Electron Capital Partners, LLC
CIK 1586986 · View on SEC EDGAR ↗
- Portfolio value
- $2.5B
- Positions
- 46
- As of
- June 30, 2026
#1,319 of 9,443 by 13F value · top 14.0%
Portfolio value QoQ: -2.0% 13F does not disclose cash
- Top 10 holdings weight
- 60.63%
- Top 25 holdings weight
- 90.17%
- Positions above 1%
- 29
- Effective number of positions
- 19.3
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 23.93% Est. buys $605,320,854 · sells $857,620,572
Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 52.9% still held
- New positions
- 10
- Increased
- 17
- Decreased
- 17
- Closed
- 9
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +30.5% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 99.8% · Options excluded: 6.1%
Sector breakdown
Industrials
47.4%
Utilities
35.0%
Energy
4.5%
Technology
3.7%
Logistics & Transportation
2.7%
Retail
2.1%
Materials
0.7%
Consumer Discretionary
0.1%
Other/Unmapped
3.8%
Full portfolio 46 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| FLEX Flex Ltd. - Ordinary Shares | $280,010,770 | 11.18% | 1,727,715 | $227,723,024 | Up ×1 | ||
| MTZ MasTec, Inc. Common Stock | $258,036,252 | 10.30% | 620,190 | $28,631,449 | Down ×3 | ||
| XEL Xcel Energy Inc. - Common Stock | $202,530,572 | 8.09% | 2,522,174 | $50,103,642 | Up ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $169,650,633 | 6.77% | 1,932,900 | $-19,827,353 | Down ×1 | ||
| ETR Entergy Corporation Common Stock | $153,986,829 | 6.15% | 1,340,648 | $11,815,473 | Up ×1 | ||
| COHR Coherent Corp. Common Stock | $109,296,592 | 4.36% | 277,072 | $1,636,868 | Down ×2 | ||
| FE FirstEnergy Corp. Common Stock | $97,313,239 | 3.88% | 2,046,976 | $-54,257,124 | Down ×1 | ||
| JCI Johnson Controls International plc Ordinary Share | $90,928,636 | 3.63% | 622,330 | $30,180,800 | Up ×1 | ||
| WMB Williams Companies, Inc. (The) Common Stock | $85,839,952 | 3.43% | 1,154,694 | $6,519,286 | Up ×2 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $71,067,847 | 2.84% | 286,137 | $8,872,170 | Up ×1 | ||
| CGNX Cognex Corporation - Common Stock | $70,091,190 | 2.80% | 967,843 | $26,557,991 | Up ×2 | ||
| KEYS Keysight Technologies Inc. Common Stock | $69,989,846 | 2.79% | 199,931 | $23,391,454 | Up ×2 | ||
| CHRW C.H. Robinson Worldwide, Inc. - Common Stock | $67,628,562 | 2.70% | 359,077 | $10,939,571 | Up ×1 | ||
| PCG Pacific Gas & Electric Co. Common Stock | $61,887,844 | 2.47% | 3,679,420 | $719,962 | Up ×4 | ||
| Unknown issuer (CUSIP: 314352105) | $55,368,982 | 2.21% | 366,682 | Up ×1 | |||
| ULS UL Solutions Inc. Class A Common Stock | $54,045,388 | 2.16% | 530,585 | $-7,146,495 | Down ×2 | ||
| CVNA Carvana Co. Class A Common Stock | $53,520,019 | 2.14% | 813,127 | ||||
| NRG NRG Energy, Inc. Common Stock | $52,236,168 | 2.09% | 357,635 | $-7,218,699 | Down ×1 | ||
| GLW Corning Incorporated Common Stock | $41,830,749 | 1.67% | 163,766 | Up ×1 | |||
| PRIM Primoris Services Corporation Common Stock | $41,145,010 | 1.64% | 415,103 | Up ×1 | |||
| SEDG SolarEdge Technologies, Inc. - Common Stock | $39,311,420 | 1.57% | 672,680 | $-15,755,092 | Down ×3 | ||
| EOSE Eos Energy Enterprises, Inc. - Common Stock | $39,289,331 | 1.57% | 6,681,859 | $12,606,213 | Up ×1 | ||
| ES Eversource Energy (D/B/A) Common Stock | $36,652,743 | 1.46% | 507,164 | Up ×1 | |||
| ENVX Enovix Corporation - Common Stock | $29,063,755 | 1.16% | 4,788,098 | $5,089,073 | Up ×1 | ||
| TE T1 Energy Inc. Common Stock | $27,794,582 | 1.11% | 2,931,918 | $1,763,704 | Down ×1 | ||
| WOLF Wolfspeed, Inc. Common Stock New | $27,563,633 | 1.10% | 571,267 | Up ×1 | |||
| EIX Edison International Common Stock | $26,662,331 | 1.06% | 358,124 | $1,805,354 | Up ×1 | ||
| MWH SOLV Energy, Inc. - Class A common stock | $25,516,594 | 1.02% | 749,386 | $3,856,015 | Up ×1 | ||
| GDS GDS Holdings Limited - American Depositary Shares | $24,981,627 | 1.00% | 831,889 | $-6,484,017 | Up ×3 | ||
| RIG Transocean Ltd (Switzerland) Common Stock | $22,749,185 | 0.91% | 4,652,185 | Up ×1 | |||
| NXT Nextpower Inc. - Class A Common Stock | $21,211,090 | 0.85% | 178,035 | $17,933,697 | Up ×1 | ||
| NPKI NPK International Inc. Common Stock | $18,603,627 | 0.74% | 1,169,304 | $2,665,453 | Up ×1 | ||
| ALB Albemarle Corporation Common Stock | $18,533,273 | 0.74% | 137,253 | $-21,377,502 | Down ×1 | ||
| GEV GE Vernova Inc. Common Stock | $16,653,642 | 0.66% | 14,175 | $4,152,841 | Down ×3 | ||
| Unknown issuer (CUSIP: 31556C106) | $13,441,123 | 0.54% | 459,840 | Up ×1 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $8,929,649 | 0.36% | 26,670 | $2,177,772 | Down ×1 | ||
| PWR Quanta Services, Inc. Common Stock | $6,705,012 | 0.27% | 9,312 | $1,539,833 | Down ×3 | ||
| XIFR XPLR Infrastructure, LP Common Units representing limited partner interests | $4,046,495 | 0.16% | 342,633 | Up ×1 | |||
| OPAL OPAL Fuels Inc. - Class A Common Stock | $3,960,000 | 0.16% | 1,800,000 | $-576,000 | |||
| ARRY Array Technologies, Inc. - Common Stock | $2,903,883 | 0.12% | 391,887 | $41,322 | Down ×3 | ||
| NIO NIO Inc. American depositary shares, each representing one Class A ordinary share | $1,439,645 | 0.06% | 284,515 | Up ×1 | |||
| HSAI Hesai Group - American Depositary Share, each ADS represents one Class B ordinary share | $1,094,111 | 0.04% | 60,050 | $-65,900 | Down ×1 | ||
| WRD WeRide Inc. - American Depositary Shares | $771,150 | 0.03% | 132,500 | $-311,835 | Down ×1 | ||
| PONY Pony AI Inc. - American Depositary Shares | $346,479 | 0.01% | 49,853 | $-128,984 | Down ×1 | ||
| EH EHang Holdings Limited - ADS | $221,554 | 0.01% | 33,825 | $-110,276 | Down ×1 | ||
| SESWS | $7,948 | 0.00% | 239,752 | $-2,181 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: 314352105) | $55,368,982 | 366,682 | 2.21% |
| CVNA | $53,520,019 | 813,127 | 2.14% |
| GLW | $41,830,749 | 163,766 | 1.67% |
| PRIM | $41,145,010 | 415,103 | 1.64% |
| ES | $36,652,743 | 507,164 | 1.46% |
| WOLF | $27,563,633 | 571,267 | 1.10% |
| RIG | $22,749,185 | 4,652,185 | 0.91% |
| Unknown issuer (CUSIP: 31556C106) | $13,441,123 | 459,840 | 0.54% |
| XIFR | $4,046,495 | 342,633 | 0.16% |
| NIO | $1,439,645 | 284,515 | 0.06% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| FE | Trimmed | -945K | -$54.3M |
| XEL | Bought more | +603K | +$50.1M |
| JCI | Bought more | +158K | +$30.2M |
| MTZ | Trimmed | -93K | +$28.6M |
| CGNX | Bought more | +79K | +$26.6M |
| KEYS | Bought more | +35K | +$23.4M |
| ALB | Trimmed | -85K | -$21.4M |
| NEE | Trimmed | -107K | -$19.8M |
| SEDG | Trimmed | -406K | -$15.8M |
| EOSE | Bought more | +1.3M | +$12.6M |
2 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| SPY | June 30, 2026 | 518,000 | $336,876,120 | No longer tracked |
| MMM | March 31, 2026 | 801,662 | $128,346,086 | 24.2% |
| SPY | June 30, 2025 | 229,000 | $128,100,310 | No longer tracked |
| PPL | Dec. 31, 2025 | 2,235,659 | $83,077,088 | 1.7% |
| DOW | June 30, 2026 | 1,917,631 | $79,869,332 | 19.5% |
| TLT | June 30, 2025 | 857,600 | $78,067,328 | |
| EXC | March 31, 2026 | 1,645,168 | $71,712,873 | -6.9% |
| XLU | June 30, 2026 | 1,240,257 | $56,915,394 | No longer tracked |
| FDX | June 30, 2026 | 159,165 | $56,691,390 | 4.0% |
| UAL | March 31, 2025 | 555,075 | $53,897,783 | 64.1% |
| CARR | March 31, 2025 | 736,019 | $50,240,657 | -4.4% |
| UAL | March 31, 2026 | 391,337 | $43,759,303 | 23.1% |
| CAT | March 31, 2026 | 74,761 | $42,828,334 | 14.1% |
| ZBRA | Dec. 31, 2025 | 140,701 | $41,810,709 | 45.0% |
| CVNA | March 31, 2026 | 90,864 | $38,346,425 | -77.7% |
| APD | Dec. 31, 2025 | 139,324 | $37,996,441 | 24.8% |
| BWA | Dec. 31, 2025 | 723,835 | $31,819,787 | 46.0% |
| NRG | Sept. 30, 2025 | 188,016 | $30,191,609 | -26.0% |
| EMN | March 31, 2025 | 306,286 | $27,970,038 | -15.0% |
| LI | June 30, 2025 | 978,500 | $24,658,200 | -52.9% |
| CE | Dec. 31, 2025 | 564,662 | $23,760,977 | 10.1% |
| AES | June 30, 2026 | 1,598,292 | $22,519,934 | 0.4% |
| GM | June 30, 2025 | 430,364 | $20,240,019 | 71.1% |
| BA | June 30, 2026 | 93,653 | $18,639,757 | 1.3% |
| ENPH | June 30, 2026 | 488,852 | $18,483,495 | -22.1% |
| MBLY | Dec. 31, 2025 | 1,278,362 | $18,050,472 | -12.0% |
| FPS | June 30, 2026 | 528,663 | $15,473,966 | -39.7% |
| SGML | March 31, 2026 | 1,112,845 | $14,678,426 | -12.7% |
| TSLA | March 31, 2025 | 34,091 | $13,767,309 | 33.2% |
| X | March 31, 2025 | 363,714 | $12,362,639 | No longer tracked |
| HTZ | Sept. 30, 2025 | 1,804,433 | $12,324,277 | -68.8% |
| NOVAQ | March 31, 2025 | 3,447,218 | $11,823,957 | No longer tracked |
| PLUG | Dec. 31, 2025 | 4,576,398 | $10,663,008 | 14.2% |
| ENPH | March 31, 2025 | 102,600 | $7,046,568 | -38.2% |
| CANG | Sept. 30, 2025 | 1,345,741 | $6,526,844 | -23.1% |
| FLNC | June 30, 2025 | 566,709 | $2,748,539 | 72.6% |
| SHLS | March 31, 2026 | 301,216 | $2,560,336 | 17.9% |
| EMR | March 31, 2025 | 14,892 | $1,845,565 | 41.7% |
| ETN | March 31, 2025 | 5,525 | $1,833,582 | 53.3% |
| HRI | Sept. 30, 2025 | 12,028 | $1,583,968 | 42.4% |
| RUN | June 30, 2025 | 72,775 | $426,462 | 17.4% |
| FTCI | June 30, 2026 | 90,201 | $340,960 | -57.1% |
| FSLR | March 31, 2025 | 1,381 | $243,388 | 74.4% |
| STEMXXXX | June 30, 2025 | 163,390 | $57,235 | No longer tracked |
| WBXWF | June 30, 2025 | 24,557 | $822 | No longer tracked |