Electron Capital Partners, LLC
CIK 1586986 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $2.5B
- Posisi
- 46
- Per tanggal
- 30 Juni 2026
#1.319 dari 9.443 berdasarkan nilai 13F · top 14.0%
Nilai portofolio QoQ: -2.0% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 60,63%
- Bobot 25 kepemilikan teratas
- 90,17%
- Posisi di atas 1%
- 29
- Jumlah posisi efektif
- 19,3
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 23,93% Perkiraan pembelian $605.320.854 · penjualan $857.620.572
Kepemilikan median: 3,0 kuartal Dilacak Q4 2024–Q2 2026 · 52,9% masih dipegang
- Posisi baru
- 10
- Meningkat
- 17
- Menurun
- 17
- Tertutup
- 9
Di halaman ini
- Kinerja vs S&P Bagaimana portofolio 13F manajer ini berkinerja terhadap S&P 500.
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Kinerja vs S&P 500
Tahunan: +30.5% · S&P 500: +18.0%
Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.
Cakupan yang dapat dihargai: 99,8% · Opsi dikecualikan: 6,1%
Rincian sektor
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%
Lainnya/Tidak terpetakan
3,8%
Portofolio lengkap 46 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| FLEX Flex Ltd. - Ordinary Shares | $280.010.770 | 11,18% | 1.727.715 | $227.723.024 | Naik ×1 | ||
| MTZ MasTec, Inc. Common Stock | $258.036.252 | 10,30% | 620.190 | $28.631.449 | Turun ×3 | ||
| XEL Xcel Energy Inc. - Common Stock | $202.530.572 | 8,09% | 2.522.174 | $50.103.642 | Naik ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $169.650.633 | 6,77% | 1.932.900 | $-19.827.353 | Turun ×1 | ||
| ETR Entergy Corporation Common Stock | $153.986.829 | 6,15% | 1.340.648 | $11.815.473 | Naik ×1 | ||
| COHR Coherent Corp. Common Stock | $109.296.592 | 4,36% | 277.072 | $1.636.868 | Turun ×2 | ||
| FE FirstEnergy Corp. Common Stock | $97.313.239 | 3,88% | 2.046.976 | $-54.257.124 | Turun ×1 | ||
| JCI Johnson Controls International plc Ordinary Share | $90.928.636 | 3,63% | 622.330 | $30.180.800 | Naik ×1 | ||
| WMB Williams Companies, Inc. (The) Common Stock | $85.839.952 | 3,43% | 1.154.694 | $6.519.286 | Naik ×2 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $71.067.847 | 2,84% | 286.137 | $8.872.170 | Naik ×1 | ||
| CGNX Cognex Corporation - Common Stock | $70.091.190 | 2,80% | 967.843 | $26.557.991 | Naik ×2 | ||
| KEYS Keysight Technologies Inc. Common Stock | $69.989.846 | 2,79% | 199.931 | $23.391.454 | Naik ×2 | ||
| CHRW C.H. Robinson Worldwide, Inc. - Common Stock | $67.628.562 | 2,70% | 359.077 | $10.939.571 | Naik ×1 | ||
| PCG Pacific Gas & Electric Co. Common Stock | $61.887.844 | 2,47% | 3.679.420 | $719.962 | Naik ×4 | ||
| Penerbit tidak dikenal (CUSIP: 314352105) | $55.368.982 | 2,21% | 366.682 | Naik ×1 | |||
| ULS UL Solutions Inc. Class A Common Stock | $54.045.388 | 2,16% | 530.585 | $-7.146.495 | Turun ×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 | Turun ×1 | ||
| GLW Corning Incorporated Common Stock | $41.830.749 | 1,67% | 163.766 | Naik ×1 | |||
| PRIM Primoris Services Corporation Common Stock | $41.145.010 | 1,64% | 415.103 | Naik ×1 | |||
| SEDG SolarEdge Technologies, Inc. - Common Stock | $39.311.420 | 1,57% | 672.680 | $-15.755.092 | Turun ×3 | ||
| EOSE Eos Energy Enterprises, Inc. - Common Stock | $39.289.331 | 1,57% | 6.681.859 | $12.606.213 | Naik ×1 | ||
| ES Eversource Energy (D/B/A) Common Stock | $36.652.743 | 1,46% | 507.164 | Naik ×1 | |||
| ENVX Enovix Corporation - Common Stock | $29.063.755 | 1,16% | 4.788.098 | $5.089.073 | Naik ×1 | ||
| TE T1 Energy Inc. Common Stock | $27.794.582 | 1,11% | 2.931.918 | $1.763.704 | Turun ×1 | ||
| WOLF Wolfspeed, Inc. Common Stock New | $27.563.633 | 1,10% | 571.267 | Naik ×1 | |||
| EIX Edison International Common Stock | $26.662.331 | 1,06% | 358.124 | $1.805.354 | Naik ×1 | ||
| MWH SOLV Energy, Inc. - Class A common stock | $25.516.594 | 1,02% | 749.386 | $3.856.015 | Naik ×1 | ||
| GDS GDS Holdings Limited - American Depositary Shares | $24.981.627 | 1,00% | 831.889 | $-6.484.017 | Naik ×3 | ||
| RIG Transocean Ltd (Switzerland) Common Stock | $22.749.185 | 0,91% | 4.652.185 | Naik ×1 | |||
| NXT Nextpower Inc. - Class A Common Stock | $21.211.090 | 0,85% | 178.035 | $17.933.697 | Naik ×1 | ||
| NPKI NPK International Inc. Common Stock | $18.603.627 | 0,74% | 1.169.304 | $2.665.453 | Naik ×1 | ||
| ALB Albemarle Corporation Common Stock | $18.533.273 | 0,74% | 137.253 | $-21.377.502 | Turun ×1 | ||
| GEV GE Vernova Inc. Common Stock | $16.653.642 | 0,66% | 14.175 | $4.152.841 | Turun ×3 | ||
| Penerbit tidak dikenal (CUSIP: 31556C106) | $13.441.123 | 0,54% | 459.840 | Naik ×1 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $8.929.649 | 0,36% | 26.670 | $2.177.772 | Turun ×1 | ||
| PWR Quanta Services, Inc. Common Stock | $6.705.012 | 0,27% | 9.312 | $1.539.833 | Turun ×3 | ||
| XIFR XPLR Infrastructure, LP Common Units representing limited partner interests | $4.046.495 | 0,16% | 342.633 | Naik ×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 | Turun ×3 | ||
| NIO NIO Inc. American depositary shares, each representing one Class A ordinary share | $1.439.645 | 0,06% | 284.515 | Naik ×1 | |||
| HSAI Hesai Group - American Depositary Share, each ADS represents one Class B ordinary share | $1.094.111 | 0,04% | 60.050 | $-65.900 | Turun ×1 | ||
| WRD WeRide Inc. - American Depositary Shares | $771.150 | 0,03% | 132.500 | $-311.835 | Turun ×1 | ||
| PONY Pony AI Inc. - American Depositary Shares | $346.479 | 0,01% | 49.853 | $-128.984 | Turun ×1 | ||
| EH EHang Holdings Limited - ADS | $221.554 | 0,01% | 33.825 | $-110.276 | Turun ×1 | ||
| SESWS | $7.948 | 0,00% | 239.752 | $-2.181 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| Penerbit tidak dikenal (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% |
| Penerbit tidak dikenal (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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| FE | Dipangkas | -945K | -$54.3M |
| XEL | Beli lebih banyak | +603K | +$50.1M |
| JCI | Beli lebih banyak | +158K | +$30.2M |
| MTZ | Dipangkas | -93K | +$28.6M |
| CGNX | Beli lebih banyak | +79K | +$26.6M |
| KEYS | Beli lebih banyak | +35K | +$23.4M |
| ALB | Dipangkas | -85K | -$21.4M |
| NEE | Dipangkas | -107K | -$19.8M |
| SEDG | Dipangkas | -406K | -$15.8M |
| EOSE | Beli lebih banyak | +1.3M | +$12.6M |
2 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| SPY | 30 Juni 2026 | 518.000 | $336.876.120 | Tidak lagi dilacak |
| MMM | 31 Maret 2026 | 801.662 | $128.346.086 | 26,2% |
| SPY | 30 Juni 2025 | 229.000 | $128.100.310 | Tidak lagi dilacak |
| PPL | 31 Des. 2025 | 2.235.659 | $83.077.088 | 2,3% |
| DOW | 30 Juni 2026 | 1.917.631 | $79.869.332 | 16,8% |
| TLT | 30 Juni 2025 | 857.600 | $78.067.328 | |
| EXC | 31 Maret 2026 | 1.645.168 | $71.712.873 | -6,4% |
| XLU | 30 Juni 2026 | 1.240.257 | $56.915.394 | Tidak lagi dilacak |
| FDX | 30 Juni 2026 | 159.165 | $56.691.390 | 7,8% |
| UAL | 31 Maret 2025 | 555.075 | $53.897.783 | 71,2% |
| CARR | 31 Maret 2025 | 736.019 | $50.240.657 | -2,9% |
| UAL | 31 Maret 2026 | 391.337 | $43.759.303 | 28,4% |
| CAT | 31 Maret 2026 | 74.761 | $42.828.334 | 14,3% |
| ZBRA | 31 Des. 2025 | 140.701 | $41.810.709 | 52,7% |
| CVNA | 31 Maret 2026 | 90.864 | $38.346.425 | -78,6% |
| APD | 31 Des. 2025 | 139.324 | $37.996.441 | 23,4% |
| BWA | 31 Des. 2025 | 723.835 | $31.819.787 | 49,6% |
| NRG | 30 Sep. 2025 | 188.016 | $30.191.609 | -28,0% |
| EMN | 31 Maret 2025 | 306.286 | $27.970.038 | -15,0% |
| LI | 30 Juni 2025 | 978.500 | $24.658.200 | -53,6% |
| CE | 31 Des. 2025 | 564.662 | $23.760.977 | 9,5% |
| AES | 30 Juni 2026 | 1.598.292 | $22.519.934 | 0,6% |
| GM | 30 Juni 2025 | 430.364 | $20.240.019 | 73,8% |
| BA | 30 Juni 2026 | 93.653 | $18.639.757 | 2,4% |
| ENPH | 30 Juni 2026 | 488.852 | $18.483.495 | -22,7% |
| MBLY | 31 Des. 2025 | 1.278.362 | $18.050.472 | -14,6% |
| FPS | 30 Juni 2026 | 528.663 | $15.473.966 | -38,0% |
| SGML | 31 Maret 2026 | 1.112.845 | $14.678.426 | -13,1% |
| TSLA | 31 Maret 2025 | 34.091 | $13.767.309 | 30,5% |
| X | 31 Maret 2025 | 363.714 | $12.362.639 | Tidak lagi dilacak |
| HTZ | 30 Sep. 2025 | 1.804.433 | $12.324.277 | -69,6% |
| NOVAQ | 31 Maret 2025 | 3.447.218 | $11.823.957 | Tidak lagi dilacak |
| PLUG | 31 Des. 2025 | 4.576.398 | $10.663.008 | 9,4% |
| ENPH | 31 Maret 2025 | 102.600 | $7.046.568 | -38,7% |
| CANG | 30 Sep. 2025 | 1.345.741 | $6.526.844 | -20,8% |
| FLNC | 30 Juni 2025 | 566.709 | $2.748.539 | 74,4% |
| SHLS | 31 Maret 2026 | 301.216 | $2.560.336 | 15,8% |
| EMR | 31 Maret 2025 | 14.892 | $1.845.565 | 44,8% |
| ETN | 31 Maret 2025 | 5.525 | $1.833.582 | 53,9% |
| HRI | 30 Sep. 2025 | 12.028 | $1.583.968 | 43,9% |
| RUN | 30 Juni 2025 | 72.775 | $426.462 | 18,6% |
| FTCI | 30 Juni 2026 | 90.201 | $340.960 | -56,5% |
| FSLR | 31 Maret 2025 | 1.381 | $243.388 | 74,0% |
| STEMXXXX | 30 Juni 2025 | 163.390 | $57.235 | Tidak lagi dilacak |
| WBXWF | 30 Juni 2025 | 24.557 | $822 | Tidak lagi dilacak |