Electron Capital Partners, LLC

Key Holdings

The portfolio is anchored by large-cap "Regulated Utilities and Power Generation" companies, which dominate the top tier.

• Constellation Energy Corp (CEG) remains the largest holding at $191.94 million (13.92% of the portfolio). Despite a minor reduction of 4.8% during the quarter, it maintains a dominant position.
• NextEra Energy Inc (NEE) and Entergy Corp (ETR) follow as the second and third largest holdings, representing 10.77% and 10.40% of the portfolio, respectively. Notably, Entergy saw a massive expansion of 214.6%, making it a primary driver of the quarter's capital deployment.
• GE Vernova Inc (GEV) holds a significant position at 8.67%, bridging the utility and industrial technology sectors.
• 3M Co (MMM) stands out as the top non-energy holding, comprising nearly 9% of the portfolio, suggesting a diversification into industrials or healthcare.

The portfolio also maintains exposure to higher-growth, volatile energy technology names such as SolarEdge (SEDG), EOS Energy Enterprises (EOSE), and Array Technologies (ARRY), though these positions are generally smaller in weighting compared to the utility giants.