Electron Capital Partners, LLC
Q2 2026 13F filing
Updated 27 days ago46 disclosed positions worth $2.5B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | L LPG FLEX LTD | $280M | 1.73M | 11.18% | — |
| 2 | M MTZ MASTEC INC | $258M | 620.2K | 10.30% | — |
| 3 | X XELLL XCEL ENERGY INC | $202.5M | 2.52M | 8.09% | — |
| 4 | N NEE-PS NEXTERA ENERGY INC | $169.7M | 1.93M | 6.77% | — |
| 5 | E ETR ENTERGY CORP NEW | $154M | 1.34M | 6.15% | — |
| 6 | C COHR COHERENT CORP | $109.3M | 277.1K | 4.36% | — |
| 7 | F FE FIRSTENERGY CORP | $97.3M | 2.05M | 3.88% | — |
| 8 | J JCI JOHNSON CONTROLS INTERNATION | $90.9M | 622.3K | 3.63% | — |
| 9 | F FBTC WILLIAMS COS INC | $85.8M | 1.15M | 3.43% | — |
| 10 | C CEG CONSTELLATION ENERGY CORP | $71.1M | 286.1K | 2.84% | — |
| 11 | C CGNX COGNEX CORP | $70.1M | 967.8K | 2.80% | — |
| 12 | K KEYS KEYSIGHT TECHNOLOGIES INC | $70M | 199.9K | 2.79% | — |
| 13 | A AVGO C H ROBINSON WORLDWIDE IN | $67.6M | 359.1K | 2.70% | — |
| 14 | P PCG-PX PG&E CORP | $61.9M | 3.68M | 2.47% | — |
| 15 | F FDXF FEDEX FGHT HLDG CO INC | $55.4M | 366.7K | 2.21% | — |
| 16 | U ULS UL SOLUTIONS INC | $54M | 530.6K | 2.16% | — |
| 17 | C CVNA CARVANA CO | $53.5M | 813.1K | 2.14% | — |
| 18 | N NRG NRG ENERGY INC | $52.2M | 357.6K | 2.09% | — |
| 19 | G GLW CORNING INC | $41.8M | 163.8K | 1.67% | — |
| 20 | P PRIM PRIMORIS SVCS CORP | $41.1M | 415.1K | 1.64% | — |
| 21 | S SEDG SOLAREDGE TECHNOLOGIES INC | $39.3M | 672.7K | 1.57% | — |
| 22 | E EOSER EOS ENERGY ENTERPRISES INC | $39.3M | 6.68M | 1.57% | — |
| 23 | E ES EVERSOURCE ENERGY | $36.7M | 507.2K | 1.46% | — |
| 24 | E ENVX ENOVIX CORPORATION | $29.1M | 4.79M | 1.16% | — |
| 25 | T TE T1 ENERGY INC | $27.8M | 2.93M | 1.11% | — |
| 26 | ? N/A WOLFSPEED INC | $27.6M | 571.3K | 1.10% | — |
| 27 | E EIX EDISON INTL | $26.7M | 358.1K | 1.06% | — |
| 28 | ? N/A SOLV ENERGY INC | $25.5M | 749.4K | 1.02% | — |
| 29 | G GDHLF GDS HLDGS LTD | $25M | 831.9K | 1.00% | — |
| 30 | R RIG TRANSOCEAN LTD | $22.7M | 4.65M | 0.91% | — |
| 31 | N NXT NEXTPOWER INC | $21.2M | 178.0K | 0.85% | — |
| 32 | N NPKI NPK INTERNATIONAL INC | $18.6M | 1.17M | 0.74% | — |
| 33 | A ALB-PA ALBEMARLE CORP | $18.5M | 137.3K | 0.74% | — |
| 34 | G GEV GE VERNOVA INC | $16.7M | 14.2K | 0.66% | — |
| 35 | F FRVO FERVO ENERGY CO | $13.4M | 459.8K | 0.54% | — |
| 36 | V VRT VERTIV HOLDINGS CO | $8.9M | 26.7K | 0.36% | — |
| 37 | P PWR QUANTA SVCS INC | $6.7M | 9.3K | 0.27% | — |
| 38 | N NXE XPLR INFRASTRUCTURE LP | $4M | 342.6K | 0.16% | — |
| 39 | O OPAL OPAL FUELS INC | $4M | 1.80M | 0.16% | — |
| 40 | ? N/A ARRAY TECHNOLOGIES INC | $2.9M | 391.9K | 0.12% | — |
| 41 | N NX NIO INC | $1.4M | 284.5K | 0.06% | — |
| 42 | H HSIGF HESAI GROUP | $1.1M | 60.0K | 0.04% | — |
| 43 | W WRDIF WERIDE INC | $771K | 132.5K | 0.03% | — |
| 44 | P PYAIF PONY AI INC | $346K | 49.9K | 0.01% | — |
| 45 | E EH EHANG HLDGS LTD | $222K | 33.8K | 0.01% | — |
| 46 | ? N/A SES AI CORPORATION | $8K | 239.8K | 0.00% | — |