Electron Capital Partners, LLC
Sector Allocation
- Utilities35.7%$893.4M
- Technology32.0%$802.7M
- Energy16.3%$407.8M
- Industrials11.3%$282.7M
- Materials2.4%$60.4M
- Consumer Discretionary2.3%$57.9M
- Other0.0%$7,948
AUM History
13fpro.ai/research/fund/electron-capital-partners-llc-1586986
Conviction and streaks
Concentrating · top 10 = 60.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
FLEX
$280.0MMTZ
$258.0MXEL
$202.5MNEE
$169.7METR
$154.0MCOHR
$109.3MFE
$97.3MJCI
$90.9MWMB
$85.8MCEG
$71.1MCGNX
$70.1MKEYS
$70.0MCHRW
$67.6MPCG
$61.9MFDXF
$55.4MULS
$54.0MCVNA
$53.5MNRG
$52.2MGLW
$41.8MPRIM
$41.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/electron-capital-partners-llc-1586986
Electron Capital Partners, LLC 13F holdings — Q2 2026
$2.5B portfolio (-2.0% QoQ) · 46 holdings · Q2 2026 13F · top 10 are 61% of the stock portfolio
$280.0M
11.2% of stocks
+116%This quarter-39.0%Since filed2+ qtrsHeld$258.0M
10.3% of stocks
-13%This quarter-42.0%Since filed2+ qtrsHeld$202.5M
8.1% of stocks
+31%This quarter-1.6%Since filed2+ qtrsHeld$169.7M
6.8% of stocks
-5%This quarter-4.8%Since filed2+ qtrsHeld$154.0M
6.2% of stocks
+6%This quarter-0.3%Since filed2+ qtrsHeld$109.3M
4.4% of stocks
-39%This quarter-32.0%Since filed2+ qtrsHeld$97.3M
3.9% of stocks
-32%This quarter-2.6%Since filed2+ qtrsHeld$90.9M
3.6% of stocks
+34%This quarter-4.0%Since filed2+ qtrsHeld$85.8M
3.4% of stocks
+6%This quarter-4.6%Since filed2+ qtrsHeld$71.1M
2.8% of stocks
+28%This quarter-10.6%Since filed2+ qtrsHeld
All holdings — Electron Capital Partners, LLC (Q2 2026)
46 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | COGNEX CORP | Technology | $70.1M | 2.8% | 968K | +9% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Keysight Technologies, Inc. | Technology | $70.0M | 2.8% | 200K | +21% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $67.6M | 2.7% | 359K | +5% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | PG&E Corp | Utilities | $61.9M | 2.5% | 3.68M | +6% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | FedEx Freight Holding Company, Inc. | Industrials | $55.4M | 2.2% | 367K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | UL Solutions Inc. | Technology | $54.0M | 2.2% | 531K | -26% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CARVANA CO. | Consumer Discretionary | $53.5M | 2.1% | 813K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | NRG ENERGY, INC. | Utilities | $52.2M | 2.1% | 358K | -12% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | CORNING INC /NY | Materials | $41.8M | 1.7% | 164K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Primoris Services Corp | Energy | $41.1M | 1.6% | 415K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | SOLAREDGE TECHNOLOGIES, INC. | Technology | $39.3M | 1.6% | 673K | -38% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Eos Energy Enterprises, Inc. | Technology | $39.3M | 1.6% | 6.68M | +24% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | EVERSOURCE ENERGY | Utilities | $36.7M | 1.5% | 507K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Enovix Corp | Technology | $29.1M | 1.2% | 4.79M | +3% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | T1 Energy Inc. | Technology | $27.8M | 1.1% | 2.93M | -51% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $WOLF | WOLFSPEED, INC. | Technology | $27.6M | 1.1% | 571K | New | |||
| 27 | $EIX | EDISON INTERNATIONAL | Utilities | $26.7M | 1.1% | 358K | +5% | |||
| 28 | $MWH | SOLV Energy, Inc. | Industrials | $25.5M | 1.0% | 749K | +4% | |||
| 29 | $GDS | GDS Holdings Ltd | Technology | $25.0M | 1.0% | 832K | +7% | |||
| 30 | $RIG | Transocean Ltd. | Energy | $22.7M | 0.9% | 4.65M | New | |||
| 31 | $NXT | Nextpower Inc. | Technology | $21.2M | 0.8% | 178K | +555% | |||
| 32 | $NPKI | NPK International Inc. | Industrials | $18.6M | 0.7% | 1.17M | +6% | |||
| 33 | $ALB | ALBEMARLE CORP | Materials | $18.5M | 0.7% | 137K | -38% | |||
| 34 | $GEV | GE Vernova Inc. | Industrials | $16.7M | 0.7% | 14K | -1% | |||
| 35 | $FRVO | Fervo Energy Co | Utilities | $13.4M | 0.5% | 460K | New | |||
| 36 | $VRT | Vertiv Holdings Co | Technology | $8.9M | 0.4% | 27K | -1% | |||
| 37 | $PWR | QUANTA SERVICES, INC. | Industrials | $6.7M | 0.3% | 9,312 | -1% | |||
| 38 | $XIFR | XPLR Infrastructure, LP | Utilities | $4.0M | 0.2% | 343K | New | |||
| 39 | $OPAL | OPAL Fuels Inc. | Utilities | $4.0M | 0.2% | 1.80M | — | |||
| 40 | $ARRY | Array Technologies, Inc. | Consumer Discretionary | $2.9M | 0.1% | 392K | -1% | |||
| 41 | $NIO | NIO Inc. | Consumer Discretionary | $1.4M | 0.1% | 285K | New | |||
| 42 | $HSAI | Hesai Group | Industrials | $1.1M | 0.0% | 60K | -1% | |||
| 43 | $WRD | WeRide Inc. | Technology | $771K | 0.0% | 133K | -1% | |||
| 44 | $PONY | Pony AI Inc. | Technology | $346K | 0.0% | 50K | -1% | |||
| 45 | $EH | EHang Holdings Ltd | Industrials | $222K | 0.0% | 34K | -1% | |||
| 46 | — | SES AI CORPORATION - *W EXP 12/10/202 | — | $8K | 0.0% | 240K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 10 new, 17 added to, 17 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (10)
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
$ESEVERSOURCE ENERGY$36.7M
first bought this quarter
$WOLFWOLFSPEED, INC.$27.6M
first bought this quarter
+4 more in the Excel export
Added to (17)
now $280.0M · held 2+ qtrs
now $202.5M · held 2+ qtrs
now $90.9M · held 2+ qtrs
$NXTNextpower Inc.+555%
now $21.2M · held 2+ qtrs
now $71.1M · held 2+ qtrs
now $70.0M · held 2+ qtrs
+11 more in the Excel export
Trimmed (17)
now $109.3M · held 2+ qtrs
now $97.3M · held 2+ qtrs
now $258.0M · held 2+ qtrs
$TET1 Energy Inc.-51%
now $27.8M · held 2+ qtrs
$SEDGSOLAREDGE TECHNOLOGIES, INC.-38%
now $39.3M · held 2+ qtrs
now $54.0M · held 2+ qtrs
+11 more in the Excel export
Holdings by quarter
Every 13F Electron Capital Partners, LLC has filed, 35 earlier quarters. Pick one to see what it held then.
Is it too late to follow Electron Capital Partners?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Electron Capital Partners's top 20 holdings: 61/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-18.6%
Value-weighted move of the 10 largest stock positions
Turnover
23%
Last quarter
Top 10 weight
61%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Electron Capital Partners, LLC disclosed 46 positions worth $2.5B in its Form 13F-HR for Q2 2026, led by $FLEX (FLEX LTD.) at 11.2% of the equity portfolio, followed by $MTZ and $XEL. During the quarter the fund opened 10 new positions and exited 10 — including a new stake in $FDXF and a full exit from $SPY. The portfolio is most concentrated in Utilities (35.7% of disclosed assets). All figures are sourced directly from Electron Capital Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1586986.
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AI-Powered Hedge Fund Analysis: Electron Capital Partners, LLC
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