Electron Capital Partners, LLC — 13F Holdings & Portfolio
CIK 1586986 · latest 13F-HR filed 2026-05-15
Electron Capital Partners, LLC manages $2.55B in 13F-reported U.S. long-equity assets across 46 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPY (13.19%), MTZ (8.98%), NEE (7.42%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 11 new positions, exited 7, added to 17, and trimmed 16.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$2.55B
Long-equity book
46
Distinct positions
2026-03-31
Filed 2026-05-15
+11 / −7 / ↑17 / ↓16
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- FIRSTENERGY CORP$85.7M +130.0%
- MASTEC INC$54.6M +31.2%
- NEXTERA ENERGY INC$47.6M +33.5%
- GDS HLDGS LTD$27.8M +755.0%
- PG&E CORP$23.1M +60.7%
Top Trims
- CONSTELLATION ENERGY CORP-$142.8M -69.7%
- JOHNSON CONTROLS INTERNATION-$75.7M -55.5%
- QUANTA SVCS INC-$70.7M -93.2%
- NEXTPOWER INC-$51.8M -94.0%
- EOS ENERGY ENTERPRISES INC-$43.5M -62.0%
New Positions
- DOW HLDGS INC$79.9M
- NRG ENERGY INC$59.5M
- SELECT SECTOR SPDR TR$56.9M
- FEDEX CORP$56.7M
- C H ROBINSON WORLDWIDE IN$56.7M
Exited Positions
- 3M CO$128.3M
- EXELON CORP$71.7M
- UNITED AIRLS HLDGS INC$43.8M
- CATERPILLAR INC$42.8M
- CARVANA CO$38.3M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T Put | SPY | 78462F103 | $336.9M | 13.19% | 518,000 | SH |
| 2 | MASTEC INC | MTZ | 576323109 | $229.4M | 8.98% | 713,013 | SH |
| 3 | NEXTERA ENERGY INC | NEE | 65339F101 | $189.5M | 7.42% | 2,040,030 | SH |
| 4 | XCEL ENERGY INC | XEL | 98389B100 | $152.4M | 5.97% | 1,918,768 | SH |
| 5 | FIRSTENERGY CORP | FE | 337932107 | $151.6M | 5.93% | 2,991,914 | SH |
| 6 | ENTERGY CORP NEW | ETR | 29364G103 | $142.2M | 5.56% | 1,265,320 | SH |
| 7 | COHERENT CORP | COHR | 19247G107 | $107.7M | 4.21% | 451,953 | SH |
| 8 | CONSTELLATION ENERGY CORP Call | CEG | 21037T109 | $89.4M | 3.50% | 320,000 | SH |
| 9 | DOW HLDGS INC | DOW | 260557103 | $79.9M | 3.13% | 1,917,631 | SH |
| 10 | WILLIAMS COS INC | WMB | 969457100 | $79.3M | 3.10% | 1,089,869 | SH |
| 11 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $62.2M | 2.43% | 222,724 | SH |
| 12 | UL SOLUTIONS INC | ULS | 903731107 | $61.2M | 2.40% | 713,941 | SH |
| 13 | PG&E CORP | PCG | 69331C108 | $61.2M | 2.39% | 3,481,382 | SH |
| 14 | JOHNSON CONTROLS INTERNATION | JCI | G51502105 | $60.7M | 2.38% | 463,901 | SH |
| 15 | NRG ENERGY INC | NRG | 629377508 | $59.5M | 2.33% | 406,835 | SH |
| 16 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $56.9M | 2.23% | 1,240,257 | SH |
| 17 | FEDEX CORP | FDX | 31428X106 | $56.7M | 2.22% | 159,165 | SH |
| 18 | C H ROBINSON WORLDWIDE IN | CHRW | 12541W209 | $56.7M | 2.22% | 341,356 | SH |
| 19 | SOLAREDGE TECHNOLOGIES INC | SEDG | 83417M104 | $55.1M | 2.16% | 1,078,678 | SH |
| 20 | FLEXTRONICS INTL LTD | FLEX | Y2573F102 | $52.3M | 2.05% | 798,774 | SH |
| 21 | KEYSIGHT TECHNOLOGIES INC | KEYS | 49338L103 | $46.6M | 1.82% | 165,026 | SH |
| 22 | COGNEX CORP | CGNX | 192422103 | $43.5M | 1.70% | 888,614 | SH |
| 23 | ALBEMARLE CORP | ALB | 012653101 | $39.9M | 1.56% | 222,307 | SH |
| 24 | GDS HLDGS LTD | GDS | 36165L108 | $31.5M | 1.23% | 780,979 | SH |
| 25 | EOS ENERGY ENTERPRISES INC | EOSE | 29415C101 | $26.7M | 1.04% | 5,379,661 | SH |
| 26 | T1 ENERGY INC | TE | 35834F104 | $26.0M | 1.02% | 5,929,585 | SH |
| 27 | EDISON INTL | EIX | 281020107 | $24.9M | 0.97% | 339,669 | SH |
| 28 | ENOVIX CORPORATION | ENVX | 293594107 | $24.0M | 0.94% | 4,628,317 | SH |
| 29 | AES CORP | AES | 00130H105 | $22.5M | 0.88% | 1,598,292 | SH |
| 30 | SOLV ENERGY INC | MWH | 78475V103 | $21.7M | 0.85% | 721,298 | SH |
| 31 | BOEING CO | BA | 097023105 | $18.6M | 0.73% | 93,653 | SH |
| 32 | ENPHASE ENERGY INC | ENPH | 29355A107 | $18.5M | 0.72% | 488,852 | SH |
| 33 | NPK INTERNATIONAL INC | NPKI | 651718504 | $15.9M | 0.62% | 1,099,943 | SH |
| 34 | FORGENT POWER SOLUTIONS INC | FPS | 34631F102 | $15.5M | 0.61% | 528,663 | SH |
| 35 | GE VERNOVA INC | GEV | 36828A101 | $12.5M | 0.49% | 14,321 | SH |
| 36 | VERTIV HOLDINGS CO | VRT | 92537N108 | $6.8M | 0.26% | 26,945 | SH |
| 37 | QUANTA SVCS INC | PWR | 74762E102 | $5.2M | 0.20% | 9,408 | SH |
| 38 | OPAL FUELS INC | OPAL | 68347P103 | $4.5M | 0.18% | 1,800,000 | SH |
| 39 | NEXTPOWER INC | NXT | 65290E101 | $3.3M | 0.13% | 27,187 | SH |
| 40 | ARRAY TECHNOLOGIES INC | ARRY | 04271T100 | $2.9M | 0.11% | 395,928 | SH |
| 41 | HESAI GROUP | HSAI | 428050108 | $1.2M | 0.05% | 60,670 | SH |
| 42 | WERIDE INC | WRD | 950915108 | $1.1M | 0.04% | 133,867 | SH |
| 43 | PONY AI INC | PONY | 732908108 | $475.5K | 0.02% | 50,367 | SH |
| 44 | FTC SOLAR INC | FTCI | 30320C301 | $341.0K | 0.01% | 90,201 | SH |
| 45 | EHANG HLDGS LTD | EH | 26853E102 | $331.8K | 0.01% | 34,174 | SH |
| 46 | SES AI CORPORATION | SES.WS | 78397Q117 | $10.1K | 0.00% | 239,752 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $2.55B | 46 | 0001012975-26-000446 |
| 2025-12-31 | 2026-02-19 | $2.15B | 40 | 0001012975-26-000183 |
| 2025-12-31 | 2026-02-17 | $2.15B | 40 | 0001012975-26-000156 |