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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
+8.39%
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
$2.15B
AUM Growth
-$54.2M
Cap. Flow
-$109M
Cap. Flow %
-5.07%
Top 10 Hldgs %
60.48%
Holding
47
New
10
Increased
8
Reduced
19
Closed
7

Top Buys

Rank Stock Value
1
COHR icon
Coherent
COHR
+$74.8M
2
FE icon
FirstEnergy
FE
+$67.6M
3
WMB icon
Williams Companies
WMB
+$65.7M
4
FLEX icon
Flex
FLEX
+$58.6M
5
CAT icon
Caterpillar
CAT
+$41.6M

Top Sells

Rank Stock Value
1
GEV icon
GE Vernova
GEV
+$109M
2
PPL
PPL Corp
PPL
+$83.1M
3
ZBRA icon
Zebra Technologies
ZBRA
+$41.8M
4
APD icon
Air Products & Chemicals
APD
+$38M
5
BA icon
Boeing
BA
+$33.5M

Sector Composition

Rank Sector Weight
1 Industrials 40.02%
2 Utilities 38.25%
3 Technology 16.17%
4 Energy 3.03%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARRY icon
26
Array Technologies
ARRY
$848M
$24.3M 1.13%
2,640,417
-1,142,730
-30% -$9.8M
TE
27
T1 Energy
TE
$1.37B
$23.4M 1.09%
+3,500,021
New +$15.4M
EIX icon
28
Edison International
EIX
$30.3B
$20.7M 0.96%
344,603
-324,693
-49% -$18.6M
SGML icon
29
Sigma Lithium
SGML
$1.12B
$14.7M 0.68%
1,112,845
– –
GEV icon
30
GE Vernova
GEV
$265B
$10.4M 0.48%
15,859
-178,689
-92% -$109M
VRT icon
31
Vertiv
VRT
$110B
$4.34M 0.2%
26,789
-1,465
-5% -$254K
OPAL icon
32
OPAL Fuels
OPAL
$68.3M
$4.24M 0.2%
1,800,000
– –
GDS icon
33
GDS Holdings
GDS
$6.29B
$3.68M 0.17%
105,448
+36,166
+52% +$1.25M
SHLS icon
34
Shoals Technologies Group
SHLS
$1.57B
$2.56M 0.12%
301,216
-16,475
-5% -$148K
HSAI
35
Hesai Group
HSAI
$2.42B
$1.35M 0.06%
60,319
-3,299
-5% -$72.2K
WRD
36
WeRide Inc
WRD
$1.85B
$1.16M 0.05%
133,094
-7,279
-5% -$67.8K
FTCI icon
37
FTC Solar
FTCI
$51.2M
$979K 0.05%
+89,724
New +$818K
PONY
38
Pony AI Inc
PONY
$3.21B
$726K 0.03%
+50,076
New +$833K
EH
39
EHang Holdings
EH
$398M
$448K 0.02%
33,977
-1,858
-5% -$29.3K
SES.WS icon
40
SES AI Corp Warrants
SES.WS
$5.14M
$40.8K ﹤0.01%
239,752
– –
APD icon
41
Air Products & Chemicals
APD
$65.2B
– –
-139,324
Closed -$38M
BWA icon
42
BorgWarner
BWA
$13.1B
– –
-723,835
Closed -$31.8M
CE icon
43
Celanese
CE
$4.87B
– –
-564,662
Closed -$23.8M
MBLY icon
44
Mobileye
MBLY
$2.02B
– –
-1,278,362
Closed -$18.1M
PLUG icon
45
Plug Power
PLUG
$2.87B
– –
-4,576,398
Closed -$10.7M
PPL
46
PPL Corp
PPL
$27.1B
– –
-2,235,659
Closed -$83.1M
ZBRA icon
47
Zebra Technologies
ZBRA
$12.6B
– –
-140,701
Closed -$41.8M
1
2

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Electron Capital Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Electron Capital Partners held 47 positions worth $2.15B, down 2.5% from $2.21B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Electron Capital Partners withdrew a net $109M in Q4 2025, closing 7 positions and reducing 19 holdings. Its most notable exit was PPL Corp, an estimated $83.1M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 40% of assets, down from 45% a quarter earlier, followed by Utilities and Technology.

Against the trend, Electron Capital Partners opened a new position in Coherent worth $92.3M.

  • Electron Capital Partners's largest Q4 2025 buy was Coherent: 500,145 shares worth $92.3M.
  • Electron Capital Partners added most to Xcel Energy in Q4 2025, an estimated $20.2M increase.
  • Electron Capital Partners's biggest Q4 2025 reduction was GE Vernova, cutting an estimated $109M.
  • Electron Capital Partners fully exited PPL Corp in Q4 2025, selling an estimated $83.1M.
  • Electron Capital Partners's ten largest holdings make up 60% of its $2.15B portfolio in Q4 2025.
  • Electron Capital Partners opened 10 new positions and closed 7 in Q4 2025.
  • Electron Capital Partners's portfolio value fell 2.5% quarter-over-quarter to $2.15B.

Based on Electron Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.