Electron Capital Partners, LLC
13F Reported Value
ⓘ$2.5B
Holdings
46
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$280.0M1,727,715 sh - 58.8#973
Quality
$258.0M620,190 sh - 56.4#1,169
Quality
$202.5M2,522,174 sh - 64.6
Quality
$169.7M1,932,900 sh - 59.5
Quality
$154.0M1,340,648 sh - 58.5
Quality
$109.3M277,072 sh - 61.5
Quality
$97.3M2,046,976 sh - $90.9M622,330 sh
- 64.3
Quality
$85.8M1,154,694 sh - 59.4
Quality
$71.1M286,137 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 FLEX LTD.$FLEX | — | $280.0M | 1,727,715 |
 MASTEC INC$MTZ | 58.8#973 | $258.0M | 620,190 |
 XCEL ENERGY INC$XEL | 56.4#1,169 | $202.5M | 2,522,174 |
 NEXTERA ENERGY INC$NEE | 64.6 | $169.7M | 1,932,900 |
 ENTERGY CORP /DE/$ETR | 59.5 | $154.0M | 1,340,648 |
 COHERENT CORP.$COHR | 58.5 | $109.3M | 277,072 |
 FIRSTENERGY CORP$FE | 61.5 | $97.3M | 2,046,976 |
 Johnson Controls International plc$JCI | — | $90.9M | 622,330 |
 WILLIAMS COMPANIES, INC.$WMB | 64.3 | $85.8M | 1,154,694 |
 Constellation Energy Corp$CEG | 59.4 | $71.1M | 286,137 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Electron Capital Partners, LLC's 46 positions.
Showing top 10 of 46 holdings.
Sector Allocation
Utilities
$893.4M
Technology
$819.4M
Energy
$407.8M
Industrials
$267.5M
Materials
$60.4M
Consumer Discretionary
$56.4M
Other
$7,948
Full Holdings — Electron Capital Partners, LLC (Q2 2026)
All 46 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $FLEX | FLEX LTD. | $280.0M | 11.2% | +116% | — |
| 2 | $MTZ | MASTEC INC | $258.0M | 10.3% | -13% | 58.8 |
| 3 | $XEL | XCEL ENERGY INC | $202.5M | 8.1% | +31% | 56.4 |
| 4 | $NEE | NEXTERA ENERGY INC | $169.7M | 6.8% | -5% | 64.6 |
| 5 | $ETR | ENTERGY CORP /DE/ | $154.0M | 6.2% | +6% | 59.5 |
| 6 | $COHR | COHERENT CORP. | $109.3M | 4.4% | -39% | 58.5 |
| 7 | $FE | FIRSTENERGY CORP | $97.3M | 3.9% | -32% | 61.5 |
| 8 | $JCI | Johnson Controls International plc | $90.9M | 3.6% | +34% | — |
| 9 | $WMB | WILLIAMS COMPANIES, INC. | $85.8M | 3.4% | +6% | 64.3 |
| 10 | $CEG | Constellation Energy Corp | $71.1M | 2.8% | +28% | 59.4 |
| 11 |  $CGNX | COGNEX CORP | $70.1M | 2.8% | +9% | 66.9 |
| 12 |  $KEYS | Keysight Technologies, Inc. | $70.0M | 2.8% | +21% | 71.4 |
| 13 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $67.6M | 2.7% | +5% | 52.1 |
| 14 |  $PCG | PG&E Corp | $61.9M | 2.5% | +6% | 58.8 |
| 15 |  $FDXF | FedEx Freight Holding Company, Inc. | $55.4M | 2.2% | NEW | — |
| 16 |  $ULS | UL Solutions Inc. | $54.0M | 2.2% | -26% | 65.2 |
| 17 |  $CVNA | CARVANA CO. | $53.5M | 2.1% | NEW | 71.6 |
| 18 |  $NRG | NRG ENERGY, INC. | $52.2M | 2.1% | -12% | 51.9 |
| 19 |  $GLW | CORNING INC /NY | $41.8M | 1.7% | NEW | 73.7 |
| 20 |  $PRIM | Primoris Services Corp | $41.1M | 1.6% | NEW | 51.8 |
| 21 |  $SEDG | SOLAREDGE TECHNOLOGIES, INC. | $39.3M | 1.6% | -38% | 30.9 |
| 22 |  $EOSE | Eos Energy Enterprises, Inc. | $39.3M | 1.6% | +24% | 34.9 |
| 23 |  $ES | EVERSOURCE ENERGY | $36.7M | 1.5% | NEW | 66.1 |
| 24 |  $ENVX | Enovix Corp | $29.1M | 1.2% | +3% | 26.5 |
| 25 |  $TE | T1 Energy Inc. | $27.8M | 1.1% | -51% | 38.2 |
| 26 |  $WOLF | WOLFSPEED, INC. | $27.6M | 1.1% | NEW | 22.8 |
| 27 |  $EIX | EDISON INTERNATIONAL | $26.7M | 1.1% | +5% | 61.2 |
| 28 |  $MWH | SOLV Energy, Inc. | $25.5M | 1.0% | +4% | — |
| 29 |  $GDS | GDS Holdings Ltd | $25.0M | 1.0% | +7% | — |
| 30 |  $RIG | Transocean Ltd. | $22.7M | 0.9% | NEW | — |
| 31 |  $NXT | Nextpower Inc. | $21.2M | 0.8% | +555% | 69.1 |
| 32 |  $NPKI | NPK International Inc. | $18.6M | 0.7% | +6% | 62.9 |
| 33 |  $ALB | ALBEMARLE CORP | $18.5M | 0.7% | -38% | 53.3 |
| 34 |  $GEV | GE Vernova Inc. | $16.7M | 0.7% | -1% | 81.1 |
| 35 |  $FRVO | Fervo Energy Co | $13.4M | 0.5% | NEW | — |
| 36 |  $VRT | Vertiv Holdings Co | $8.9M | 0.4% | -1% | 81 |
| 37 |  $PWR | QUANTA SERVICES, INC. | $6.7M | 0.3% | -1% | 72.1 |
| 38 |  $XIFR | XPLR Infrastructure, LP | $4.0M | 0.2% | NEW | 48.5 |
| 39 |  $OPAL | OPAL Fuels Inc. | $4.0M | 0.2% | +0% | 44.1 |
| 40 |  $ARRY | Array Technologies, Inc. | $2.9M | 0.1% | -1% | 40.2 |
| 41 |  $NIO | NIO Inc. | $1.4M | 0.1% | NEW | — |
| 42 |  $HSAI | Hesai Group | $1.1M | 0.0% | -1% | — |
| 43 |  $WRD | WeRide Inc. | $771,150 | 0.0% | -1% | — |
| 44 |  $PONY | Pony AI Inc. | $346,479 | 0.0% | -1% | — |
| 45 |  $EH | EHang Holdings Ltd | $221,554 | 0.0% | -1% | — |
| 46 | — | SES AI CORPORATION - *W EXP 12/10/202 | $7,948 | 0.0% | +0% | — |
New Positions (10)
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