Electron Capital Partners
Latest statistics and disclosures from Electron Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, MTZ, NEE, XEL, FE, and represent 41.48% of Electron Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$337M), DOW (+$80M), FE (+$77M), NRG (+$60M), XLU (+$57M), FDX (+$57M), CHRW (+$57M), ALB (+$40M), GDS (+$27M), NEE (+$25M).
- Started 12 new stock positions in XLU, NRG, AES, MWH, FDX, NPKI, SPY, FPS, ENPH, DOW. ALB, CHRW.
- Reduced shares in these 10 stocks: , PWR (-$94M), JCI (-$89M), NXT (-$73M), , UAL (-$44M), CAT (-$43M), CVNA (-$38M), MTZ (-$29M), SEDG (-$28M).
- Sold out of its positions in CVNA, CAT, EXC, SHLS, SGML, MMM, UAL.
- Electron Capital Partners was a net buyer of stock by $178M.
- Electron Capital Partners has $2.6B in assets under management (AUM), dropping by 18.64%.
- Central Index Key (CIK): 0001586986
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Portfolio Holdings for Electron Capital Partners
Electron Capital Partners holds 45 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY) | 13.2 | $337M | NEW | 518k | 650.34 |
|
| MasTec (MTZ) | 9.0 | $229M | -11% | 713k | 321.74 |
|
| Nextera Energy (NEE) | 7.4 | $190M | +15% | 2.0M | 92.88 |
|
| Xcel Energy (XEL) | 6.0 | $152M | 1.9M | 79.44 |
|
|
| FirstEnergy (FE) | 5.9 | $152M | +103% | 3.0M | 50.66 |
|
| Constellation Energy (CEG) | 5.9 | $152M | -6% | 543k | 279.25 |
|
| Entergy Corporation (ETR) | 5.6 | $142M | -12% | 1.3M | 112.36 |
|
| Coherent Corp (COHR) | 4.2 | $108M | -9% | 452k | 238.21 |
|
| Dow (DOW) | 3.1 | $80M | NEW | 1.9M | 41.65 |
|
| Williams Companies (WMB) | 3.1 | $79M | 1.1M | 72.78 |
|
|
| Ul Solutions Class A Com Shs (ULS) | 2.4 | $61M | -16% | 714k | 85.71 |
|
| PG&E Corporation (PCG) | 2.4 | $61M | +47% | 3.5M | 17.57 |
|
| Johnson Controls Internation SHS (JCI) | 2.4 | $61M | -59% | 464k | 130.95 |
|
| Nrg Energy Com New (NRG) | 2.3 | $60M | NEW | 407k | 146.14 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 2.2 | $57M | NEW | 1.2M | 45.89 |
|
| FedEx Corporation (FDX) | 2.2 | $57M | NEW | 159k | 356.18 |
|
| C H Robinson Worldwide In Com New (CHRW) | 2.2 | $57M | NEW | 341k | 166.07 |
|
| Solaredge Technologies (SEDG) | 2.2 | $55M | -33% | 1.1M | 51.05 |
|
| Flextronics Intl Ord (FLEX) | 2.0 | $52M | -15% | 799k | 65.46 |
|
| Keysight Technologies (KEYS) | 1.8 | $47M | +2% | 165k | 282.37 |
|
| Cognex Corporation (CGNX) | 1.7 | $44M | +4% | 889k | 48.99 |
|
| Albemarle Corporation (ALB) | 1.6 | $40M | NEW | 222k | 179.53 |
|
| GDS HLDGS Sponsored Ads (GDS) | 1.2 | $32M | +640% | 781k | 40.29 |
|
| Eos Energy Enterprises Com Cl A (EOSE) | 1.0 | $27M | -12% | 5.4M | 4.96 |
|
| T1 Energy Com New (TE) | 1.0 | $26M | +69% | 5.9M | 4.39 |
|
| Edison International (EIX) | 1.0 | $25M | 340k | 73.18 |
|
|
| Enovix Corp (ENVX) | 0.9 | $24M | -23% | 4.6M | 5.18 |
|
| AES Corporation (AES) | 0.9 | $23M | NEW | 1.6M | 14.09 |
|
| Solv Energy Com Shs Cl A (MWH) | 0.8 | $22M | NEW | 721k | 30.03 |
|
| Boeing Company (BA) | 0.7 | $19M | -48% | 94k | 199.03 |
|
| 4068594 Enphase Energy (ENPH) | 0.7 | $19M | NEW | 489k | 37.81 |
|
| Npk International Com Shs (NPKI) | 0.6 | $16M | NEW | 1.1M | 14.49 |
|
| Forgent Power Solutions Com Shs Cl A (FPS) | 0.6 | $16M | NEW | 529k | 29.27 |
|
| Ge Vernova (GEV) | 0.5 | $13M | -9% | 14k | 872.90 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.3 | $6.8M | 27k | 250.58 |
|
|
| Quanta Services (PWR) | 0.2 | $5.2M | -94% | 9.4k | 549.02 |
|
| Opal Fuels Class A Com (OPAL) | 0.2 | $4.5M | 1.8M | 2.52 |
|
|
| Nextpower Class A Com (NXT) | 0.1 | $3.3M | -95% | 27k | 120.55 |
|
| Array Technologies Com Shs (ARRY) | 0.1 | $2.9M | -85% | 396k | 7.23 |
|
| Hesai Group Sponsored Ads (HSAI) | 0.0 | $1.2M | 61k | 19.12 |
|
|
| Weride Sponsored Ads (WRD) | 0.0 | $1.1M | 134k | 8.09 |
|
|
| Pony Ai Sponsored Ads (PONY) | 0.0 | $476k | 50k | 9.44 |
|
|
| Ftc Solar Com New (FTCI) | 0.0 | $341k | 90k | 3.78 |
|
|
| Ehang Hldgs Ads (EH) | 0.0 | $332k | 34k | 9.71 |
|
|
| Ses Ai Corporation *w Exp 12/10/202 (SES.WS) | 0.0 | $10k | 240k | 0.04 |
|
Past Filings by Electron Capital Partners
SEC 13F filings are viewable for Electron Capital Partners going back to 2013
- 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
- Electron Capital Partners 2023 Q1 filed May 15, 2023