Electron Capital Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EC Electron Capital Partners, LLC | Institutional Filer | ▲ 2.99% | $2.22B | 44 |
Current Portfolio Holdings
Showing all 44 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MTZ | MasTec, Inc. | Industrials | 713K | $229.4M | 10.34% |
| 2 | NEE | NextEra Energy, Inc. | Utilities | 2.0M | $189.5M | 8.54% |
| 3 | XEL | Xcel Energy Inc. | Utilities | 1.9M | $152.4M | 6.87% |
| 4 | FE | FirstEnergy Corp. | Utilities | 3.0M | $151.6M | 6.83% |
| 5 | CEG | Constellation Energy Corporation | Utilities | 543K | $151.6M | 6.83% |
| 6 | ETR | Entergy Corporation | Utilities | 1.3M | $142.2M | 6.41% |
| 7 | COHR | Coherent, Inc. | Technology | 452K | $107.7M | 4.85% |
| 8 | DOW | Dow Inc. | Basic Materials | 1.9M | $79.9M | 3.60% |
| 9 | WMB | The Williams Companies, Inc. | Energy | 1.1M | $79.3M | 3.58% |
| 10 | ULS | UL Solutions Inc. | Industrials | 714K | $61.2M | 2.76% |
| 11 | PCG | PG&E Corporation | Utilities | 3.5M | $61.2M | 2.76% |
| 12 | JCI | Johnson Controls International plc | Industrials | 464K | $60.7M | 2.74% |
| 13 | NRG | NRG Energy, Inc. | Utilities | 407K | $59.5M | 2.68% |
| 14 | XLU | Utilities Select Sector SPDR Fund | — | 1.2M | $56.9M | 2.57% |
| 15 | FDX | FedEx Corporation | Industrials | 159K | $56.7M | 2.56% |
Showing 1 to 15 of 44 holdings