0001012975-21-000450.txt : 20211115 0001012975-21-000450.hdr.sgml : 20211115 20211115160239 ACCESSION NUMBER: 0001012975-21-000450 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211115 DATE AS OF CHANGE: 20211115 EFFECTIVENESS DATE: 20211115 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: 211410169 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 13F-HR LIVE false false false 0001586986 XXXXXXXX 09-30-2021 09-30-2021 Electron Capital Partners, LLC

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

13F HOLDINGS REPORT 028-16049 N Aaron A. Keller 212-554-1800 /s/ Aaron A. Keller New York NY 11-15-2021 3 57 1891509 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 28597 452847 SH DFND 1,2,3 452847 0 0 AES CORP COM 00130H105 60500 2650000 SH Call DFND 1,2,3 2650000 0 0 AES CORP COM 00130H105 226152 9905917 SH DFND 1,2,3 9905917 0 0 ALBEMARLE CORP COM 012653101 24323 111078 SH DFND 1,2,3 111078 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 32633 1762025 SH DFND 1,2,3 1762025 0 0 BAKER HUGHES CL A 05722G100 423 17123 SH DFND 1,2,3 17123 0 0 BENSON HILL INC *W EXP 99/99/999 082490111 453 313706 SH DFND 1,2,3 313706 0 0 BENSON HILL INC COMMON STOCK 082490103 235 32928 SH DFND 1,2,3 32928 0 0 BLACKBERRY LTD COM 09228F103 7768 798336 SH DFND 1,2,3 798336 0 0 BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113 1272 1259434 SH DFND 1,2,3 1259434 0 0 BLUESCAPE OPPORTUNITIES ACQU SHS G1195N105 24617 2511945 SH DFND 1,2,3 2511945 0 0 BROADSCALE ACQUISITION CORP *W EXP 02/02/202 11134Y119 55 73012 SH DFND 1,2,3 73012 0 0 BROADSCALE ACQUISITION CORP COM CL A 11134Y101 2841 292052 SH DFND 1,2,3 292052 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 56434 1090302 SH DFND 1,2,3 1090302 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 28067 3914441 SH DFND 1,2,3 3914441 0 0 CHARGEPOINT HOLDINGS INC COM CL A 15961R105 22069 1104020 SH DFND 1,2,3 1104020 0 0 CLEARWAY ENERGY INC CL C 18539C204 26017 859502 SH DFND 1,2,3 859502 0 0 CONSOLIDATED EDISON INC COM 209115104 98463 1356426 SH DFND 1,2,3 1356426 0 0 COVANTA HLDG CORP COM 22282E102 29445 1463458 SH DFND 1,2,3 1463458 0 0 DECARBONIZATION PLUS ACQU II *W EXP 01/19/202 242794113 281 227151 SH DFND 1,2,3 227151 0 0 DECARBONIZATION PLUS ACQU II COM CL A 242794105 6726 681455 SH DFND 1,2,3 681455 0 0 ECP ENVIRONMENTAL GW OPT COR *W EXP 03/01/202 26829T118 100 121687 SH DFND 1,2,3 121687 0 0 ECP ENVIRONMENTAL GW OPT COR COM CL A 26829T100 4809 486753 SH DFND 1,2,3 486753 0 0 EDISON INTL COM 281020107 52025 937893 SH DFND 1,2,3 937893 0 0 ENOVIX CORPORATION *W EXP 11/30/202 293594115 13038 1512498 SH DFND 1,2,3 1512498 0 0 ENOVIX CORPORATION COM 293594107 97621 5167853 SH DFND 1,2,3 5167853 0 0 EXELON CORP COM 30161N101 196262 4060038 SH DFND 1,2,3 4060038 0 0 FARADAY FUTRE INTLGT ELCTR I COM 307359109 14160 1500000 SH DFND 1,2,3 1500000 0 0 FUELCELL ENERGY INC COM 35952H601 11471 1714621 SH DFND 1,2,3 1714621 0 0 GENERAC HLDGS INC COM 368736104 57603 140952 SH DFND 1,2,3 140952 0 0 GENERAL MTRS CO COM 37045V100 26140 495923 SH DFND 1,2,3 495923 0 0 GRAFTECH INTL LTD COM 384313508 10452 1012814 SH DFND 1,2,3 1012814 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 19859 253180 SH DFND 1,2,3 253180 0 0 HALLIBURTON CO COM 406216101 447 20684 SH DFND 1,2,3 20684 0 0 HERC HLDGS INC COM 42704L104 86867 531428 SH DFND 1,2,3 531428 0 0 IVANHOE CAPITAL ACQUISTIN CO *W EXP 01/08/202 G4R87P106 355 244027 SH DFND 1,2,3 244027 0 0 IVANHOE CAPITAL ACQUISTIN CO COM CL A G4R87P114 7248 732083 SH DFND 1,2,3 732083 0 0 KENSINGTON CAPITAL ACQUISITI *W EXP 02/23/202 49006L112 29 25000 SH DFND 1,2,3 25000 0 0 KENSINGTON CAPITAL ACQUISITI COM CL A 49006L104 1000 100000 SH DFND 1,2,3 100000 0 0 MASTEC INC COM 576323109 72783 843562 SH DFND 1,2,3 843562 0 0 MICROVAST HOLDINGS INC COM 59516C106 16440 2000000 SH DFND 1,2,3 2000000 0 0 MP MATERIALS CORP COM CL A 553368101 13813 428571 SH DFND 1,2,3 428571 0 0 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 74799 992561 SH DFND 1,2,3 992561 0 0 PG&E CORP COM 69331C108 106575 11101592 SH DFND 1,2,3 11101592 0 0 PLUG POWER INC COM NEW 72919P202 33152 1298051 SH DFND 1,2,3 1298051 0 0 QUANTA SVCS INC COM 74762E102 108909 956850 SH DFND 1,2,3 956850 0 0 SCHLUMBERGER LTD COM STK 806857108 432 14606 SH DFND 1,2,3 14606 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 10717 167774 SH DFND 1,2,3 167774 0 0 SUNLIGHT FINANCIAL HOLDINGS COM 86738J106 3970 747727 SH DFND 1,2,3 747727 0 0 SUNNOVA ENERGY INTL INC. COM 86745K104 48550 1473891 SH DFND 1,2,3 1473891 0 0 SWITCHBACK II CORPORATION *W EXP 01/07/202 G8633T107 343 242247 SH DFND 1,2,3 242247 0 0 SWITCHBACK II CORPORATION COM CL A G8633T115 12064 1211235 SH DFND 1,2,3 1211235 0 0 VANECK ETF TRUST OIL SERVICES ETF 92189H607 19957 101300 SH DFND 1,2,3 101300 0 0 VISTRA CORP COM 92840M102 22000 1286538 SH DFND 1,2,3 1286538 0 0 XPO LOGISTICS INC COM 983793100 40068 503497 SH DFND 1,2,3 503497 0 0 ZIMMER ENERGY TRANSITION ACQ *W EXP 06/16/202 989570114 890 1000000 SH DFND 1,2,3 1000000 0 0 ZIMMER ENERGY TRANSITION ACQ COM CL A 989570106 29190 3000000 SH DFND 1,2,3 3000000 0 0