Electron Capital Partners, LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
37
Total value ($000)
$2,207,684
Net value change ($000)
+338,733 (18.1%)
New positions
5
Sold out positions
4
Turnover %
7.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/14/2025 Next filing: 2/19/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ETR 102,800 252.7%
UAL 56,837 NEW
SEDG 47,096 276.9%
MTZ 46,943 36.9%
NXT 40,455 2782.3%
EOSE 39,379 110.2%
NEE 35,849 31.8%
BWA 31,820 NEW
CGNX 20,354 48.0%
GEV 18,419 18.2%
Top Reduces (Value $000, Stocks/ETFs)
APD -94,482 -71.3%
NRG -30,192 -100.0%
JCI -25,271 -17.7%
ZBRA -18,719 -30.9%
HTZ -12,324 -100.0%
MMM -9,620 -7.2%
CANG -6,527 -100.0%
SHLS -6,047 -72.0%
CEG -5,720 -2.9%
CE -5,301 -18.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type