Electron Capital Partners as of March 31, 2026
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 | 518k | 650.34 | |
| MasTec (MTZ) | 9.0 | $229M | 713k | 321.74 | |
| Nextera Energy (NEE) | 7.4 | $190M | 2.0M | 92.88 | |
| Xcel Energy (XEL) | 6.0 | $152M | 1.9M | 79.44 | |
| FirstEnergy (FE) | 5.9 | $152M | 3.0M | 50.66 | |
| Constellation Energy (CEG) | 5.9 | $152M | 543k | 279.25 | |
| Entergy Corporation (ETR) | 5.6 | $142M | 1.3M | 112.36 | |
| Coherent Corp (COHR) | 4.2 | $108M | 452k | 238.21 | |
| Dow (DOW) | 3.1 | $80M | 1.9M | 41.65 | |
| Williams Companies (WMB) | 3.1 | $79M | 1.1M | 72.78 | |
| Ul Solutions Class A Com Shs (ULS) | 2.4 | $61M | 714k | 85.71 | |
| PG&E Corporation (PCG) | 2.4 | $61M | 3.5M | 17.57 | |
| Johnson Controls Internation SHS (JCI) | 2.4 | $61M | 464k | 130.95 | |
| Nrg Energy Com New (NRG) | 2.3 | $60M | 407k | 146.14 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 2.2 | $57M | 1.2M | 45.89 | |
| FedEx Corporation (FDX) | 2.2 | $57M | 159k | 356.18 | |
| C H Robinson Worldwide In Com New (CHRW) | 2.2 | $57M | 341k | 166.07 | |
| Solaredge Technologies (SEDG) | 2.2 | $55M | 1.1M | 51.05 | |
| Flextronics Intl Ord (FLEX) | 2.0 | $52M | 799k | 65.46 | |
| Keysight Technologies (KEYS) | 1.8 | $47M | 165k | 282.37 | |
| Cognex Corporation (CGNX) | 1.7 | $44M | 889k | 48.99 | |
| Albemarle Corporation (ALB) | 1.6 | $40M | 222k | 179.53 | |
| GDS HLDGS Sponsored Ads (GDS) | 1.2 | $32M | 781k | 40.29 | |
| Eos Energy Enterprises Com Cl A (EOSE) | 1.0 | $27M | 5.4M | 4.96 | |
| T1 Energy Com New (TE) | 1.0 | $26M | 5.9M | 4.39 | |
| Edison International (EIX) | 1.0 | $25M | 340k | 73.18 | |
| Enovix Corp (ENVX) | 0.9 | $24M | 4.6M | 5.18 | |
| AES Corporation (AES) | 0.9 | $23M | 1.6M | 14.09 | |
| Solv Energy Com Shs Cl A (MWH) | 0.8 | $22M | 721k | 30.03 | |
| Boeing Company (BA) | 0.7 | $19M | 94k | 199.03 | |
| 4068594 Enphase Energy (ENPH) | 0.7 | $19M | 489k | 37.81 | |
| Npk International Com Shs (NPKI) | 0.6 | $16M | 1.1M | 14.49 | |
| Forgent Power Solutions Com Shs Cl A (FPS) | 0.6 | $16M | 529k | 29.27 | |
| Ge Vernova (GEV) | 0.5 | $13M | 14k | 872.90 | |
| Vertiv Holdings Com Cl A (VRT) | 0.3 | $6.8M | 27k | 250.58 | |
| Quanta Services (PWR) | 0.2 | $5.2M | 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 | 27k | 120.55 | |
| Array Technologies Com Shs (ARRY) | 0.1 | $2.9M | 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 |
