Electron Capital Partners, LLC

Q4 2025 13F Holdings Report, Stock Holdings

Notable people
James O Shaver, Ran Zhou
Signature - Title
Aaron A. Keller - Chief Financial Officer and Chief Compliance Officer
Location
New York, NY
Holdings as of
31 Dec 2025
Value $
$1,948,512,500
Num holdings
40
Filing time
17 Feb 2026, 16:13:05 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included MTZ, XEL, NEE, JCI, and ETR.
Previous filing
Q3 2025 - 14 Nov 2025
This filing has been restated, see here for the amended filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q4 compared to 2025 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Aaron A. Keller Chief Financial Officer and Chief Compliance Officer New York, New York 17 Feb 2026

Other Included Managers (3):

Num Name Location File Number
1 Electron GP, LLC New York, NY 028-16050
2 Electron Infrastructure GP, LLC New York, NY 028-19366
3 Ran Zhou New York, NY 028-23999