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ECP

Electron Capital Partners Portfolio holdings

AUM $2.55B
1-Year Est. Return 87.77%
This Fund
S&P 500
This Quarter Est. Return
+17.38%
1 Year Est. Return
+87.77%
3 Year Est. Return
+268.78%
5 Year Est. Return
+456.81%
10 Year Est. Return
+3,673.65%
AUM
$2.21B
AUM Growth
+$339M
Cap. Flow
+$103M
Cap. Flow %
4.66%
Top 10 Hldgs %
60.55%
Holding
41
New
5
Increased
17
Reduced
13
Closed
4

Top Buys

Rank Stock Value
1
ETR icon
Entergy
ETR
+$92.4M
2
UAL icon
United Airlines
UAL
+$56.6M
3
NXT icon
Nextpower Inc
NXT
+$34.8M
4
BWA icon
BorgWarner
BWA
+$28.9M
5
SEDG icon
SolarEdge
SEDG
+$26.8M

Top Sells

Rank Stock Value
1
APD icon
Air Products & Chemicals
APD
+$95.6M
2
JCI icon
Johnson Controls International
JCI
+$30.3M
3
NRG icon
NRG Energy
NRG
+$30.2M
4
ZBRA icon
Zebra Technologies
ZBRA
+$17.8M
5
HTZ icon
Hertz
HTZ
+$12.3M

Sector Composition

Rank Sector Weight
1 Industrials 44.93%
2 Utilities 38.38%
3 Technology 11.23%
4 Materials 3.12%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CE icon
26
Celanese
CE
$4.88B
$23.8M 1.08%
564,662
+39,422
+8% +$1.96M
MBLY icon
27
Mobileye
MBLY
$2.03B
$18.1M 0.82%
+1,278,362
New +$19M
PLUG icon
28
Plug Power
PLUG
$2.87B
$10.7M 0.48%
+4,576,398
New +$7.76M
SGML icon
29
Sigma Lithium
SGML
$1.1B
$7.13M 0.32%
1,112,845
+44,898
+4% +$270K
VRT icon
30
Vertiv
VRT
$108B
$4.26M 0.19%
28,254
-66
-0.2% -$8.8K
OPAL icon
31
OPAL Fuels
OPAL
$67.1M
$3.96M 0.18%
1,800,000
– –
GDS icon
32
GDS Holdings
GDS
$6.24B
$2.68M 0.12%
69,282
-162
-0.2% -$5.74K
SHLS icon
33
Shoals Technologies Group
SHLS
$1.53B
$2.35M 0.11%
317,691
-1,658,942
-84% -$10.2M
HSAI
34
Hesai Group
HSAI
$2.39B
$1.79M 0.08%
63,618
-149
-0.2% -$3.65K
WRD
35
WeRide Inc
WRD
$1.82B
$1.39M 0.06%
+140,373
New +$1.33M
EH
36
EHang Holdings
EH
$394M
$665K 0.03%
35,835
-84
-0.2% -$1.47K
SES.WS icon
37
SES AI Corp Warrants
SES.WS
$5.14M
$41.8K ﹤0.01%
239,752
– –
CANG
38
Cango Inc
CANG
$68.5M
– –
-134,574
Closed -$6.53M
HRI icon
39
Herc Holdings
HRI
$5.34B
– –
-12,028
Closed -$1.58M
HTZ icon
40
Hertz
HTZ
$635M
– –
-1,804,433
Closed -$12.3M
NRG icon
41
NRG Energy
NRG
$28.7B
– –
-188,016
Closed -$30.2M
1
2

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Electron Capital Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Electron Capital Partners held 41 positions worth $2.21B, up 18% from $1.87B the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Electron Capital Partners deployed $103M of net new capital in Q3 2025, opening 5 new positions and adding to 17 existing holdings. Its largest new stake was United Airlines: 588,989 shares worth $56.8M.

By sector, the portfolio is most concentrated in Industrials at 45% of assets, up from 45% a quarter earlier, followed by Utilities and Technology.

On the sell side, the largest reduction was Air Products & Chemicals, an estimated $95.6M trimmed.

  • Electron Capital Partners's largest Q3 2025 buy was United Airlines: 588,989 shares worth $56.8M.
  • Electron Capital Partners added most to Entergy in Q3 2025, an estimated $92.4M increase.
  • Electron Capital Partners's biggest Q3 2025 reduction was Air Products & Chemicals, cutting an estimated $95.6M.
  • Electron Capital Partners fully exited NRG Energy in Q3 2025, selling an estimated $30.2M.
  • Electron Capital Partners's ten largest holdings make up 61% of its $2.21B portfolio in Q3 2025.
  • Electron Capital Partners opened 5 new positions and closed 4 in Q3 2025.
  • Electron Capital Partners's portfolio value rose 18% quarter-over-quarter to $2.21B.

Based on Electron Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.