Electron Capital Partners, LLC — 13F Holdings & Portfolio
CIK 1586986 · latest 13F-HR filed 2026-08-14
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, exited 8, added to 20, and trimmed 13.
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.
19TH FLOOR
NEW YORK, NY 10022
$2.50B
Long-equity book
46
Distinct positions
2026-06-30
Filed 2026-08-14
+10 / −8 / ↑20 / ↓13
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- FLEX LTD$227.7M +435.5%
- XCEL ENERGY INC$50.1M +32.9%
- JOHNSON CONTROLS INTERNATION$30.2M +49.7%
- MASTEC INC$28.6M +12.5%
- COGNEX CORP$26.6M +61.0%
Top Trims
- FIRSTENERGY CORP-$54.3M -35.8%
- ALBEMARLE CORP-$21.4M -53.6%
- NEXTERA ENERGY INC-$19.8M -10.5%
- SOLAREDGE TECHNOLOGIES INC-$15.8M -28.6%
- NRG ENERGY INC-$7.2M -12.1%
New Positions
- FEDEX FGHT HLDG CO INC$55.4M
- CARVANA CO$53.5M
- CORNING INC$41.8M
- PRIMORIS SVCS CORP$41.1M
- EVERSOURCE ENERGY$36.7M
Exited Positions
- DOW HLDGS INC$79.9M
- SELECT SECTOR SPDR TR$56.9M
- FEDEX CORP$56.7M
- AES CORP$22.5M
- BOEING CO$18.6M
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 |
| 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 |