Electron Capital Partners, LLC Portfolio Holdings by Sector
Electron Capital Partners, LLC
- $1.74 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Utilities—Regulated Electric | Utilities
PCG EIX ETR PPL XEL NEE 6 stocks |
$467,044
26.79% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
MTZ PWR 2 stocks |
$252,297
14.47% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG FLNC 2 stocks |
$196,094
11.25% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY 1 stocks |
$190,476
10.92% of portfolio
|
1
|
- |
1
|
- |
0
Calls
1
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$134,139
7.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
JCI CARR 2 stocks |
$109,628
6.29% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX EOSE VRT 3 stocks |
$92,188
5.29% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
HRI 1 stocks |
$64,551
3.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
UAL 1 stocks |
$53,897
3.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
EMN APD 2 stocks |
$53,693
3.08% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA EH 2 stocks |
$37,911
2.17% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Solar | Technology
ARRY NOVA ENPH RUN SHLS FSLR 6 stocks |
$35,921
2.06% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
SGML 1 stocks |
$13,920
0.8% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$13,767
0.79% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
X 1 stocks |
$12,362
0.71% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
OPAL 1 stocks |
$6,102
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CANG 1 stocks |
$5,894
0.34% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR ETN 2 stocks |
$3,678
0.21% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
STEM 1 stocks |
$78
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|