma Lithium Corp. 1,776,848 $23.0M Reduce -19.6% TAN Invesco Solar ETF 489,738 $22.2M New ROK Rockwell Automation Inc. 70,557 $20.6M New SHLS Shoals Technologies Group -A 1,673,491 $18.7M Reduce -22.1% NXT Nextpower Inc. filed as NEXTRACKER INC 328,790 $18.5M New STLA Stellantis NV 566,066 $16.0M New BE Bloom Energy Corp. Class A 1,362,211 $15.3M Reduce -27.5% NOVAQ Sunnova Energy International 2,413,424 $14.8M Reduce -50.9% CX Cemex Sab-Spons ADR Part Cer 1,546,600 $13.9M New GEV GE Vernova Inc. 97,300 $13.3M New ENPH Enphase Energy Inc. 105,559 $12.8M New OPAL Opal Fuels Inc. Class A 1,800,000 $9.0M No change EOSE Eos Energy Enterprises Inc. 7,051,584 $7.3M Add +1.3% ETN Eaton Corp. PLC 5,285 $1.7M New EMR Emerson Electric Co. 14,249 $1.6M Reduce -97.3% FSLR First Solar Inc. 9,348 $1.6M New RUN Sunrun Inc. 91,734 $1.2M New MAXNQ Maxeon Solar Technologie 119,551 $398K New STEM Stem Inc. 123,254 $270K New XPEV Xpeng Inc. - ADR 17,434 $134K Reduce -99.0% NIO Nio Inc. - ADR 28,487 $128K Reduce -99.4%
Other holdings (2): bonds, preferreds, convertibles and warrants · $23K (not counted above) Security Class Shares / Principal Value Change SESCW Ivanhoe Capital Class A -CW27 *W EXP 12/10/202 239,752 $18K Reduce -1.8% WBXWF Wallbox BV Class A -CW26 *W EXP 10/01/202 24,557 $5K Reduce -1.8%
Total filed on the 13F, all lines: $2.3B.
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ ARRY Array Technologies Inc. Reduce -57.4% 2.28% −4.11 PPL PPL Corp. Reduce -48.6% 3.03% −3.12 NOVAQ Sunnova Energy International Reduce -50.9% 0.65% −2.83 EMR Emerson Electric Co. Reduce -97.3% 0.07% −2.33 SGML Sigma Lithium Corp. Reduce -19.6% 1.01% −2.23 NIO Nio Inc. - ADR Reduce -99.4% 0.01% −1.86 GM General Motors Co. Sold out 0.00% −1.43 GT Goodyear Tire & Rubber Co. Reduce -46.9% 1.29% −1.40 SQM Quimica Y Minera Chil-SP ADR Sold out 0.00% −1.31 XPEV Xpeng Inc. - ADR Reduce -99.0% 0.01% −1.20 PCG P G & E Corp. Reduce -13.9% 3.03% −0.98 NFE New Fortress Energy Inc. Reduce -21.3% 1.40% −0.92 FLNC Fluence Energy Inc. Reduce -14.4% 1.26% −0.89 EIX Edison International Reduce -13.3% 3.51% −0.82 HRI Herc Holdings Inc. Reduce -22.8% 3.45% −0.74 SHLS Shoals Technologies Group -A Reduce -22.1% 0.82% −0.73 BE Bloom Energy Corp. Class A Reduce -27.5% 0.67% −0.62 UBER Uber Technologies Inc. Reduce -6.8% 2.72% +0.25 PWR Quanta Services Inc. Reduce -4.6% 6.03% +0.47 CRH CRH PLC Reduce -7.1% 6.56% +0.57 VST Vistra Corp. Reduce -27.6% 4.71% +0.90 MTZ Mastec Inc. Reduce -0.3% 7.03% +0.97 VRT Vertiv Holdings Co. Class A Reduce -12.4% 8.35% +2.42 CEG Constellation Energy Reduce -4.8% 8.52% +2.52
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ GE General Electric Add +75.9% 10.54% +5.92 ES Eversource Energy New 2.47% +2.47 JCI Johnson Controls Internation New 2.26% +2.26 ETR Entergy Corp. New 1.55% +1.55 TAN Invesco Solar ETF New 0.97% +0.97 DLR Digital Realty Trust Inc. Add +76.6% 2.05% +0.90 ROK Rockwell Automation Inc. New 0.90% +0.90 EQIX Equinix Inc. Add +78.1% 2.02% +0.85 NXT Nextpower Inc. New 0.81% +0.81 STLA Stellantis NV New 0.70% +0.70 CX Cemex Sab-Spons ADR Part Cer New 0.61% +0.61 GEV GE Vernova Inc. New 0.58% +0.58 ENPH Enphase Energy Inc. New 0.56% +0.56 ENVX Enovix Corp. Add +73.5% 1.97% +0.09 AES AES Corp. Add +15.9% 4.63% +0.09 ETN Eaton Corp. PLC New 0.07% +0.07 FSLR First Solar Inc. New 0.07% +0.07 RUN Sunrun Inc. New 0.05% +0.05 MAXNQ Maxeon Solar Technologie New 0.02% +0.02 STEM Stem Inc. New 0.01% +0.01 EOSE Eos Energy Enterprises Inc. Add +1.3% 0.32% −0.03
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ SPY SS SPDR S&P 500 ETF Trust-US put Sold out 265,000 $126.0Mbefore exit IWM iShares Russell 2000 ETF put Sold out 470,000 $94.3Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2023 → Q1 2024 Security Class Change vs Q4 2023 Shares / Principal Value ▼ SESCW Ivanhoe Capital Class A -CW27 *W EXP 12/10/202 Reduce -1.8% 239,752 $18K WBXWF Wallbox BV Class A -CW26 *W EXP 10/01/202 Reduce -1.8% 24,557 $5K
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 45 $2.5B FLEX, MTZ, XEL, NEE, ETR Q1 2026 43 $2.1B MTZ, NEE, XEL, FE, ETR Q4 2025 Amended 39 $2.2B CEG, MTZ, XEL, NEE, JCI Q3 2025 36 $2.2B CEG, MTZ, NEE, ETR, XEL Q2 2025 35 $1.9B CEG, JCI, MMM, APD, MTZ Q1 2025 35 $1.4B MMM, CEG, XEL, EXC, APD Q4 2024 38 $1.7B GEV, CEG, MTZ, MMM, PWR Q3 2024 43 $2.1B CEG, GEV, MTZ, MMM, XLI Q2 2024 Amended 45 $1.9B CEG, MTZ, VRT, GEV, VST Q1 2024 44 $2.3B GE, CEG, VRT, MTZ, CRH