0001012975-22-000231.txt : 20220516 0001012975-22-000231.hdr.sgml : 20220516 20220516160518 ACCESSION NUMBER: 0001012975-22-000231 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 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: 22928752 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 03-31-2022 03-31-2022 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 05-16-2022 3 52 2510297 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 AES CORP COM 00130H105 258778 10057433 SH DFND 1,2,3 10057433 0 0 EXELON CORP COM 30161N101 198673 4171169 SH DFND 1,2,3 4171169 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 160190 992500 SH Put DFND 1,2,3 992500 0 0 CONSTELLATION ENERGY CORP COM 21037T109 156071 2774598 SH DFND 1,2,3 2774598 0 0 PG&E CORP COM 69331C108 144010 12061176 SH DFND 1,2,3 12061176 0 0 QUANTA SVCS INC COM 74762E102 115417 876965 SH DFND 1,2,3 876965 0 0 ENOVIX CORPORATION COM 293594107 100840 7066553 SH DFND 1,2,3 7066553 0 0 AES CORP COM 00130H105 94460 3671200 SH Call DFND 1,2,3 3671200 0 0 NEXTERA ENERGY INC COM 65339F101 88546 1045283 SH DFND 1,2,3 1045283 0 0 PLUG POWER INC COM NEW 72919P202 85937 3003726 SH DFND 1,2,3 3003726 0 0 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 83593 1002792 SH DFND 1,2,3 1002792 0 0 HERC HLDGS INC COM 42704L104 82580 494226 SH DFND 1,2,3 494226 0 0 MASTEC INC COM 576323109 69727 800545 SH DFND 1,2,3 800545 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 69586 6174407 SH DFND 1,2,3 6174407 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 65058 1418308 SH DFND 1,2,3 1418308 0 0 EMERSON ELEC CO COM 291011104 52763 538121 SH DFND 1,2,3 538121 0 0 ESSENTIAL UTILS INC COM 29670G102 52705 1030801 SH DFND 1,2,3 1030801 0 0 VISTRA CORP COM 92840M102 48535 2087527 SH DFND 1,2,3 2087527 0 0 XPO LOGISTICS INC COM 983793100 48491 666087 SH DFND 1,2,3 666087 0 0 NORFOLK SOUTHN CORP COM 655844108 43239 151600 SH Put DFND 1,2,3 151600 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 38643 1208727 SH DFND 1,2,3 1208727 0 0 SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 37639 439704 SH DFND 1,2,3 439704 0 0 CHESAPEAKE ENERGY CORP COM 165167735 31999 367810 SH DFND 1,2,3 367810 0 0 CLEARWAY ENERGY INC CL C 18539C204 31292 857084 SH DFND 1,2,3 857084 0 0 DENBURY INC COM 24790A101 31152 396481 SH DFND 1,2,3 396481 0 0 FLUENCE ENERGY INC COM CL A 34379V103 30597 2333871 SH DFND 1,2,3 2333871 0 0 AECOM COM 00766T100 29344 382037 SH DFND 1,2,3 382037 0 0 ZIMMER ENERGY TRANSITION ACQ COM CL A 989570106 29025 3000000 SH DFND 1,2,3 3000000 0 0 BLUESCAPE OPPORTUNITIES ACQU SHS G1195N105 24768 2511945 SH DFND 1,2,3 2511945 0 0 DEERE & CO COM 244199105 23124 55658 SH DFND 1,2,3 55658 0 0 ENPHASE ENERGY INC COM 29355A107 21746 107772 SH DFND 1,2,3 107772 0 0 ARK ETF TR INNOVATION ETF 00214Q104 20484 309000 SH Put DFND 1,2,3 309000 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 20174 62581 SH DFND 1,2,3 62581 0 0 SUNNOVA ENERGY INTL INC. COM 86745K104 19632 851342 SH DFND 1,2,3 851342 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 16002 214901 SH DFND 1,2,3 214901 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 13991 196120 SH DFND 1,2,3 196120 0 0 MICROVAST HOLDINGS INC COM 59516C106 13400 2000000 SH DFND 1,2,3 2000000 0 0 MARATHON DIGITAL HOLDINGS IN COM 565788106 12200 436489 SH DFND 1,2,3 436489 0 0 STEM INC COM 85859N102 12050 1094475 SH DFND 1,2,3 1094475 0 0 ARCHAEA ENERGY INC COM CL A 03940F103 11798 537987 SH DFND 1,2,3 537987 0 0 EDISON INTL COM 281020107 8547 121926 SH DFND 1,2,3 121926 0 0 FARADAY FUTRE INTLGT ELCTR I COM 307359109 7485 1500000 SH DFND 1,2,3 1500000 0 0 BROADSCALE ACQUISITION CORP COM CL A 11134Y101 2874 292052 SH DFND 1,2,3 292052 0 0 ISHARES INC MSCI BRAZIL ETF 464286400 1309 34617 SH DFND 1,2,3 34617 0 0 SES AI CORPORATION *W EXP 12/10/202 78397Q117 538 244027 SH DFND 1,2,3 244027 0 0 ZIMMER ENERGY TRANSITION ACQ *W EXP 06/16/202 989570114 489 1000000 SH DFND 1,2,3 1000000 0 0 BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113 411 1259434 SH DFND 1,2,3 1259434 0 0 BENSON HILL INC *W EXP 09/29/202 082490111 145 313706 SH DFND 1,2,3 313706 0 0 BIRD GLOBAL INC *W EXP 01/07/202 09077J115 90 242247 SH DFND 1,2,3 242247 0 0 WALLBOX NV *W EXP 99/99/999 N94209116 84 25000 SH DFND 1,2,3 25000 0 0 BROADSCALE ACQUISITION CORP *W EXP 02/02/202 11134Y119 45 73012 SH DFND 1,2,3 73012 0 0 FAST RADIUS INC *W EXP 02/11/202 31187R118 21 121687 SH DFND 1,2,3 121687 0 0