Electron Capital Partners as of June 30, 2026
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 | 1.7M | 162.07 | |
| MasTec (MTZ) | 10.3 | $258M | 620k | 416.06 | |
| Xcel Energy (XEL) | 8.1 | $203M | 2.5M | 80.30 | |
| Nextera Energy (NEE) | 6.8 | $170M | 1.9M | 87.77 | |
| Entergy Corporation (ETR) | 6.1 | $154M | 1.3M | 114.86 | |
| Coherent Corp (COHR) | 4.4 | $109M | 277k | 394.47 | |
| FirstEnergy (FE) | 3.9 | $97M | 2.0M | 47.54 | |
| Johnson Controls Internation SHS (JCI) | 3.6 | $91M | 622k | 146.11 | |
| Williams Companies (WMB) | 3.4 | $86M | 1.2M | 74.34 | |
| Constellation Energy (CEG) | 2.8 | $71M | 286k | 248.37 | |
| Cognex Corporation (CGNX) | 2.8 | $70M | 968k | 72.42 | |
| Keysight Technologies (KEYS) | 2.8 | $70M | 200k | 350.07 | |
| C H Robinson Worldwide In Com New (CHRW) | 2.7 | $68M | 359k | 188.34 | |
| PG&E Corporation (PCG) | 2.5 | $62M | 3.7M | 16.82 | |
| Fedex Fght Hldg Common Stock (FDXF) | 2.2 | $55M | 367k | 151.00 | |
| Ul Solutions Class A Com Shs (ULS) | 2.2 | $54M | 531k | 101.86 | |
| Carvana Cl A (CVNA) | 2.1 | $54M | 813k | 65.82 | |
| Nrg Energy Com New (NRG) | 2.1 | $52M | 358k | 146.06 | |
| Corning Incorporated (GLW) | 1.7 | $42M | 164k | 255.43 | |
| Primoris Services (PRIM) | 1.6 | $41M | 415k | 99.12 | |
| Solaredge Technologies (SEDG) | 1.6 | $39M | 673k | 58.44 | |
| Eos Energy Enterprises Com Cl A (EOSE) | 1.6 | $39M | 6.7M | 5.88 | |
| Eversource Energy (ES) | 1.5 | $37M | 507k | 72.27 | |
| Enovix Corp (ENVX) | 1.2 | $29M | 4.8M | 6.07 | |
| T1 Energy Com New (TE) | 1.1 | $28M | 2.9M | 9.48 | |
| Wolfspeed Common Stock (WOLF) | 1.1 | $28M | 571k | 48.25 | |
| Edison International (EIX) | 1.1 | $27M | 358k | 74.45 | |
| Solv Energy Com Shs Cl A (MWH) | 1.0 | $26M | 749k | 34.05 | |
| GDS HLDGS Sponsored Ads (GDS) | 1.0 | $25M | 832k | 30.03 | |
| Transocean Registered Shs (RIG) | 0.9 | $23M | 4.7M | 4.89 | |
| Nextpower Class A Com (NXT) | 0.8 | $21M | 178k | 119.14 | |
| Npk International Com Shs (NPKI) | 0.7 | $19M | 1.2M | 15.91 | |
| Albemarle Corporation (ALB) | 0.7 | $19M | 137k | 135.03 | |
| Ge Vernova (GEV) | 0.7 | $17M | 14k | 1174.86 | |
| Fervo Energy Cl A Com | 0.5 | $13M | 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 | 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 | 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 |
