Electron Capital Partners, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 15, 2024), Electron Capital Partners, LLC reported 45 stock positions worth $1.9 billion. Its top holding was Constellation Energy (CEG) at 10.7% of the portfolio, followed by Mastec (MTZ, 7.9%) and Vertiv Class A (VRT, 7.5%). Compared with Q1 2024, it opened 7 new positions, sold out of 6, added to 17 and reduced 20. The biggest buy was GE Vernova (GEV, shares +676%) and the biggest sale General Electric (GE, shares −76%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001586986
Portfolio Value
$1.9B (Q2 2024)
SEC Filing
0001012975-24-000342 ↗ filed Aug 15, 2024

Holdings Value

0$1.0B$2.0B$3.0B Q1 2024: $2.3B Q1 2024 Q2 2024: $1.9B $1.9B Q2 2024 Q3 2024: $2.1B Q3 2024 Q4 2024: $1.7B Q4 2024 Q1 2025: $1.4B Q1 2025 Q2 2025: $1.9B Q2 2025 Q3 2025: $2.2B Q3 2025 Q4 2025: $2.2B Q4 2025 Q1 2026: $2.1B Q1 2026 Q2 2026: $2.5B Q2 2026

Holdings 45 stocks · $1.9B
CEG Constellation Energy 10.73% 1,041,594 $208.6M Reduce -0.9%
MTZ Mastec Inc. 7.88% 1,432,335 $153.2M Reduce -16.7%
VRT Vertiv Holdings Co. Class A 7.55% 1,695,323 $146.8M Reduce -27.3%
GEV GE Vernova Inc. 6.66% 755,319 $129.5M Add +676.3%
VST Vistra Corp. 5.58% 1,262,590 $108.6M Reduce -18.1%
PWR Quanta Services Inc. 5.39% 412,371 $104.8M Reduce -22.1%
ENVX Enovix Corp. 4.61% 5,802,362 $89.7M Add +3.3%
EIX Edison International 4.37% 1,183,713 $85.0M Add +4.5%
MMM 3M Co. 3.95% 750,877 $76.7M New
PCG P G & E Corp. 3.87% 4,306,007 $75.2M Add +4.5%
PPL PPL Corp. 3.73% 2,622,142 $72.5M Add +4.3%
AES AES Corp. 3.42% 3,784,504 $66.5M Reduce -35.7%
ETR Entergy Corp. 3.20% 581,860 $62.3M Add +73.6%
NEE Nextera Energy Inc. 3.16% 868,058 $61.5M New
GE General Electric filed as GE AEROSPACE 2.69% 329,231 $52.3M Reduce -76.0%
HRI Herc Holdings Inc. filed as HERC HLDGS INC 2.56% 374,120 $49.9M Reduce -19.9%
CRH CRH PLC 1.72% 446,524 $33.5M Reduce -74.3%
ARRY Array Technologies Inc. 1.66% 3,152,944 $32.3M Reduce -9.8%
EMN Eastman Chemical Co. 1.60% 317,451 $31.1M New
UBER Uber Technologies Inc. 1.58% 423,014 $30.7M Reduce -47.5%
JCI Johnson Controls Internation 1.53% 447,065 $29.7M Reduce -43.4%
FLNC Fluence Energy Inc. 1.51% 1,694,296 $29.4M Add +2.0%
DLR Digital Realty Trust Inc. 1.51% 192,781 $29.3M Reduce -40.6%
APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC 1.25% 345,613 $24.3M New
EQIX Equinix Inc. 1.24% 31,990 $24.2M Reduce -42.8%
NFE New Fortress Energy Inc. 1.23% 1,083,762 $23.8M Add +4.1%
SGML Sigma Lithium Corp. 1.12% 1,803,506 $21.7M Add +1.5%
BE Bloom Energy Corp. Class A 0.87% 1,389,194 $17.0M Add +2.0%
NOVAQ Sunnova Energy International 0.86% 3,004,938 $16.8M Add +24.5%
NXT Nextpower Inc. filed as NEXTRACKER INC 0.78% 324,024 $15.2M Reduce -1.4%
ENPH Enphase Energy Inc. 0.70% 137,055 $13.7M Add +29.8%
EOSE Eos Energy Enterprises Inc. 0.50% 7,669,757 $9.7M Add +8.8%
OPAL Opal Fuels Inc. Class A 0.38% 1,800,000 $7.4M No change
AXIAY Axia Energia-ADR filed as CENTRAIS ELETRICAS BRASILEIR 0.10% 306,400 $2.0M New
CTRI Centuri Holdings Inc. 0.09% 92,590 $1.8M New
ETN Eaton Corp. PLC 0.09% 5,276 $1.7M Reduce -0.2%
EMR Emerson Electric Co. 0.08% 14,223 $1.6M Reduce -0.2%
ROK Rockwell Automation Inc. 0.08% 5,437 $1.5M Reduce -92.3%
NVT Nvent Electric PLC 0.06% 14,986 $1.1M New
RUN Sunrun Inc. 0.03% 56,301 $668K Reduce -38.6%
SHLS Shoals Technologies Group -A 0.02% 77,553 $484K Reduce -95.4%
STEM Stem Inc. 0.01% 125,180 $139K Add +1.6%
XPEV Xpeng Inc. - ADR 0.01% 17,706 $130K Add +1.6%
NIO Nio Inc. - ADR 0.01% 28,932 $120K Add +1.6%
MAXNQ Maxeon Solar Technologie 0.01% 121,419 $104K Add +1.6%
Other holdings (2): bonds, preferreds, convertibles and warrants · $14K (not counted above)
SecurityClassShares / PrincipalValueChange
SESCW Ivanhoe Capital Class A -CW27 *W EXP 12/10/202 239,752$11KNo change
WBXWF Wallbox BV Class A -CW26 *W EXP 10/01/202 24,557$3KNo change

Total filed on the 13F, all lines: $1.9B.

Portfolio Sells Q1 2024 → Q2 2024
GE General Electric Reduce -76.0% 2.69% −7.84
CRH CRH PLC Reduce -74.3% 1.72% −4.84
ES Eversource Energy Sold out 0.00% −2.47
GT Goodyear Tire & Rubber Co. Sold out 0.00% −1.29
AES AES Corp. Reduce -35.7% 3.42% −1.21
UBER Uber Technologies Inc. Reduce -47.5% 1.58% −1.14
TAN Invesco Solar ETF Sold out 0.00% −0.97
HRI Herc Holdings Inc. Reduce -19.9% 2.56% −0.88
ROK Rockwell Automation Inc. Reduce -92.3% 0.08% −0.82
VRT Vertiv Holdings Co. Class A Reduce -27.3% 7.55% −0.81
SHLS Shoals Technologies Group -A Reduce -95.4% 0.02% −0.80
EQIX Equinix Inc. Reduce -42.8% 1.24% −0.78
JCI Johnson Controls Internation Reduce -43.4% 1.53% −0.73
STLA Stellantis NV Sold out 0.00% −0.70
PWR Quanta Services Inc. Reduce -22.1% 5.39% −0.64
ARRY Array Technologies Inc. Reduce -9.8% 1.66% −0.62
CX Cemex Sab-Spons ADR Part Cer Sold out 0.00% −0.61
DLR Digital Realty Trust Inc. Reduce -40.6% 1.51% −0.54
FSLR First Solar Inc. Sold out 0.00% −0.07
NXT Nextpower Inc. Reduce -1.4% 0.78% −0.03
RUN Sunrun Inc. Reduce -38.6% 0.03% −0.02
EMR Emerson Electric Co. Reduce -0.2% 0.08% +0.01
ETN Eaton Corp. PLC Reduce -0.2% 0.09% +0.01
MTZ Mastec Inc. Reduce -16.7% 7.88% +0.85
VST Vistra Corp. Reduce -18.1% 5.58% +0.88
CEG Constellation Energy Reduce -0.9% 10.73% +2.21

Portfolio Buys Q1 2024 → Q2 2024
GEV GE Vernova Inc. Add +676.3% 6.66% +6.08
MMM 3M Co. New 3.95% +3.95
NEE Nextera Energy Inc. New 3.16% +3.16
ENVX Enovix Corp. Add +3.3% 4.61% +2.64
ETR Entergy Corp. Add +73.6% 3.20% +1.65
EMN Eastman Chemical Co. New 1.60% +1.60
APTV Aptiv Irish Holdings Ltd. New 1.25% +1.25
EIX Edison International Add +4.5% 4.37% +0.86
PCG P G & E Corp. Add +4.5% 3.87% +0.84
PPL PPL Corp. Add +4.3% 3.73% +0.69
FLNC Fluence Energy Inc. Add +2.0% 1.51% +0.25
NOVAQ Sunnova Energy International Add +24.5% 0.86% +0.21
BE Bloom Energy Corp. Class A Add +2.0% 0.87% +0.20
EOSE Eos Energy Enterprises Inc. Add +8.8% 0.50% +0.18
ENPH Enphase Energy Inc. Add +29.8% 0.70% +0.14
SGML Sigma Lithium Corp. Add +1.5% 1.12% +0.11
AXIAY Axia Energia-ADR New 0.10% +0.10
CTRI Centuri Holdings Inc. New 0.09% +0.09
NVT Nvent Electric PLC New 0.06% +0.06
XPEV Xpeng Inc. - ADR Add +1.6% 0.01% +0.00
NIO Nio Inc. - ADR Add +1.6% 0.01% +0.00
STEM Stem Inc. Add +1.6% 0.01% −0.00
MAXNQ Maxeon Solar Technologie Add +1.6% 0.01% −0.01
NFE New Fortress Energy Inc. Add +4.1% 1.23% −0.17

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 45$2.5BFLEX, MTZ, XEL, NEE, ETR
Q1 2026 43$2.1BMTZ, NEE, XEL, FE, ETR
Q4 2025Amended 39$2.2BCEG, MTZ, XEL, NEE, JCI
Q3 2025 36$2.2BCEG, MTZ, NEE, ETR, XEL
Q2 2025 35$1.9BCEG, JCI, MMM, APD, MTZ
Q1 2025 35$1.4BMMM, CEG, XEL, EXC, APD
Q4 2024 38$1.7BGEV, CEG, MTZ, MMM, PWR
Q3 2024 43$2.1BCEG, GEV, MTZ, MMM, XLI
Q2 2024Amended 45$1.9BCEG, MTZ, VRT, GEV, VST
Q1 2024 44$2.3BGE, CEG, VRT, MTZ, CRH