Electron Capital Partners, LLC

CIK

1586986

City

NEW YORK

State / Country

Stock

AES — Aes Corp

Top Portfolio Positions

43 positions · $2,497,884,673 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	518,000	$336,876,120	13.49%
MTZ	Mastec Inc Industrials	713,013	$229,404,802	9.18%
NEE	Nextera Energy Inc Utilities	2,040,030	$189,477,986	7.59%
XEL	Xcel Energy Inc Utilities	1,918,768	$152,426,929	6.10%
FE	Firstenergy Corp Utilities	2,991,914	$151,570,363	6.07%
CEG	Constellation Energy Corp Utilities	542,724	$151,555,677	6.07%
ETR	Entergy Corp /De/ Utilities	1,265,320	$142,171,355	5.69%
COHR	Coherent Corp. Technology	451,953	$107,659,724	4.31%
DOW	Dow Inc. Basic Materials	1,917,631	$79,869,331	3.20%
WMB	Williams Companies, Inc. Energy	1,089,869	$79,320,665	3.18%

Portfolio Trend

25 quarters · across all stocks

Holdings in AES

Compact Export CSV

Shares Held

Position Value (USD)

26 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,519,934	1,598,292	-5.4%	Shares	Defined	2026-05-15
2024-09-30	$33,909,243	1,690,391	-55.3%	Shares	Defined	2024-11-14
2024-06-30	$66,493,735	3,784,504	-35.7%	Shares	Defined	2024-08-15
2024-03-31	$105,511,326	5,884,625	+15.9%	Shares	Defined	2024-05-15
2023-12-31	$97,700,218	5,075,336	-37.0%	Shares	Defined	2024-03-01
2023-09-30	$122,512,972	8,060,064	+9.3%	Shares	Defined	2023-11-14
2023-06-30	$152,849,441	7,373,345	-13.0%	Shares	Defined	2023-08-14
2023-03-31	$204,012,285	8,472,271	-3.6%	Shares	Defined	2023-05-15
2022-12-31	$252,639,459	8,784,404	-15.1%	Shares	Defined	2023-02-14
2022-09-30	$233,771,100	10,343,854	+1124.8%	Shares	Defined	2022-11-14
2022-09-30	$19,085,700	844,500	-87.0%	Call	Defined	2022-11-14
2022-06-30	$136,943,137	6,517,998	+235.9%	Shares	Defined	2022-08-15
2022-06-30	$40,774,107	1,940,700	-47.1%	Call	Defined	2022-08-15
2022-03-31	$94,459,976	3,671,200	-63.5%	Call	Defined	2022-05-16
2022-03-31	$258,777,751	10,057,433	+272.8%	Shares	Defined	2022-05-16
2021-12-31	$65,549,250	2,697,500	-73.0%	Call	Defined	2022-02-14
2021-12-31	$242,716,176	9,988,320	+0.8%	Shares	Defined	2022-02-14
2021-09-30	$226,152,085	9,905,917	+273.8%	Shares	Defined	2021-11-15
2021-09-30	$60,499,500	2,650,000	0.0%	Call	Defined	2021-11-15
2021-06-30	$69,085,500	2,650,000	-69.6%	Call	Defined	2021-08-16
2021-06-30	$227,382,175	8,721,986	+18.1%	Shares	Defined	2021-08-16
2021-03-31	$198,076,891	7,388,172	-4.2%	Shares	Defined	2021-05-17
2020-12-31	$181,185,963	7,710,041	-1.1%	Shares	Defined	2021-02-16
2020-09-30	$141,235,290	7,798,746	+12.4%	Shares	Defined	2020-11-16
2020-06-30	$100,568,612	6,940,553	+133.4%	Shares	Defined	2020-08-14
2020-03-31	$40,448,127	2,974,127	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.