Electron Capital Partners LLC Has $12.50 Million Stake in GE Vernova Inc. $GEV

Posted by Francis Steltz on Jul 28th, 2026

Electron Capital Partners LLC trimmed its stake in GE Vernova Inc. (NYSE:GEV – Free Report) by 9.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 14,321 shares of the company’s stock after selling 1,538 shares during the period. Electron Capital Partners LLC’s holdings in GE Vernova were worth $12,501,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Manning & Napier Advisors LLC boosted its stake in shares of GE Vernova by 68.4% in the 1st quarter. Manning & Napier Advisors LLC now owns 32 shares of the company’s stock valued at $26,000 after purchasing an additional 13 shares in the last quarter. Torren Management LLC acquired a new stake in shares of GE Vernova during the 4th quarter worth about $26,000. Cornerstone Financial Management LLC bought a new position in GE Vernova during the 4th quarter valued at about $25,000. Wealth Watch Advisors INC bought a new position in GE Vernova during the 3rd quarter valued at about $25,000. Finally, ORG Wealth Partners LLC boosted its position in GE Vernova by 241.7% in the fourth quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock valued at $27,000 after buying an additional 29 shares in the last quarter.

Insider Activity

In other GE Vernova news, CEO Victor Abate sold 4,819 shares of the company’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $948.08, for a total transaction of $4,568,797.52. Following the transaction, the chief executive officer directly owned 1,835 shares in the company, valued at approximately $1,739,726.80. This represents a 72.42% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO Matthew Joseph Potvin sold 2,333 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $1,059.09, for a total transaction of $2,470,856.97. Following the completion of the transaction, the chief accounting officer directly owned 3,549 shares in the company, valued at $3,758,710.41. This trade represents a 39.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 0.21% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the stock. Sanford C. Bernstein upped their price objective on shares of GE Vernova from $1,206.00 to $1,298.00 and gave the stock an “outperform” rating in a research note on Thursday. BNP Paribas Exane downgraded GE Vernova from an “outperform” rating to a “neutral” rating and set a $1,190.00 target price on the stock. in a report on Monday, April 27th. Guggenheim increased their price target on GE Vernova from $1,300.00 to $1,450.00 and gave the stock a “buy” rating in a research report on Thursday. TD Cowen raised their price target on GE Vernova from $1,220.00 to $1,235.00 and gave the company a “buy” rating in a report on Thursday, July 23rd. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of GE Vernova in a research report on Tuesday, July 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,133.15.

Check Out Our Latest Stock Report on GEV

GE Vernova Trading Down 1.7%

Shares of NYSE GEV opened at $997.11 on Tuesday. GE Vernova Inc. has a 1-year low of $530.16 and a 1-year high of $1,195.94. The company has a 50-day moving average of $1,034.12 and a two-hundred day moving average of $925.93. The company has a market cap of $265.56 billion, a PE ratio of 28.54, a P/E/G ratio of 3.72 and a beta of 1.09. The company has a current ratio of 0.85, a quick ratio of 0.62 and a debt-to-equity ratio of 0.21.

GE Vernova (NYSE:GEV – Get Free Report) last posted its quarterly earnings data on Wednesday, July 22nd. The company reported $2.47 earnings per share for the quarter, missing the consensus estimate of $3.17 by ($0.70). The company had revenue of $11.10 billion during the quarter, compared to the consensus estimate of $10.79 billion. GE Vernova had a return on equity of 42.42% and a net margin of 23.03%.The business’s revenue for the quarter was up 21.9% on a year-over-year basis. During the same quarter last year, the firm earned $1.86 EPS. As a group, equities analysts expect that GE Vernova Inc. will post 15.16 earnings per share for the current fiscal year.

GE Vernova Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, July 14th. Shareholders of record on Tuesday, June 16th were issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend was Tuesday, June 16th. GE Vernova’s payout ratio is currently 5.72%.

GE Vernova Profile

(Free Report)

GE Vernova is the energy-focused company formed from the energy businesses of General Electric and operates as a publicly listed entity on the NYSE under the ticker GEV. It is organized to design, manufacture and service equipment and systems used across the power generation and energy transition value chain, bringing together legacy capabilities in conventional power, renewables and grid technologies under a single corporate platform.

The company’s offerings span large-scale power-generation equipment such as gas and steam turbines and associated generators and controls, as well as renewable energy technologies including onshore and offshore wind platforms and hydro solutions.