Electron Capital Partners, LLC
- SEC CIK
- 0001586986
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 46
- 較 2026 年第 1 季 +2
- 總值
- $25.0 億
- 較 2026 年第 1 季 +$3.76 億 (+17.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FLEXFlex Ltd. | Stock | 1,727,715 | $2.80 億 | 11.2% | +928,941+116.3% | 加碼 | 歷史 |
| MTZMastec Inc | COM | 620,190 | $2.58 億 | 10.3% | −92,823−13.0% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 2,522,174 | $2.03 億 | 8.1% | +603,406+31.4% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 1,932,900 | $1.70 億 | 6.8% | −107,130−5.3% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 1,340,648 | $1.54 億 | 6.1% | +75,328+6.0% | 加碼 | 歷史 |
| COHRCoherent Corp. | COM | 277,072 | $1.09 億 | 4.4% | −174,881−38.7% | 減碼 | 歷史 |
| FEFirstenergy Corp | COM | 2,046,976 | $9,731 萬 | 3.9% | −944,938−31.6% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 622,330 | $9,093 萬 | 3.6% | +158,429+34.2% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 1,154,694 | $8,584 萬 | 3.4% | +64,825+5.9% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 286,137 | $7,107 萬 | 2.8% | +63,413+28.5% | 加碼 | 歷史 |
| CGNXCognex Corp | COM | 967,843 | $7,009 萬 | 2.8% | +79,229+8.9% | 加碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 199,931 | $6,999 萬 | 2.8% | +34,905+21.2% | 加碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 359,077 | $6,763 萬 | 2.7% | +17,721+5.2% | 加碼 | 歷史 |
| PCGPG&E Corp | Stock | 3,679,420 | $6,189 萬 | 2.5% | +198,038+5.7% | 加碼 | 歷史 |
| FDXFFedEx Freight Holding Company, Inc. | COMMON STOCK | 366,682 | $5,537 萬 | 2.2% | +366,682 | 新進 | 歷史 |
| ULSUL Solutions Inc. | CLASS A COM SHS | 530,585 | $5,405 萬 | 2.2% | −183,356−25.7% | 減碼 | 歷史 |
| CVNACarvana Co. | CL A | 813,127 | $5,352 萬 | 2.1% | +813,127 | 新進 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 357,635 | $5,224 萬 | 2.1% | −49,200−12.1% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 163,766 | $4,183 萬 | 1.7% | +163,766 | 新進 | 歷史 |
| PRIMPrimoris Services Corp | Stock | 415,103 | $4,115 萬 | 1.6% | +415,103 | 新進 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 672,680 | $3,931 萬 | 1.6% | −405,998−37.6% | 減碼 | 歷史 |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 6,681,859 | $3,929 萬 | 1.6% | +1,302,198+24.2% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 507,164 | $3,665 萬 | 1.5% | +507,164 | 新進 | 歷史 |
| ENVXEnovix Corp | COM | 4,788,098 | $2,906 萬 | 1.2% | +159,781+3.5% | 加碼 | 歷史 |
| TET1 Energy Inc. | COM NEW | 2,931,918 | $2,779 萬 | 1.1% | −2,997,667−50.6% | 減碼 | 歷史 |
| WOLFWolfspeed, Inc. | COMMON STOCK | 571,267 | $2,756 萬 | 1.1% | +571,267 | 新進 | 歷史 |
| EIXEdison International | Stock | 358,124 | $2,666 萬 | 1.1% | +18,455+5.4% | 加碼 | 歷史 |
| MWHSOLV Energy, Inc. | COM SHS CL A | 749,386 | $2,552 萬 | 1.0% | +28,088+3.9% | 加碼 | 歷史 |
| GDSGDS Holdings Ltd | SPONSORED ADS | 831,889 | $2,498 萬 | 1.0% | +50,910+6.5% | 加碼 | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 4,652,185 | $2,275 萬 | 0.9% | +4,652,185 | 新進 | 歷史 |
| NXTNextpower Inc. | Stock | 178,035 | $2,121 萬 | 0.8% | +150,848+554.9% | 加碼 | 歷史 |
| NPKINPK International Inc. | COM SHS | 1,169,304 | $1,860 萬 | 0.7% | +69,361+6.3% | 加碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 137,253 | $1,853 萬 | 0.7% | −85,054−38.3% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 14,175 | $1,665 萬 | 0.7% | −146−1.0% | 減碼 | 歷史 |
| FRVOFervo Energy Co | CL A COM | 459,840 | $1,344 萬 | 0.5% | +459,840 | 新進 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 26,670 | $893.0 萬 | 0.4% | −275−1.0% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 9,312 | $670.5 萬 | 0.3% | −96−1.0% | 減碼 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 342,633 | $404.6 萬 | 0.2% | +342,633 | 新進 | 歷史 |
| OPALOPAL Fuels Inc. | CLASS A COM | 1,800,000 | $396.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 391,887 | $290.4 萬 | 0.1% | −4,041−1.0% | 減碼 | 歷史 |
| NIONIO Inc. | ADR | 284,515 | $144.0 萬 | 0.1% | +284,515 | 新進 | 歷史 |
| HSAIHesai Group | SPONSORED ADS | 60,050 | $109.4 萬 | <0.1% | −620−1.0% | 減碼 | 歷史 |
| WRDWeRide Inc. | ADR | 132,500 | $77.1 萬 | <0.1% | −1,367−1.0% | 減碼 | 歷史 |
| PONYPony AI Inc. | SPONSORED ADS | 49,853 | $34.6 萬 | <0.1% | −514−1.0% | 減碼 | 歷史 |
| EHEHang Holdings Ltd | ADS | 33,825 | $22.2 萬 | <0.1% | −349−1.0% | 減碼 | 歷史 |
| SESCWSES AI Corp | *W EXP 12/10/202 | 239,752 | $7,948 | <0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（8 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DOWDow Inc. | Stock | 1,917,631 | $7,987 萬 | 3.8% | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,240,257 | $5,692 萬 | 2.7% | – |
| FDXFedEx Corp | Stock | 159,165 | $5,669 萬 | 2.7% | 歷史 |
| AESAES Corp | Stock | 1,598,292 | $2,252 萬 | 1.1% | 歷史 |
| BABoeing Co | Stock | 93,653 | $1,864 萬 | 0.9% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 488,852 | $1,848 萬 | 0.9% | 歷史 |
| FPSForgent Power Solutions, Inc. | COM SHS CL A | 528,663 | $1,547 萬 | 0.7% | 歷史 |
| FTCIFTC Solar, Inc. | COM NEW | 90,201 | $34.1 萬 | <0.1% | 歷史 |