Electron Capital Partners, LLC
- SEC CIK
- 0001586986
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 46
- +2 vs. Q1 2026
- Portfolio value
- $2.50B
- +$376.3M (+17.7%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FLEXFlex Ltd. | Stock | 1,727,715 | $280.0M | 11.2% | +928,941+116.3% | Added | History |
| MTZMastec Inc | COM | 620,190 | $258.0M | 10.3% | −92,823−13.0% | Reduced | History |
| XELXcel Energy Inc | Stock | 2,522,174 | $202.5M | 8.1% | +603,406+31.4% | Added | History |
| NEENextera Energy Inc | Stock | 1,932,900 | $169.7M | 6.8% | −107,130−5.3% | Reduced | History |
| ETREntergy Corp | COM | 1,340,648 | $154.0M | 6.1% | +75,328+6.0% | Added | History |
| COHRCoherent Corp. | COM | 277,072 | $109.3M | 4.4% | −174,881−38.7% | Reduced | History |
| FEFirstenergy Corp | COM | 2,046,976 | $97.3M | 3.9% | −944,938−31.6% | Reduced | History |
| JCIJohnson Controls International plc | Stock | 622,330 | $90.9M | 3.6% | +158,429+34.2% | Added | History |
| WMBWilliams Companies, Inc. | COM | 1,154,694 | $85.8M | 3.4% | +64,825+5.9% | Added | History |
| CEGConstellation Energy Corp | Stock | 286,137 | $71.1M | 2.8% | +63,413+28.5% | Added | History |
| CGNXCognex Corp | COM | 967,843 | $70.1M | 2.8% | +79,229+8.9% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 199,931 | $70.0M | 2.8% | +34,905+21.2% | Added | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 359,077 | $67.6M | 2.7% | +17,721+5.2% | Added | History |
| PCGPG&E Corp | Stock | 3,679,420 | $61.9M | 2.5% | +198,038+5.7% | Added | History |
| FDXFFedEx Freight Holding Company, Inc. | COMMON STOCK | 366,682 | $55.4M | 2.2% | +366,682 | New | History |
| ULSUL Solutions Inc. | CLASS A COM SHS | 530,585 | $54.0M | 2.2% | −183,356−25.7% | Reduced | History |
| CVNACarvana Co. | CL A | 813,127 | $53.5M | 2.1% | +813,127 | New | History |
| NRGNRG Energy, Inc. | Stock | 357,635 | $52.2M | 2.1% | −49,200−12.1% | Reduced | History |
| GLWCorning Inc | COM | 163,766 | $41.8M | 1.7% | +163,766 | New | History |
| PRIMPrimoris Services Corp | Stock | 415,103 | $41.1M | 1.6% | +415,103 | New | History |
| SEDGSolaredge Technologies, Inc. | COM | 672,680 | $39.3M | 1.6% | −405,998−37.6% | Reduced | History |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 6,681,859 | $39.3M | 1.6% | +1,302,198+24.2% | Added | History |
| ESEversource Energy | Stock | 507,164 | $36.7M | 1.5% | +507,164 | New | History |
| ENVXEnovix Corp | COM | 4,788,098 | $29.1M | 1.2% | +159,781+3.5% | Added | History |
| TET1 Energy Inc. | COM NEW | 2,931,918 | $27.8M | 1.1% | −2,997,667−50.6% | Reduced | History |
| WOLFWolfspeed, Inc. | COMMON STOCK | 571,267 | $27.6M | 1.1% | +571,267 | New | History |
| EIXEdison International | Stock | 358,124 | $26.7M | 1.1% | +18,455+5.4% | Added | History |
| MWHSOLV Energy, Inc. | COM SHS CL A | 749,386 | $25.5M | 1.0% | +28,088+3.9% | Added | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 831,889 | $25.0M | 1.0% | +50,910+6.5% | Added | History |
| RIGTransocean Ltd. | REGISTERED SHS | 4,652,185 | $22.7M | 0.9% | +4,652,185 | New | History |
| NXTNextpower Inc. | Stock | 178,035 | $21.2M | 0.8% | +150,848+554.9% | Added | History |
| NPKINPK International Inc. | COM SHS | 1,169,304 | $18.6M | 0.7% | +69,361+6.3% | Added | History |
| ALBAlbemarle Corp | Stock | 137,253 | $18.5M | 0.7% | −85,054−38.3% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 14,175 | $16.7M | 0.7% | −146−1.0% | Reduced | History |
| FRVOFervo Energy Co | CL A COM | 459,840 | $13.4M | 0.5% | +459,840 | New | History |
| VRTVertiv Holdings Co | COM CL A | 26,670 | $8.93M | 0.4% | −275−1.0% | Reduced | History |
| PWRQuanta Services, Inc. | COM | 9,312 | $6.71M | 0.3% | −96−1.0% | Reduced | History |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 342,633 | $4.05M | 0.2% | +342,633 | New | History |
| OPALOPAL Fuels Inc. | CLASS A COM | 1,800,000 | $3.96M | 0.2% | 00.0% | Unchanged | History |
| ARRYArray Technologies, Inc. | COM SHS | 391,887 | $2.90M | 0.1% | −4,041−1.0% | Reduced | History |
| NIONIO Inc. | ADR | 284,515 | $1.44M | 0.1% | +284,515 | New | History |
| HSAIHesai Group | SPONSORED ADS | 60,050 | $1.09M | <0.1% | −620−1.0% | Reduced | History |
| WRDWeRide Inc. | ADR | 132,500 | $771.1K | <0.1% | −1,367−1.0% | Reduced | History |
| PONYPony AI Inc. | SPONSORED ADS | 49,853 | $346.5K | <0.1% | −514−1.0% | Reduced | History |
| EHEHang Holdings Ltd | ADS | 33,825 | $221.6K | <0.1% | −349−1.0% | Reduced | History |
| SESCWSES AI Corp | *W EXP 12/10/202 | 239,752 | $7.95K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (8)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| DOWDow Inc. | Stock | 1,917,631 | $79.9M | 3.8% | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,240,257 | $56.9M | 2.7% | – |
| FDXFedEx Corp | Stock | 159,165 | $56.7M | 2.7% | History |
| AESAES Corp | Stock | 1,598,292 | $22.5M | 1.1% | History |
| BABoeing Co | Stock | 93,653 | $18.6M | 0.9% | History |
| ENPHEnphase Energy, Inc. | Stock | 488,852 | $18.5M | 0.9% | History |
| FPSForgent Power Solutions, Inc. | COM SHS CL A | 528,663 | $15.5M | 0.7% | History |
| FTCIFTC Solar, Inc. | COM NEW | 90,201 | $341.0K | <0.1% | History |