0001012975-23-000087.txt : 20230214 0001012975-23-000087.hdr.sgml : 20230214 20230214160449 ACCESSION NUMBER: 0001012975-23-000087 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Electron Capital Partners, LLC CENTRAL INDEX KEY: 0001586986 IRS NUMBER: 455150099 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16049 FILM NUMBER: 23628685 BUSINESS ADDRESS: STREET 1: 10 EAST 53RD STREET STREET 2: 19TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-554-1800 MAIL ADDRESS: STREET 1: 10 EAST 53RD STREET STREET 2: 19TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: Electron Capital Partners LLC DATE OF NAME CHANGE: 20130917 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001586986 XXXXXXXX 12-31-2022 12-31-2022 Electron Capital Partners, LLC

10 EAST 53RD STREET 19TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-16049 000166102 801-79375 N Aaron A. Keller 212-554-1800 /s/ Aaron A. Keller New York NY 02-14-2023 3 48 2442375650 false 1 0001598364 028-16050 Electron GP, LLC 2 0001598371 028-16051 Shaver James O. 3 0001767528 028-19366 Electron Infrastructure GP, LLC INFORMATION TABLE 2 infotable.xml AECOM COM 00766T100 21567549 253945 SH DFND 1,2,3 253945 0 0 AES CORP COM 00130H105 252639459 8784404 SH DFND 1,2,3 8784404 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 87860243 4545279 SH DFND 1,2,3 4545279 0 0 BENSON HILL INC *W EXP 09/29/202 082490111 90190 313706 SH DFND 1,2,3 313706 0 0 BIRD GLOBAL INC *W EXP 01/07/202 09077J115 5075 242247 SH DFND 1,2,3 242247 0 0 BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113 188537 1259434 SH DFND 1,2,3 1259434 0 0 BLUESCAPE OPPORTUNITIES ACQU SHS G1195N105 24717539 2511945 SH DFND 1,2,3 2511945 0 0 CHESAPEAKE ENERGY CORP COM 165167735 23092811 244705 SH DFND 1,2,3 244705 0 0 CHINDATA GROUP HLDGS LTD ADS 16955F107 18936122 2375925 SH DFND 1,2,3 2375925 0 0 CLEARWAY ENERGY INC CL C 18539C204 26980218 846571 SH DFND 1,2,3 846571 0 0 CONSTELLATION ENERGY CORP COM 21037T109 189928303 2203089 SH DFND 1,2,3 2203089 0 0 CSX CORP COM 126408103 23003393 742524 SH DFND 1,2,3 742524 0 0 DOMINION ENERGY INC COM 25746U109 49900438 813771 SH DFND 1,2,3 813771 0 0 EDISON INTL COM 281020107 67145948 1055422 SH DFND 1,2,3 1055422 0 0 ENOVIX CORPORATION COM 293594107 62645078 5035778 SH DFND 1,2,3 5035778 0 0 EOS ENERGY ENTERPRISES INC COM CL A 29415C101 4701951 3176994 SH DFND 1,2,3 3176994 0 0 FLEX LTD ORD Y2573F102 27543910 1283500 SH Call DFND 1,2,3 1283500 0 0 FLEX LTD ORD Y2573F102 70700743 3294536 SH DFND 1,2,3 3294536 0 0 FLUENCE ENERGY INC COM CL A 34379V103 68359368 3985969 SH DFND 1,2,3 3985969 0 0 FREYR BATTERY SHS L4135L100 36835429 4243713 SH DFND 1,2,3 4243713 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 809000 28581 SH DFND 1,2,3 28581 0 0 GDS HLDGS LTD SPONSORED ADS 36165L108 11094570 538049 SH DFND 1,2,3 538049 0 0 GENERAL ELECTRIC CO COM NEW 369604301 121526754 1450373 SH DFND 1,2,3 1450373 0 0 HERC HLDGS INC COM 42704L104 64466405 489978 SH DFND 1,2,3 489978 0 0 HUNT J B TRANS SVCS INC COM 445658107 18987804 108900 SH Put DFND 1,2,3 108900 0 0 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 43941016 838409 SH DFND 1,2,3 838409 0 0 MASTEC INC COM 576323109 134430674 1575421 SH DFND 1,2,3 1575421 0 0 MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 29890824 852562 SH DFND 1,2,3 852562 0 0 NEW FORTRESS ENERGY INC COM CL A 644393100 32136162 757571 SH DFND 1,2,3 757571 0 0 NEXTERA ENERGY INC COM 65339F101 155078585 1855007 SH DFND 1,2,3 1855007 0 0 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 65859508 939642 SH DFND 1,2,3 939642 0 0 NIO INC SPON ADS 62914V106 61446236 6302178 SH DFND 1,2,3 6302178 0 0 OPAL FUELS INC CLASS A COM 68347P103 13104000 1800000 SH DFND 1,2,3 1800000 0 0 PG&E CORP COM 69331C108 62215134 3826269 SH DFND 1,2,3 3826269 0 0 QUANTA SVCS INC COM 74762E102 110171168 773131 SH DFND 1,2,3 773131 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 15830352 224544 SH DFND 1,2,3 224544 0 0 SES AI CORPORATION *W EXP 12/10/202 78397Q117 121855 244027 SH DFND 1,2,3 244027 0 0 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 35998341 1459195 SH DFND 1,2,3 1459195 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 32734115 115558 SH DFND 1,2,3 115558 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 158708450 415000 SH Put DFND 1,2,3 415000 0 0 STEM INC COM 85859N102 43263083 4839271 SH DFND 1,2,3 4839271 0 0 SUNNOVA ENERGY INTL INC. COM 86745K104 60867280 3379638 SH DFND 1,2,3 3379638 0 0 SUNRUN INC COM 86771W105 41796818 1740084 SH DFND 1,2,3 1740084 0 0 TELLURIAN INC NEW COM 87968A104 14149862 8422537 SH DFND 1,2,3 8422537 0 0 TESLA INC COM 88160R101 26821583 217743 SH DFND 1,2,3 217743 0 0 WALLBOX NV *W EXP 10/01/202 N94209116 11667 25000 SH DFND 1,2,3 25000 0 0 ZIMMER ENERGY TRANSITION ACQ *W EXP 06/16/202 989570114 222100 1000000 SH DFND 1,2,3 1000000 0 0 ZIMMER ENERGY TRANSITION ACQ COM CL A 989570106 29850000 3000000 SH DFND 1,2,3 3000000 0 0