Electron Capital Partners, LLC
•CIK: 1586986•Filing: Q4 2025
**Electron Capital Partners, LLC** manages $2.2B across a portfolio of 40 positions. The fund exhibits significant conviction in defensive and infrastructure-aligned sectors, evidenced by top holdings including CEG at $205.0M and MTZ at $174.8M. Notable allocations also include XEL ($143.0M), NEE ($141.9M), and JCI ($136.5M). This concentration suggests a tactical focus on stable, yield-generating assets within the current market cycle.
Total AUM
$2.2B
QoQ Performance
-2.5%
Positions
40
Top 10 Concentration
60.5%
Latest Filing
Q4 2025
Top Holdings Allocation
CEG
MTZ
XEL
NEE
JCI
ETR
MMM
CEG9.5%
MTZ8.1%
XEL6.6%
NEE6.6%
JCI6.3%
ETR6.2%
MMM6.0%
COHR4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.3%
Industrial16.1%
Utilities6.6%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW10 new positions
↑9 increased
↓18 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023