Electron Capital Partners, LLC In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Electron Capital Partners, LLC reported 43 stock positions worth $2.1 billion . Its top holding was Constellation Energy (CEG) at 11.1% of the portfolio, followed by GE Vernova (GEV, 10.1% ) and Mastec (MTZ, 7.5% ). Compared with Q2 2024, it opened 6 new positions, sold out of 8, added to 20 and reduced 16. The biggest buy was a new position in SS Industrial Select Sector (XLI) and the biggest sale Vertiv Class A (VRT, shares −86% ).
Location NEW YORK, NY
CIK 0001586986
Portfolio Value $2.1B (Q3 2024) Holdings 43 stocks · $2.1B 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 Q2 2024 CEG Constellation Energy 884,633 $230.0M Reduce -15.1% GEV GE Vernova Inc. 820,836 $209.3M Add +8.7% MTZ Mastec Inc. 1,266,569 $155.9M Reduce -11.6% MMM 3M Co. 1,008,252 $137.8M Add +34.3% XLI SS Industrial Select Sector 849,000 $115.0M New PWR Quanta Services Inc. 356,483 $106.3M Reduce -13.6% PPL PPL Corp. 2,772,252 $91.7M Add +5.7% PCG P G & E Corp. 4,552,920 $90.0M Add +5.7% EIX Edison International 942,331 $82.1M Reduce -20.4% SPY SS SPDR S&P 500 ETF Trust-US 140,000 $80.3M New ETR Entergy Corp. 607,003 $79.9M Add +4.3% NEE Nextera Energy Inc. 902,624 $76.3M Add +4.0% JCI Johnson Controls Internation 776,573 $60.3M Add +73.7% ENPH Enphase Energy Inc. 490,221 $55.4M Add +257.7% HRI Herc Holdings Inc. filed as HERC HLDGS INC 339,547 $54.1M Reduce -9.2% XEL Xcel Energy Inc. 809,362 $52.9M New ENVX Enovix Corp. 5,629,625 $52.6M Reduce -3.0% CARR Carrier Global Corp. 560,764 $45.1M New EMN Eastman Chemical Co. 315,610 $35.3M Reduce -0.6% AES AES Corp. 1,690,391 $33.9M Reduce -55.3% UBER Uber Technologies Inc. 442,843 $33.3M Add +4.7% NOVAQ Sunnova Energy International 3,411,985 $33.2M Add +13.6% FLNC Fluence Energy Inc. 1,284,625 $29.2M Reduce -24.2% VRT Vertiv Holdings Co. Class A 241,815 $24.1M Reduce -85.7% EOSE Eos Energy Enterprises Inc. 7,960,138 $23.6M Add +3.8% SGML Sigma Lithium Corp. 1,420,806 $17.6M Reduce -21.2% LI Li Auto Inc. - ADR 621,875 $16.0M New APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC 203,211 $14.6M Reduce -41.2% BE Bloom Energy Corp. Class A 1,256,114 $13.3M Reduce -9.6% ARRY Array Technologies Inc. 1,889,792 $12.5M Reduce -40.1% OPAL Opal Fuels Inc. Class A 1,800,000 $6.6M No change AXIAY Axia Energia-ADR filed as CENTRAIS ELETRICAS BRASILEIR 257,171 $1.9M Reduce -16.1% ETN Eaton Corp. PLC 5,337 $1.8M Add +1.2% EMR Emerson Electric Co. 14,387 $1.6M Add +1.1% FSLR First Solar Inc. 5,639 $1.4M New NVT Nvent Electric PLC 15,160 $1.1M Add +1.2% RUN Sunrun Inc. 56,950 $1.0M Add +1.1% NXT Nextpower Inc. filed as NEXTRACKER INC 18,748 $703K Reduce -94.2% SHLS Shoals Technologies Group -A 78,447 $440K Add +1.1% XPEV Xpeng Inc. - ADR 17,911 $218K Add +1.2% NIO Nio Inc. - ADR 29,266 $195K Add +1.1% STEM Stem Inc. 126,624 $44K Add +1.1% MAXNQ Maxeon Solar Technologie 122,820 $12K Add +1.1%
Other holdings (2): bonds, preferreds, convertibles and warrants · $12K (not counted above) Security Class Shares / Principal Value Change SESCW Ivanhoe Capital Class A -CW27 *W EXP 12/10/202 239,752 $9K No change WBXWF Wallbox BV Class A -CW26 *W EXP 10/01/202 24,557 $2K No change
Total filed on the 13F, all lines: $2.1B.
Portfolio Sells Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▲ VRT Vertiv Holdings Co. Class A Reduce -85.7% 1.16% −6.39 VST Vistra Corp. Sold out 0.00% −5.58 GE General Electric Sold out 0.00% −2.69 ENVX Enovix Corp. Reduce -3.0% 2.53% −2.08 AES AES Corp. Reduce -55.3% 1.63% −1.79 CRH CRH PLC Sold out 0.00% −1.72 DLR Digital Realty Trust Inc. Sold out 0.00% −1.51 EQIX Equinix Inc. Sold out 0.00% −1.24 NFE New Fortress Energy Inc. Sold out 0.00% −1.23 ARRY Array Technologies Inc. Reduce -40.1% 0.60% −1.06 NXT Nextpower Inc. Reduce -94.2% 0.03% −0.75 APTV Aptiv Irish Holdings Ltd. Reduce -41.2% 0.70% −0.55 EIX Edison International Reduce -20.4% 3.95% −0.42 MTZ Mastec Inc. Reduce -11.6% 7.50% −0.38 PWR Quanta Services Inc. Reduce -13.6% 5.11% −0.28 SGML Sigma Lithium Corp. Reduce -21.2% 0.84% −0.27 BE Bloom Energy Corp. Class A Reduce -9.6% 0.64% −0.24 FLNC Fluence Energy Inc. Reduce -24.2% 1.40% −0.11 CTRI Centuri Holdings Inc. Sold out 0.00% −0.09 ROK Rockwell Automation Inc. Sold out 0.00% −0.08 AXIAY Axia Energia-ADR Reduce -16.1% 0.09% −0.01 HRI Herc Holdings Inc. Reduce -9.2% 2.60% +0.04 EMN Eastman Chemical Co. Reduce -0.6% 1.70% +0.10 CEG Constellation Energy Reduce -15.1% 11.07% +0.34
Portfolio Buys Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▼ XLI SS Industrial Select Sector New 5.53% +5.53 SPY SS SPDR S&P 500 ETF Trust-US New 3.86% +3.86 GEV GE Vernova Inc. Add +8.7% 10.07% +3.41 MMM 3M Co. Add +34.3% 6.63% +2.68 XEL Xcel Energy Inc. New 2.54% +2.54 CARR Carrier Global Corp. New 2.17% +2.17 ENPH Enphase Energy Inc. Add +257.7% 2.67% +1.96 JCI Johnson Controls Internation Add +73.7% 2.90% +1.37 LI Li Auto Inc. - ADR New 0.77% +0.77 NOVAQ Sunnova Energy International Add +13.6% 1.60% +0.74 PPL PPL Corp. Add +5.7% 4.41% +0.68 ETR Entergy Corp. Add +4.3% 3.84% +0.64 EOSE Eos Energy Enterprises Inc. Add +3.8% 1.14% +0.64 NEE Nextera Energy Inc. Add +4.0% 3.67% +0.51 PCG P G & E Corp. Add +5.7% 4.33% +0.46 FSLR First Solar Inc. New 0.07% +0.07 UBER Uber Technologies Inc. Add +4.7% 1.60% +0.02 RUN Sunrun Inc. Add +1.1% 0.05% +0.02 XPEV Xpeng Inc. - ADR Add +1.2% 0.01% +0.00 NIO Nio Inc. - ADR Add +1.1% 0.01% +0.00 ETN Eaton Corp. PLC Add +1.2% 0.09% 0.00 SHLS Shoals Technologies Group -A Add +1.1% 0.02% −0.00 MAXNQ Maxeon Solar Technologie Add +1.1% 0.00% −0.00 EMR Emerson Electric Co. Add +1.1% 0.08% −0.00 STEM Stem Inc. Add +1.1% 0.00% −0.01 NVT Nvent Electric PLC Add +1.2% 0.05% −0.01
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