ECP
Electron Capital Partners Portfolio holdings
AUM
$1.87B
1-Year Est. Return
57.74%
1 Year Est. Return
+57.74%
AUM
$1.87B
AUM Growth
+$473M
(+34%)
Holding
44
Top Buys
| 1 | +$61.5M | |
| 2 | +$60.5M | |
| 3 | +$60.4M | |
| 4 |
NextEra Energy
NEE
|
+$50.5M |
| 5 |
UL Solutions
ULS
|
+$45.6M |
Top Sells
| 1 | +$78.1M | |
| 2 | +$42.4M | |
| 3 | +$37.4M | |
| 4 |
Constellation Energy
CEG
|
+$26.3M |
| 5 |
Li Auto
LI
|
+$24.7M |
Sector Composition
| 1 | Industrials | 44.77% |
| 2 | Utilities | 37.66% |
| 3 | Materials | 8.9% |
| 4 | Technology | 8.24% |
| 5 | Financials | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Constellation Energy
CEG
$116B
| $198M | 10.58% |
612,409
-81,574
|
|
||
2
Johnson Controls International
JCI
$72.4B
| $143M | 7.65% |
1,353,241
+572,258
|
|
||
3
3M
MMM
$82.4B
| $133M | 7.13% |
875,888
-98,999
|
|
||
4
Air Products & Chemicals
APD
$56.6B
| $132M | 7.09% |
469,679
+158,011
|
|
||
5
MasTec
MTZ
$16.2B
| $127M | 6.81% |
747,333
+14,504
|
|
||
6
Xcel Energy
XEL
$48.1B
| $118M | 6.3% |
1,728,063
-193,573
|
|
||
|
7
NextEra Energy
NEE
$175B
| $113M | 6.03% |
1,622,818
+728,036
|
|
||
8
GE Vernova
GEV
$162B
| $101M | 5.42% |
191,267
-70,698
|
|
||
9
Quanta Services
PWR
$65.7B
| $87.5M | 4.68% |
231,363
-18,444
|
|
||
10
Enovix
ENVX
$2.76B
| $73.1M | 3.91% |
8,075,763
+404,034
|
|
||
11
PPL Corp
PPL
$27.9B
| $72.6M | 3.88% |
2,141,754
+1,108,250
|
|
||
12
Boeing
BA
$164B
| $71.8M | 3.84% |
342,823
+293,451
|
|
||
13
Exelon
EXC
$48.7B
| $68.1M | 3.64% |
1,567,565
-977,449
|
|
||
14
Zebra Technologies
ZBRA
$15.3B
| $60.5M | 3.24% |
+196,298
|
|
||
|
15
UL Solutions
ULS
$15.4B
| $45.6M | 2.44% |
+625,281
|
|
||
16
Cognex
CGNX
$7.94B
| $42.4M | 2.27% |
1,337,608
+991,567
|
|
||
17
Entergy
ETR
$43.2B
| $40.7M | 2.18% |
489,476
-147,713
|
|
||
18
Eos Energy Enterprises
EOSE
$4.19B
| $35.7M | 1.91% |
6,979,422
+1,989,144
|
|
||
19
Edison International
EIX
$22.2B
| $33.3M | 1.78% |
644,573
+210,056
|
|
||
20
NRG Energy
NRG
$32.3B
| $30.2M | 1.62% |
+188,016
|
|
||
21
Celanese
CE
$4.49B
| $29.1M | 1.56% |
+525,240
|
|
||
22
PG&E
PCG
$36.7B
| $26.7M | 1.43% |
1,918,031
-182,515
|
|
||
23
Array Technologies
ARRY
$1.37B
| $22.1M | 1.19% |
3,753,862
+3,511
|
|
||
24
SolarEdge
SEDG
$2.37B
| $17M | 0.91% |
+833,764
|
|
||
25
Hertz
HTZ
$1.56B
| $12.3M | 0.66% |
+1,804,433
|
|