Electron Capital Partners, LLC Portfolio Holdings by Sector
Electron Capital Partners, LLC
- $1.76 Billion
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Utilities—Regulated Electric | Utilities
EIX PCG PPL ETR NEE EBR 6 stocks |
$358,382
20.31% of portfolio
|
5
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT ENVX BE EOSE NVT 5 stocks |
$264,359
14.98% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
MTZ PWR 2 stocks |
$258,024
14.63% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG FLNC 2 stocks |
$237,979
13.49% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$108,557
6.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$76,732
4.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
AES 1 stocks |
$66,493
3.77% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
ARRY NOVA ENPH RUN SHLS MAXN 6 stocks |
$64,034
3.63% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ETN EMR ROK 4 stocks |
$57,053
3.23% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR EQIX 2 stocks |
$53,515
3.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
HRI 1 stocks |
$49,866
2.83% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NFE OPAL 2 stocks |
$31,183
1.77% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
EMN 1 stocks |
$31,100
1.76% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER 1 stocks |
$30,744
1.74% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
JCI 1 stocks |
$29,716
1.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
APTV 1 stocks |
$24,338
1.38% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
SGML 1 stocks |
$21,696
1.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
XPEV NIO 2 stocks |
$249
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
STEM 1 stocks |
$138
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CRH.L 1 stocks |
$0
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|