Electron Capital Partners, LLC
CIK 1586986 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- CEG10.58%
- JCI7.65%
- MMM7.13%
- APD7.09%
- MTZ6.81%
- XEL6.30%
- NEE6.03%
- GEV5.42%
- PWR4.68%
- ENVX3.91%
Share classes counted separately65.60%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- EXCWeight decreased · -4.76 pp8.40% → 3.64%Shares -977.45K (-38.41%)
- XELWeight decreased · -3.44 pp9.74% → 6.30%Shares -193.57K (-10.07%)
- BAWeight increased · +3.24 pp0.60% → 3.84%Shares +293.45K (+594.37%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CEGCONSTELLATION ENERGY View history and evidence | $197.66M | 10.58% | 612.41K shares | 10.02% → 10.58%+0.56 pp -81.57K (-11.75%) | Reduced | ↗▾ |
| 02 | JCIJOHNSON CONTROLS INTERNATIONSHS View history and evidence | $142.93M | 7.65% | 1.35M shares | 4.48% → 7.65%+3.17 pp +572.26K (+73.27%) | Added | ↗▾ |
| 03 | MMM3M CO View history and evidence | $133.35M | 7.13% | 875.89K shares | 10.25% → 7.13%-3.12 pp -99.00K (-10.15%) | Reduced | ↗▾ |
| 04 | APDAIR PRODUCTS & CHEMICALS INC View history and evidence | $132.48M | 7.09% | 469.68K shares | 6.58% → 7.09%+0.51 pp +158.01K (+50.70%) | Added | ↗▾ |
| 05 | MTZMASTEC INC View history and evidence | $127.37M | 6.81% | 747.33K shares | 6.13% → 6.81%+0.68 pp +14.50K (+1.98%) | Added | ↗▾ |
| 06 | XELXCEL ENERGY INC View history and evidence | $117.68M | 6.30% | 1.73M shares | 9.74% → 6.30%-3.44 pp -193.57K (-10.07%) | Reduced | ↗▾ |
| 07 | NEENEXTERA ENERGY INC View history and evidence | $112.66M | 6.03% | 1.62M shares | 4.54% → 6.03%+1.49 pp +728.04K (+81.36%) | Added | ↗▾ |
| 08 | GEVGE VERNOVA INC View history and evidence | $101.21M | 5.42% | 191.27K shares | 5.73% → 5.42%-0.31 pp -70.70K (-26.99%) | Reduced | ↗▾ |
| 09 | PWRQUANTA SERVICES INC View history and evidence | $87.47M | 4.68% | 231.36K shares | 4.55% → 4.68%+0.13 pp -18.44K (-7.38%) | Reduced | ↗▾ |
| 10 | ENVXENOVIX CORP View history and evidence | $73.07M | 3.91% | 7.07M shares | 3.53% → 3.91%+0.38 pp +353.53K (+5.27%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPY SS SPDR S&P 500 ETF TRUST-US | Put | -229,000 | -$128.10M | SEC filing ↗ | SEC filing ↗ |
| TLT ISHARES 20+ YEAR TREASURY BD | Non-derivative | -857,600 | -$78.07M | SEC filing ↗ | SEC filing ↗ |
| LI LI AUTO INC - ADR | Non-derivative | -978,500 | -$24.66M | SEC filing ↗ | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1586986 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1868950558
}Research all 36 reported holdings.
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