Electron Capital Partners, LLC
Electron Capital Partners, LLC reported 46 US-listed holdings worth $2.50 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Flex Ltd. (11.2%), Mastec Inc. (10.3%) and Xcel Energy Inc. (8.1%). Against the quarter before, it opened 10 positions, added to 17, trimmed 17 and sold out of 8.
Reported holdings$2.50B+17.7% on Q1 2026
Positions46+2 on Q1 2026
The largest ten60.6%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Added toTrimmed
The 14 largest of its 46 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 10Added 17Held 2Trimmed 17Sold out 8
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 10
- Fedex Fght Hldg Co. Inc. Common Stock FDXF$55.4 million
- Carvana Co. CVNA$53.5 million
- Corning Inc. GLW$41.8 million
- Primoris Services Corp. PRIM$41.1 million
- Eversource Energy ES$36.7 million
- Wolfspeed Inc. WOLF$27.6 million
- Transocean Ltd RIG$22.7 million
- Fervo Energy Co. Class A Com FRVO$13.4 million
and 2 more in the table below
Added to 17
- Flex Ltd. FLEX+928,941 shares · +116%
- Xcel Energy Inc. XEL+603,406 shares · +31%
- Johnson Controls International plc JCI+158,429 shares · +34%
- Nextpower Inc. NXT+150,848 shares · +555%
- Constellation Energy Corp. CEG+63,413 shares · +28%
- Keysight Technologies, Inc. KEYS+34,905 shares · +21%
- Entergy Corp. ETR+75,328 shares · +6%
- Eos Energy Enterprises Inc. EOSE+1.3 million shares · +24%
and 9 more in the table below
Trimmed 17
- Coherent Corp. COHR-174,881 shares · -39%
- Firstenergy Corp. FE-944,938 shares · -32%
- Mastec Inc. MTZ-92,823 shares · -13%
- Freyr Battery Inc. TE-3.0 million shares · -51%
- Solaredge Technologies, Inc. SEDG-405,998 shares · -38%
- UL Solutions Inc. ULS-183,356 shares · -26%
- Albemarle Corp. ALB-85,054 shares · -38%
- NextEra Energy Inc. NEE-107,130 shares · -5%
and 9 more in the table below
Sold out of 8
- Dow Inc. DOW$79.9 million last quarter
- Select Sector SPDR Trust XLU$56.9 million last quarter
- FedEx Corp. FDX$56.7 million last quarter
- AES Corp. AES$22.5 million last quarter
- Boeing Co. BA$18.6 million last quarter
- Enphase Energy, Inc. ENPH$18.5 million last quarter
- Forgent Power Solutions Inc FPS$15.5 million last quarter
- FTC Solar Inc. FTCI$340,960 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Flex Ltd. FLEX | 1,727,715 | $280.0 million | 11.18% | +928,941 |
| Mastec Inc. MTZ | 620,190 | $258.0 million | 10.30% | -92,823 |
| Xcel Energy Inc. XEL | 2,522,174 | $202.5 million | 8.09% | +603,406 |
| NextEra Energy Inc. NEE | 1,932,900 | $169.7 million | 6.77% | -107,130 |
| Entergy Corp. ETR | 1,340,648 | $154.0 million | 6.15% | +75,328 |
| Coherent Corp. COHR | 277,072 | $109.3 million | 4.36% | -174,881 |
| Firstenergy Corp. FE | 2,046,976 | $97.3 million | 3.88% | -944,938 |
| Johnson Controls International plc JCI | 622,330 | $90.9 million | 3.63% | +158,429 |
| Williams Companies, Inc. WMB | 1,154,694 | $85.8 million | 3.43% | +64,825 |
| Constellation Energy Corp. CEG | 286,137 | $71.1 million | 2.84% | +63,413 |
| Cognex Corp. CGNX | 967,843 | $70.1 million | 2.80% | +79,229 |
| Keysight Technologies, Inc. KEYS | 199,931 | $70.0 million | 2.79% | +34,905 |
| C. H. Robinson Worldwide, Inc. CHRW | 359,077 | $67.6 million | 2.70% | +17,721 |
| Pg&E Corp. PCG | 3,679,420 | $61.9 million | 2.47% | +198,038 |
| Fedex Fght Hldg Co. Inc. Common Stock FDXF | 366,682 | $55.4 million | 2.21% | new |
| UL Solutions Inc. ULS | 530,585 | $54.0 million | 2.16% | -183,356 |
| Carvana Co. CVNA | 813,127 | $53.5 million | 2.14% | new |
| NRG Energy, Inc. NRG | 357,635 | $52.2 million | 2.09% | -49,200 |
| Corning Inc. GLW | 163,766 | $41.8 million | 1.67% | new |
| Primoris Services Corp. PRIM | 415,103 | $41.1 million | 1.64% | new |
| Solaredge Technologies, Inc. SEDG | 672,680 | $39.3 million | 1.57% | -405,998 |
| Eos Energy Enterprises Inc. EOSE | 6,681,859 | $39.3 million | 1.57% | +1,302,198 |
| Eversource Energy ES | 507,164 | $36.7 million | 1.46% | new |
| Enovix Corporation ENVX | 4,788,098 | $29.1 million | 1.16% | +159,781 |
| Freyr Battery Inc. TE | 2,931,918 | $27.8 million | 1.11% | -2,997,667 |
| Wolfspeed Inc. WOLF | 571,267 | $27.6 million | 1.10% | new |
| Edison International EIX | 358,124 | $26.7 million | 1.06% | +18,455 |
| Solv Energy Inc. MWH | 749,386 | $25.5 million | 1.02% | +28,088 |
| GDS Hldgs Ltd GDS | 831,889 | $25.0 million | 1.00% | +50,910 |
| Transocean Ltd RIG | 4,652,185 | $22.7 million | 0.91% | new |
| Nextpower Inc. NXT | 178,035 | $21.2 million | 0.85% | +150,848 |
| Newpark Res Inc. NPKI | 1,169,304 | $18.6 million | 0.74% | +69,361 |
| Albemarle Corp. ALB | 137,253 | $18.5 million | 0.74% | -85,054 |
| GE Vernova Inc. GEV | 14,175 | $16.7 million | 0.66% | -146 |
| Fervo Energy Co. Class A Com FRVO | 459,840 | $13.4 million | 0.54% | new |
| Vertiv Holdings Co. VRT | 26,670 | $8.9 million | 0.36% | -275 |
| Quanta Services, Inc. PWR | 9,312 | $6.7 million | 0.27% | -96 |
| Nextera Energy Partners LP XIFR | 342,633 | $4.0 million | 0.16% | new |
| Opal Fuels Inc. OPAL | 1,800,000 | $4.0 million | 0.16% | no change |
| Array Technologies Inc. ARRY | 391,887 | $2.9 million | 0.12% | -4,041 |
| NIO Inc. NIO | 284,515 | $1.4 million | 0.06% | new |
| Hesai Group HSAI | 60,050 | $1.1 million | 0.04% | -620 |
| Weride Inc. WRD | 132,500 | $771,150 | 0.03% | -1,367 |
| Pony Ai Inc. PONY | 49,853 | $346,479 | 0.01% | -514 |
| Ehang Hldgs Ltd ADS EH | 33,825 | $221,554 | 0.01% | -349 |
| Ses Ai Corporation SESCW | 239,752 | $7,948 | 0.00% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.