EC
| |
Electron Capital Partners, LLC13F | |
| Electron Capital Partners, LLC | |
| Last update 2025-05-15 | 38 Stocks (7 new) |
| Value $1.52 Bil | Turnover 26 % |
Electron Capital Partners, LLC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MMM | 3M Co | 974,887 | 143,171.9 | -6.18% | 9.390 | -0.43% | 0.180 | +18.26% | +19.87% | 82,465.5 | Conglomerates | |
CEG | Constellation Energy Corp | 693,983 | 139,927.8 | -11.27% | 9.180 | -1.03% | 0.220 | +55.73% | +44.14% | 100,738.6 |
Utilities - Independent Power Producers
Utilities - Independent Power Producers
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XEL | Xcel Energy Inc | 1,921,636 | 136,032.6 | +93.69% | 8.920 | +4.31% | 0.330 | +1.19% | +6.86% | 40,592.4 | Utilities - Regulated | |
SPY
PUT
| SPDR S&P 500 ETF Trust | 229,000 | 128,100.3 | 0% | 8.400 | 0% | 0.020 | +19.57% | +7.72% | 643,289.7 | ||
EXC | Exelon Corp | 2,545,014 | 117,274.3 | New Holding | 7.690 | +7.69% | 0.250 | -7.35% | +17.41% | 43,813.8 | Utilities - Regulated | |
APD | Air Products & Chemicals Inc | 311,668 | 91,917.1 | +251.42% | 6.030 | +4.31% | 0.140 | +13.05% | +3.73% | 65,719.5 | Chemicals | |
MTZ | MasTec Inc | 732,829 | 85,528.5 | -29.33% | 5.610 | -2.15% | 0.930 | +52.69% | +30.51% | 14,018.7 | Construction | |
GEV | GE Vernova Inc | 261,965 | 79,972.7 | -51.90% | 5.250 | -4.84% | 0.100 | +77.59% | +74.82% | 156,828.3 | Industrial Products | |
TLT | iShares 20+ Year Treasury Bond ETF | 857,600 | 78,067.3 | New Holding | 5.120 | +5.12% | 0.160 | -1.53% | -0.28% | 47,103.6 | ||
PWR | Quanta Services Inc | 249,807 | 63,495.9 | -28.96% | 4.170 | -1.67% | 0.170 | +50.97% | +27.73% | 59,770.0 | Construction |
Electron Capital Partners, LLC's Historical Top Holdings Breakdowns
Electron Capital Partners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EXC | Exelon Corp | 2025-03-31 | New Buy New Buy | +7.69% | 37.3 ($41.8) 46.08 | $43.40 | 3.83% | New holding | 2,545,014 | 2,545,014 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | New Buy New Buy | +5.12% | 85.29 ($89.02) 92.57 | $85.24 | -4.25% | New holding | 857,600 | 857,600 | |
GEV | GE Vernova Inc | 2025-03-31 | Reduce Reduce | -4.84% | 270.13 ($348.71) 437.71 | $574.60 | 64.78% | Reduce -51.9% | 261,965 | -282,706 | |
APD | Air Products & Chemicals Inc | 2025-03-31 | Add Add | +4.31% | 283.24 ($308.4) 338.07 | $295.31 | -4.24% | Add 251.42% | 311,668 | 222,980 | |
XEL | Xcel Energy Inc | 2025-03-31 | Add Add | +4.31% | 63.37 ($68.08) 72.1 | $70.38 | 3.38% | Add 93.69% | 1,921,636 | 929,516 | |
HRI | Herc Holdings Inc | 2025-03-31 | Reduce Reduce | -3.24% | 122.25 ($170.37) 211.06 | $136.65 | -19.79% | Reduce -96.46% | 12,055 | -328,894 | |
EIX | Edison International | 2025-03-31 | Reduce Reduce | -2.88% | 50.06 ($57.47) 80.01 | $51.14 | -11.01% | Reduce -61.51% | 434,517 | -694,330 | |
UAL | United Airlines Holdings Inc | 2025-03-31 | Sold Out Sold Out | -2.80% | 69.05 ($94.43) 110.52 | $92.25 | -2.31% | Sold Out | 0 | -555,075 | |
PCG | PG&E Corp | 2025-03-31 | Reduce Reduce | -2.69% | 15.16 ($16.59) 20.4 | $13.45 | -18.93% | Reduce -54.92% | 2,100,546 | -2,559,183 | |
CARR | Carrier Global Corp | 2025-03-31 | Sold Out Sold Out | -2.61% | 62.07 ($66.44) 70.55 | $76.63 | 15.34% | Sold Out | 0 | -736,019 |
Electron Capital Partners, LLC Total Holding History ($B)
Electron Capital Partners, LLC's Asset Allocation
Electron Capital Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Electron Capital Partners, LLC's Hypothetical Growth since 2025-03-31
Electron Capital Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Electron Capital Partners, LLC's Holdings Heat Map
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Electron Capital Partners, LLC's Holdings Bubble Chart
Electron Capital Partners, LLC News
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