Electron Capital Partners
Latest statistics and disclosures from Electron Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FLEX, MTZ, XEL, NEE, ETR, and represent 42.49% of Electron Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: FLEX (+$151M), FDXF (+$55M), CVNA (+$54M), XEL (+$49M), GLW (+$42M), PRIM (+$41M), ES (+$37M), WOLF (+$28M), JCI (+$23M), RIG (+$23M).
- Started 10 new stock positions in ES, RIG, FDXF, PRIM, NIO, Fervo Energy, XIFR, WOLF, GLW, CVNA.
- Reduced shares in these 10 stocks: , DOW (-$80M), COHR (-$69M), CEG (-$64M), , , FE (-$45M), MTZ (-$39M), TE (-$28M), SEDG (-$24M).
- Sold out of its positions in AES, BA, DOW, ENPH, FTCI, FDX, FPS, SPY, XLU.
- Electron Capital Partners was a net seller of stock by $-332M.
- Electron Capital Partners has $2.5B in assets under management (AUM), dropping by -1.96%.
- Central Index Key (CIK): 0001586986
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Portfolio Holdings for Electron Capital Partners
Electron Capital Partners holds 46 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Flex Ord (FLEX) | 11.2 | $280M | +116% | 1.7M | 162.07 |
|
| MasTec (MTZ) | 10.3 | $258M | -13% | 620k | 416.06 |
|
| Xcel Energy (XEL) | 8.1 | $203M | +31% | 2.5M | 80.30 |
|
| Nextera Energy (NEE) | 6.8 | $170M | -5% | 1.9M | 87.77 |
|
| Entergy Corporation (ETR) | 6.1 | $154M | +5% | 1.3M | 114.86 |
|
| Coherent Corp (COHR) | 4.4 | $109M | -38% | 277k | 394.47 |
|
| FirstEnergy (FE) | 3.9 | $97M | -31% | 2.0M | 47.54 |
|
| Johnson Controls Internation SHS (JCI) | 3.6 | $91M | +34% | 622k | 146.11 |
|
| Williams Companies (WMB) | 3.4 | $86M | +5% | 1.2M | 74.34 |
|
| Constellation Energy (CEG) | 2.8 | $71M | -47% | 286k | 248.37 |
|
| Cognex Corporation (CGNX) | 2.8 | $70M | +8% | 968k | 72.42 |
|
| Keysight Technologies (KEYS) | 2.8 | $70M | +21% | 200k | 350.07 |
|
| C H Robinson Worldwide In Com New (CHRW) | 2.7 | $68M | +5% | 359k | 188.34 |
|
| PG&E Corporation (PCG) | 2.5 | $62M | +5% | 3.7M | 16.82 |
|
| Fedex Fght Hldg Common Stock (FDXF) | 2.2 | $55M | NEW | 367k | 151.00 |
|
| Ul Solutions Class A Com Shs (ULS) | 2.2 | $54M | -25% | 531k | 101.86 |
|
| Carvana Cl A (CVNA) | 2.1 | $54M | NEW | 813k | 65.82 |
|
| Nrg Energy Com New (NRG) | 2.1 | $52M | -12% | 358k | 146.06 |
|
| Corning Incorporated (GLW) | 1.7 | $42M | NEW | 164k | 255.43 |
|
| Primoris Services (PRIM) | 1.6 | $41M | NEW | 415k | 99.12 |
|
| Solaredge Technologies (SEDG) | 1.6 | $39M | -37% | 673k | 58.44 |
|
| Eos Energy Enterprises Com Cl A (EOSE) | 1.6 | $39M | +24% | 6.7M | 5.88 |
|
| Eversource Energy (ES) | 1.5 | $37M | NEW | 507k | 72.27 |
|
| Enovix Corp (ENVX) | 1.2 | $29M | +3% | 4.8M | 6.07 |
|
| T1 Energy Com New (TE) | 1.1 | $28M | -50% | 2.9M | 9.48 |
|
| Wolfspeed Common Stock (WOLF) | 1.1 | $28M | NEW | 571k | 48.25 |
|
| Edison International (EIX) | 1.1 | $27M | +5% | 358k | 74.45 |
|
| Solv Energy Com Shs Cl A (MWH) | 1.0 | $26M | +3% | 749k | 34.05 |
|
| GDS HLDGS Sponsored Ads (GDS) | 1.0 | $25M | +6% | 832k | 30.03 |
|
| Transocean Registered Shs (RIG) | 0.9 | $23M | NEW | 4.7M | 4.89 |
|
| Nextpower Class A Com (NXT) | 0.8 | $21M | +554% | 178k | 119.14 |
|
| Npk International Com Shs (NPKI) | 0.7 | $19M | +6% | 1.2M | 15.91 |
|
| Albemarle Corporation (ALB) | 0.7 | $19M | -38% | 137k | 135.03 |
|
| Ge Vernova (GEV) | 0.7 | $17M | 14k | 1174.86 |
|
|
| Fervo Energy Cl A Com | 0.5 | $13M | NEW | 460k | 29.23 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.4 | $8.9M | 27k | 334.82 |
|
|
| Quanta Services (PWR) | 0.3 | $6.7M | 9.3k | 720.04 |
|
|
| Xplr Infrastructure Com Unit Part In (XIFR) | 0.2 | $4.0M | NEW | 343k | 11.81 |
|
| Opal Fuels Class A Com (OPAL) | 0.2 | $4.0M | 1.8M | 2.20 |
|
|
| Array Technologies Com Shs (ARRY) | 0.1 | $2.9M | 392k | 7.41 |
|
|
| Nio Spon Ads (NIO) | 0.1 | $1.4M | NEW | 285k | 5.06 |
|
| Hesai Group Sponsored Ads (HSAI) | 0.0 | $1.1M | 60k | 18.22 |
|
|
| Weride Sponsored Ads (WRD) | 0.0 | $771k | 133k | 5.82 |
|
|
| Pony Ai Sponsored Ads (PONY) | 0.0 | $347k | 50k | 6.95 |
|
|
| Ehang Hldgs Ads (EH) | 0.0 | $222k | 34k | 6.55 |
|
|
| Ses Ai Corporation *w Exp 12/10/202 (SES.WS) | 0.0 | $8.0k | 240k | 0.03 |
|
Past Filings by Electron Capital Partners
SEC 13F filings are viewable for Electron Capital Partners going back to 2013
- Electron Capital Partners 2026 Q2 filed Aug. 14, 2026
- Electron Capital Partners 2026 Q1 filed May 15, 2026
- Electron Capital Partners 2025 Q4 restated filed Feb. 19, 2026
- Electron Capital Partners 2025 Q3 filed Nov. 14, 2025
- Electron Capital Partners 2025 Q2 filed Aug. 14, 2025
- Electron Capital Partners 2025 Q1 filed May 15, 2025
- Electron Capital Partners 2024 Q4 filed Feb. 14, 2025
- Electron Capital Partners 2024 Q3 filed Nov. 14, 2024
- Electron Capital Partners 2024 Q2 restated filed Aug. 15, 2024
- Electron Capital Partners 2024 Q2 restated filed Aug. 15, 2024
- Electron Capital Partners 2024 Q2 filed Aug. 14, 2024
- Electron Capital Partners 2024 Q1 filed May 15, 2024
- Electron Capital Partners 2023 Q4 restated filed March 1, 2024
- Electron Capital Partners 2023 Q4 filed Feb. 14, 2024
- Electron Capital Partners 2023 Q3 filed Nov. 14, 2023
- Electron Capital Partners 2023 Q2 filed Aug. 14, 2023