Electron GP, LLC

Taken From the combined 2020-03-31 13F-HR Filing of ELECTRON CAPITAL PARTNERS, LLC

Stock Symbol Security Type Shares Market Value
Duke Energy Corp. DUK SH 731267 59.145 Million
AES Corp. (The) AES SH 2974127 40.448 Million
Pinnacle West Capital Corp PNW SH 506741 38.406 Million
NextEra Energy Partners LP NEP SH 682987 29.368 Million
PPL Corp. (Pennsylvania Power & Light) PPL SH 1185826 29.266 Million
United Rentals, Inc. URI SH 200733 20.655 Million
Freeport-McMoRan Copper & Gold, Inc FCX CALL 3000000 20.25 Million
Quanta Services, Inc. PWR SH 622579 19.754 Million
Enphase Energy Inc ENPH SH 506577 16.357 Million
Vulcan Materials Company VMC SH 151276 16.348 Million
Forterra Inc FRTA SH 2728415 16.316 Million
Avangrid Inc AGR SH 329268 14.415 Million
FirstEnergy Corp. FE SH 332261 13.314 Million
FMC Corp. (Food Machinery & Chemical Corp.) FMC SH 133105 10.873 Million
Martin Marietta Materials Inc. MLM SH 53851 10.19 Million
Caterpillar Inc. CAT SH 87700 10.177 Million
21Vianet Group Inc ADR VNET SH 338558 4.692 Million
TPI Composites Inc TPIC SH 295947 4.374 Million
Aecom ACM SH 119525 3.568 Million
Tetra Tech, Inc. TTEK SH 32157 2.271 Million
MasTec Inc. (Burnup & Sims, Inc.) MTZ SH 52874 1.731 Million

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