Electron Capital Partners, LLC Portfolio Holdings
Q3 2025•37 long positions•$2.2B portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding41 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Renewable Utilities Utilities | $191.9M 8.69% | -$9.6M Sold | 0.187% 583.3K shares | 612.4K → 583.3K −$9.6M | -4.76% | $102.80B Large Cap | Q1 2022 Held for 3y 8m | |
Engineering & Construction Industrials | $174.3M 7.9% | +$15.3M Bought | 1.04% 819.1K shares | 747.3K → 819.1K +$15.3M | +9.6% | $16.8B Large Cap | Q4 2020 Held for 4y 11m | |
Regulated Electric Utilities | $148.5M 6.73% | +$26.0M Bought | 0.096% 2.0M shares | 1.6M → 2.0M +$26.0M | +21.22% | $155.46B Large Cap | Q2 2024 Held for 1y 5m | |
Regulated Electric Utilities | $143.5M 6.5% | +$97.9M Bought | 0.345% 1.5M shares | 489.5K → 1.5M +$97.9M | +214.56% | $41.6B Large Cap | Q1 2024 Held for 1y 8m | |
Regulated Electric Utilities | $135.6M 6.14% | -$3.8M Sold | 0.284% 1.7M shares | 1.7M → 1.7M −$3.8M | -2.73% | $47.7B Large Cap | Q3 2024 Held for 1y 2m | |
Conglomerates Industrials | $123.7M 5.6% | -$12.2M Sold | 0.15% 797.3K shares | 875.9K → 797.3K −$12.2M | -8.97% | $82.7B Large Cap | Q2 2024 Held for 1y 5m | |
Renewable Utilities Utilities | $119.6M 5.42% | +$2.0M Bought | 0.071% 194.5K shares | 191.3K → 194.5K +$2.0M | +1.72% | $167.39B Large Cap | Q1 2024 Held for 1y 8m | |
Construction Industrials | $117.7M 5.33% | -$31.1M Sold | 0.164% 1.1M shares | 1.4M → 1.1M −$31.1M | -20.92% | $71.9B Large Cap | Q1 2024 Held for 1y 8m | |
Engineering & Construction Industrials | $98.9M 4.48% | +$3.1M Bought | 0.16% 238.7K shares | 231.4K → 238.7K +$3.1M | +3.18% | $61.8B Large Cap | Q3 2019 Held for 6y 2m | |
Regulated Electric Utilities | $83.1M 3.76% | +$3.5M Bought | 0.302% 2.2M shares | 2.1M → 2.2M +$3.5M | +4.38% | $27.5B Large Cap | Q3 2023 Held for 2y 2m | |
Electrical Equipment & Parts Industrials | $80.1M 3.63% | -$372.6K Sold | 3.69% 8.0M shares | 8.1M → 8.0M −$372.6K | -0.46% | $2.2B Mid Cap | Q3 2021 Held for 4y 2m | |
Electrical Equipment & Parts Industrials | $75.1M 3.4% | -$4.4M Sold | 2.36% 6.6M shares | 7.0M → 6.6M −$4.4M | -5.51% | $3.2B Mid Cap | Q3 2022 Held for 3y 2m | |
Aerospace & Defense Industrials | $74.4M 3.37% | +$366.9K Bought | 0.046% 344.5K shares | 342.8K → 344.5K +$366.9K | +0.5% | $163.20B Large Cap | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $73.7M 3.34% | +$3.1M Bought | 0.162% 1.6M shares | 1.6M → 1.6M +$3.1M | +4.42% | $45.5B Large Cap | Q1 2025 Held for 8 months | |
Solar Energy | $64.1M 2.9% | +$33.3M Bought | 2.92% 1.7M shares | 833.8K → 1.7M +$33.3M | +107.8% | $2.2B Mid Cap | Q2 2025 Held for 5 months | |
Hardware, Equipment & Parts Technology | $62.8M 2.84% | +$2.2M Bought | 0.825% 1.4M shares | 1.3M → 1.4M +$2.2M | +3.61% | $7.6B Mid Cap | Q1 2025 Held for 8 months | |
Airlines, Airports & Air Services Industrials | $56.8M 2.57% | +$56.8M Bought | 0.182% 589.0K shares | — | — | $31.2B Large Cap | Q3 2025 Held for 2 months | |
Specialty Business Services Industrials | $55.7M 2.52% | +$11.4M Bought | 0.391% 786.3K shares | 625.3K → 786.3K +$11.4M | +25.76% | $14.2B Large Cap | Q2 2025 Held for 5 months | |
Solar Energy | $41.9M 1.9% | +$39.9M Bought | 0.383% 566.4K shares | 26.7K → 566.4K +$39.9M | +2,017.68% | $10.9B Large Cap | Q1 2023 Held for 2y 8m | |
Communication Equipment Technology | $41.8M 1.89% | -$16.5M Sold | 0.277% 140.7K shares | 196.3K → 140.7K −$16.5M | -28.32% | $15.1B Large Cap | Q2 2025 Held for 5 months | |
Chemicals - Specialty Basic Materials | $38.0M 1.72% | -$90.1M Sold | 0.063% 139.3K shares | 469.7K → 139.3K −$90.1M | -70.34% | $60.7B Large Cap | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $37.0M 1.68% | +$1.4M Bought | 0.174% 669.3K shares | 644.6K → 669.3K +$1.4M | +3.84% | $21.3B Large Cap | Q2 2021 Held for 4y 5m | |
Auto - Parts Consumer Cyclical | $31.8M 1.44% | +$31.8M New | 0.335% 723.8K shares | 0 → 723.8K +$31.8M | New | $9.5B Mid Cap | Q3 2025 Held for 2 months | |
Solar Energy | $30.8M 1.4% | +$238.7K Bought | — 3.8M shares | 3.8M → 3.8M +$238.7K | +0.78% | — — | Q4 2020 Held for 4y 11m | |
Regulated Electric Utilities | $30.0M 1.36% | +$1.1M Bought | 0.091% 2.0M shares | 1.9M → 2.0M +$1.1M | +3.77% | $33.1B Large Cap | Q2 2020 Held for 5y 5m | |
Chemicals Basic Materials | $23.8M 1.08% | +$1.7M Bought | 0.516% 564.7K shares | 525.2K → 564.7K +$1.7M | +7.51% | $4.6B Mid Cap | Q2 2025 Held for 5 months | |
Auto - Parts Consumer Cyclical | $18.1M 0.818% | +$18.1M Bought | 0.157% 1.3M shares | — | — | $11.5B Large Cap | Q3 2025 Held for 2 months | |
Electrical Equipment & Parts Industrials | $10.7M 0.483% | +$10.7M Bought | 0.393% 4.6M shares | — | — | $2.7B Mid Cap | Q3 2025 Held for 2 months | |
Industrial Materials Basic Materials | $7.1M 0.323% | +$287.8K Bought | 1.0% 1.1M shares | 1.1M → 1.1M +$287.8K | +4.2% | $713.5M Small Cap | Q4 2023 Held for 1y 11m | |
Electrical Equipment & Parts Industrials | $4.3M 0.193% | -$10.0K Sold | 0.007% 28.3K shares | 28.3K → 28.3K −$10.0K | -0.23% | $57.6B Large Cap | Q2 2023 Held for 2y 5m | |
Regulated Gas Utilities | $4.0M 0.179% | — | 6.21% 1.8M shares | — | — | $63.8M Micro Cap | Q3 2022 Held for 3y 2m | |
Unknown Unknown | $2.7M 0.121% | -$6.3K Sold | — 69.3K shares | 69.4K → 69.3K −$6.3K | -0.23% | — — | Q1 2025 Held for 8 months | |
Solar Energy | $2.4M 0.107% | -$12.3M Sold | 0.19% 317.7K shares | 2.0M → 317.7K −$12.3M | -83.93% | $1.2B Small Cap | Q3 2023 Held for 2y 2m | |
Auto - Parts Consumer Cyclical | $1.8M 0.081% | -$4.2K Sold | 0.041% 63.6K shares | 63.8K → 63.6K −$4.2K | -0.23% | $4.4B Mid Cap | Q1 2025 Held for 8 months | |
Unknown Unknown | $1.4M 0.063% | +$1.4M New | — 140.4K shares | 0 → 140.4K +$1.4M | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $665.5K 0.03% | -$1.6K Sold | — 35.8K shares | 35.9K → 35.8K −$1.6K | -0.23% | — — | Q4 2024 Held for 11 months | |
Auto - Parts Consumer Cyclical | $41.8K 0.002% | — | — 239.8K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | - — | -$6.5M Sold | — - shares | 1.3M → 0 −$6.5M | Sold | — — | Q4 2024 Held for 11 months | |
Independent Power Producers Utilities | - — | -$30.2M Sold | — - shares | 188.0K → 0 −$30.2M | Sold | $30.0B Large Cap | Q2 2025 Held for 5 months | |
Rental & Leasing Services Industrials | - — | -$1.6M Sold | — - shares | 12.0K → 0 −$1.6M | Sold | $4.1B Mid Cap | Q2 2020 Held for 5y 5m | |
Rental & Leasing Services Industrials | - — | -$12.3M Sold | — - shares | 1.8M → 0 −$12.3M | Sold | $2.3B Mid Cap | Q2 2025 Held for 5 months |
