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Electron Capital Partners, LLC — 13F Holdings & Portfolio

CIK 1586986 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Electron Capital Partners, LLC manages $2.50B in 13F-reported U.S. long-equity assets across 46 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are FLEX (11.18%), MTZ (10.30%), XEL (8.09%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions and exited 8; 20 existing positions rose in reported value and 13 fell.

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.

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AUM
$2.50B

Long-equity book

Holdings
46

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+10 / −8 / ↑20 / ↓13

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
FLEX11.2% · +116%MTZ10.3% · -13%XEL8.1% · +31%NEE6.8% · -5%ETR6.1% · +6%COHR4.4% · -39%FE3.9% · -32%JCI3.6% · +34%WMB3.4% · +6%CEG2.8% · +28%CGNX2.8% · +9%KEYS2.8% · +21%CHRW2.7% · +5%PCG2.5% · +6%FDXF2.2% · newULS2.2% · -26%CVNA2.1% · newNRG2.1% · -12%GLW1.7% · newPRIM1.6% · newSEDG1.6% · -38%EOSE1.6% · +24%ES1.5% · newENVX1.2% · +4%TE1.1% · -51%WOLF1.1% · newEIX1.1% · +5%MWH1.0% · +4%GDS1.0% · +6%RIG0.9% · newNXT0.8% · +555%NPKI0.7% · +6%ALB0.7% · -38%GEV0.7% · -1%FRVO0.5% · newVRT0.4% · -1%PWR0.3% · -1%XIFR0.2% · newOPAL0.2% · 0%ARRY0.1% · -1%NIO0.1% · newHSAI0.0% · -1%WRD0.0% · -1%PONY0.0% · -1%EH0.0% · -1%SES0.0% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 60.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 31, 2026.

Assets Under Management
$4.20B
Discretionary
$4.20B
Employees
13
Accounts
18
Address
10 EAST 53RD STREET
19TH FLOOR
NEW YORK, NY 10022
Phone
(212) 554-1800
Website
Name Title / Status Ownership Type
ELECTRON PRINCIPALS (IM), LLC ControlMEMBER
since Feb 2013
75% or moreDomestic Entity
SHAVER, JAMES, OSCAR ControlMEMBER
since Apr 2012
25–50%Individual
ZHOU, RAN, NMN ControlMANAGING MEMBER
since Oct 2023
50–75%Individual
KELLER, AARON, ANDREWCHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER
since Oct 2012
Less than 5%Individual
SHAVER, JAMES, OSCAR Control
Indirect owner via ELECTRON PRINCIPALS (IM), LLC
MEMBER
since Feb 2013
25–50%Individual
ZHOU, RAN, NMN Control
Indirect owner via ELECTRON PRINCIPALS (IM), LLC
MANAGING MEMBER
since Oct 2023
50–75%Individual
Ownership & leadership changes · 3 filings with changes since May 2, 2013

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 31, 2026 filing
  • ChangedELECTRON PRINCIPALS (IM), LLC · ownership 25–50% → 75% or more
  • ChangedSHAVER, JAMES, OSCAR · ownership 75% or more → 25–50%
  • ChangedSHAVER, JAMES, OSCAR · indirect via ELECTRON PRINCIPALS (IM), LLC: ownership 50–75% → 25–50%
Mar 31, 2025 filing
  • ChangedZHOU, RAN, NMN · ownership Less than 5% → 50–75%
Mar 28, 2024 filing
  • AddedZHOU, RAN, NMN · MANAGING MEMBER · Less than 5% · control person
  • AddedZHOU, RAN, NMN · MANAGING MEMBER · 50–75% · indirect via ELECTRON PRINCIPALS (IM), LLC · control person
  • ChangedSHAVER, JAMES, OSCAR · title MANAGING MEMBER → MEMBER
  • ChangedSHAVER, JAMES, OSCAR · indirect via ELECTRON PRINCIPALS (IM), LLC: title MANAGING MEMBER → MEMBER
May 2, 2013 filing (earliest on record)
  • ListedELECTRON PRINCIPALS (IM), LLC · MEMBER · 25–50% · control person
  • ListedKELLER, AARON, ANDREW · CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedSHAVER, JAMES, OSCAR · MANAGING MEMBER · 75% or more · control person
  • ListedSHAVER, JAMES, OSCAR · MANAGING MEMBER · 50–75% · indirect via ELECTRON PRINCIPALS (IM), LLC · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 20 →

Top Trims

Show all 13 →

New Positions

Show all 10 →

Exited Positions

Show all 8 →

Electron Capital Partners, LLC Holdings (2026-06-30)

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 FLEX LTD FLEX Y2573F102 $280.0M 11.18% 1,727,715 SH
2 MASTEC INC MTZ 576323109 $258.0M 10.30% 620,190 SH
3 XCEL ENERGY INC XEL 98389B100 $202.5M 8.09% 2,522,174 SH
4 NEXTERA ENERGY INC NEE 65339F101 $169.7M 6.77% 1,932,900 SH
5 ENTERGY CORP NEW ETR 29364G103 $154.0M 6.15% 1,340,648 SH
6 COHERENT CORP COHR 19247G107 $109.3M 4.36% 277,072 SH
7 FIRSTENERGY CORP FE 337932107 $97.3M 3.88% 2,046,976 SH
8 JOHNSON CONTROLS INTERNATION JCI G51502105 $90.9M 3.63% 622,330 SH
9 WILLIAMS COS INC WMB 969457100 $85.8M 3.43% 1,154,694 SH
10 CONSTELLATION ENERGY CORP CEG 21037T109 $71.1M 2.84% 286,137 SH
11 COGNEX CORP CGNX 192422103 $70.1M 2.80% 967,843 SH
12 KEYSIGHT TECHNOLOGIES INC KEYS 49338L103 $70.0M 2.79% 199,931 SH
13 C H ROBINSON WORLDWIDE IN CHRW 12541W209 $67.6M 2.70% 359,077 SH
14 PG&E CORP PCG 69331C108 $61.9M 2.47% 3,679,420 SH
15 FEDEX FGHT HLDG CO INC FDXF 314352105 $55.4M 2.21% 366,682 SH
16 UL SOLUTIONS INC ULS 903731107 $54.0M 2.16% 530,585 SH
17 CARVANA CO CVNA 146869102 $53.5M 2.14% 813,127 SH
18 NRG ENERGY INC NRG 629377508 $52.2M 2.09% 357,635 SH
19 CORNING INC GLW 219350105 $41.8M 1.67% 163,766 SH
20 PRIMORIS SVCS CORP PRIM 74164F103 $41.1M 1.64% 415,103 SH
21 SOLAREDGE TECHNOLOGIES INC SEDG 83417M104 $39.3M 1.57% 672,680 SH
22 EOS ENERGY ENTERPRISES INC EOSE 29415C101 $39.3M 1.57% 6,681,859 SH
23 EVERSOURCE ENERGY ES 30040W108 $36.7M 1.46% 507,164 SH
24 ENOVIX CORPORATION ENVX 293594107 $29.1M 1.16% 4,788,098 SH
25 T1 ENERGY INC TE 35834F104 $27.8M 1.11% 2,931,918 SH
26 WOLFSPEED INC WOLF 97785W106 $27.6M 1.10% 571,267 SH
27 EDISON INTL EIX 281020107 $26.7M 1.06% 358,124 SH
28 SOLV ENERGY INC MWH 78475V103 $25.5M 1.02% 749,386 SH
29 GDS HLDGS LTD GDS 36165L108 $25.0M 1.00% 831,889 SH
30 TRANSOCEAN LTD RIG H8817H100 $22.7M 0.91% 4,652,185 SH
31 NEXTPOWER INC NXT 65290E101 $21.2M 0.85% 178,035 SH
32 NPK INTERNATIONAL INC NPKI 651718504 $18.6M 0.74% 1,169,304 SH
33 ALBEMARLE CORP ALB 012653101 $18.5M 0.74% 137,253 SH
34 GE VERNOVA INC GEV 36828A101 $16.7M 0.66% 14,175 SH
35 FERVO ENERGY CO FRVO 31556C106 $13.4M 0.54% 459,840 SH
36 VERTIV HOLDINGS CO VRT 92537N108 $8.9M 0.36% 26,670 SH
37 QUANTA SVCS INC PWR 74762E102 $6.7M 0.27% 9,312 SH
38 XPLR INFRASTRUCTURE LP XIFR 65341B106 $4.0M 0.16% 342,633 SH
39 OPAL FUELS INC OPAL 68347P103 $4.0M 0.16% 1,800,000 SH
40 ARRAY TECHNOLOGIES INC ARRY 04271T100 $2.9M 0.12% 391,887 SH
41 NIO INC NIO 62914V106 $1.4M 0.06% 284,515 SH
42 HESAI GROUP HSAI 428050108 $1.1M 0.04% 60,050 SH
43 WERIDE INC WRD 950915108 $771.1K 0.03% 132,500 SH
44 PONY AI INC PONY 732908108 $346.5K 0.01% 49,853 SH
45 EHANG HLDGS LTD EH 26853E102 $221.6K 0.01% 33,825 SH
46 SES AI CORPORATION SES 78397Q117 $7.9K 0.00% 239,752 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $2.50B 46 0001012975-26-000779
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
Filer Information
Address
10 EAST 53RD STREET
19TH FLOOR
NEW YORK, NY 10022
Phone
(212) 554-1800
Filing Manager
Electron Capital Partners, LLC
NEW YORK, NY
Signatory
Aaron A. Keller
Chief Financial Officer and Chief Compliance Officer