Electron Capital Partners, LLC
CIK: 1586986
Holdings (46)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- FLEX
FLEX LTD
$280.01M
1.73M sh11.18%+116.3% - MTZ
MASTEC INC
$258.04M
620,190 sh10.30%-13.0% - XEL
XCEL ENERGY INC
$202.53M
2.52M sh8.09%+31.4% - NEE
NEXTERA ENERGY INC
$169.65M
1.93M sh6.77%-5.3% - ETR
ENTERGY CORP NEW
$153.99M
1.34M sh6.15%+6.0% - COHR
COHERENT CORP
$109.3M
277,072 sh4.36%-38.7% - FE
FIRSTENERGY CORP
$97.31M
2.05M sh3.88%-31.6% - JCI
JOHNSON CONTROLS INTERNATION
$90.93M
622,330 sh3.63%+34.1% - WMB
WILLIAMS COS INC
$85.84M
1.15M sh3.43%+6.0% - CEG
CONSTELLATION ENERGY CORP
$71.07M
286,137 sh2.84%+28.5% - CGNX
COGNEX CORP
$70.09M
967,843 sh2.80%+8.9% - KEYS
KEYSIGHT TECHNOLOGIES INC
$69.99M
199,931 sh2.79%+21.1% - CHRW
C H ROBINSON WORLDWIDE IN
$67.63M
359,077 sh2.70%+5.2% - PCG
PG&E CORP
$61.89M
3.68M sh2.47%+5.7% - FDXF
FEDEX FGHT HLDG CO INC
$55.37M
366,682 sh2.21%New - ULS
UL SOLUTIONS INC
$54.05M
530,585 sh2.16%-25.7% - CVNA
CARVANA CO
$53.52M
813,127 sh2.14%New - NRG
NRG ENERGY INC
$52.24M
357,635 sh2.09%-12.1% - GLW
CORNING INC
$41.83M
163,766 sh1.67%New - PRIM
PRIMORIS SVCS CORP
$41.15M
415,103 sh1.64%New - SEDG
SOLAREDGE TECHNOLOGIES INC
$39.31M
672,680 sh1.57%-37.6% - EOSE
EOS ENERGY ENTERPRISES INC
$39.29M
6.68M sh1.57%+24.2% - ES
EVERSOURCE ENERGY
$36.65M
507,164 sh1.46%New - ENVX
ENOVIX CORPORATION
$29.06M
4.79M sh1.16%+3.5% - TE
T1 ENERGY INC
$27.79M
2.93M sh1.11%-50.5% - WOLF2
WOLFSPEED INC
$27.56M
571,267 sh1.10%New - EIX
EDISON INTL
$26.66M
358,124 sh1.06%+5.4% - MWH
SOLV ENERGY INC
$25.52M
749,386 sh1.02%+3.9% - GDS
GDS HLDGS LTD
$24.98M
831,889 sh1.00%+6.5% - RIG
TRANSOCEAN LTD
$22.75M
4.65M sh0.91%New - NXT
NEXTPOWER INC
$21.21M
178,035 sh0.85%+554.9% - NPKI
NPK INTERNATIONAL INC
$18.6M
1.17M sh0.74%+6.3% - ALB
ALBEMARLE CORP
$18.53M
137,253 sh0.74%-38.3% - GEV
GE VERNOVA INC
$16.65M
14,175 sh0.66%-1.0% - FRVO
FERVO ENERGY CO
$13.44M
459,840 sh0.54%New - VRT
VERTIV HOLDINGS CO
$8.93M
26,670 sh0.36%-1.0% - PWR
QUANTA SVCS INC
$6.71M
9,312 sh0.27%-1.0% - XIFR
XPLR INFRASTRUCTURE LP
$4.05M
342,633 sh0.16%New - OPAL
OPAL FUELS INC
$3.96M
1.80M sh0.16%+0.0% - ARRY
ARRAY TECHNOLOGIES INC
$2.9M
391,887 sh0.12%-1.0% - NIO
NIO INC
$1.44M
284,515 sh0.06%New - HSAI
HESAI GROUP
$1.09M
60,050 sh0.04%-1.0% - WRD
WERIDE INC
$771K
132,500 sh0.03%-1.0% - PONY
PONY AI INC
$346K
49,853 sh0.01%-1.0% - EH
EHANG HLDGS LTD
$222K
33,825 sh0.01%-1.0% - SES.WS
SES AI CORPORATION
$8K
239,752 sh0.00%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 FLEX FLEX LTD | 1.73M | $280.01M | +116.3% | 11.18% | Q2 2026 |
 MTZ MASTEC INC | 620,190 | $258.04M | -13.0% | 10.30% | Q2 2026 |
 XEL XCEL ENERGY INC | 2.52M | $202.53M | +31.4% | 8.09% | Q2 2026 |
 NEE NEXTERA ENERGY INC | 1.93M | $169.65M | -5.3% | 6.77% | Q2 2026 |
 ETR ENTERGY CORP NEW | 1.34M | $153.99M | +6.0% | 6.15% | Q2 2026 |
 COHR COHERENT CORP | 277,072 | $109.3M | -38.7% | 4.36% | Q2 2026 |
 FE FIRSTENERGY CORP | 2.05M | $97.31M | -31.6% | 3.88% | Q2 2026 |
 JCI JOHNSON CONTROLS INTERNATION | 622,330 | $90.93M | +34.1% | 3.63% | Q2 2026 |
 WMB WILLIAMS COS INC | 1.15M | $85.84M | +6.0% | 3.43% | Q2 2026 |
 CEG CONSTELLATION ENERGY CORP | 286,137 | $71.07M | +28.5% | 2.84% | Q2 2026 |
 CGNX COGNEX CORP | 967,843 | $70.09M | +8.9% | 2.80% | Q2 2026 |
 KEYS KEYSIGHT TECHNOLOGIES INC | 199,931 | $69.99M | +21.1% | 2.79% | Q2 2026 |
 CHRW C H ROBINSON WORLDWIDE IN | 359,077 | $67.63M | +5.2% | 2.70% | Q2 2026 |
 PCG PG&E CORP | 3.68M | $61.89M | +5.7% | 2.47% | Q2 2026 |
 FDXF FEDEX FGHT HLDG CO INC | 366,682 | $55.37M | New | 2.21% | Q2 2026 |
 ULS UL SOLUTIONS INC | 530,585 | $54.05M | -25.7% | 2.16% | Q2 2026 |
 CVNA CARVANA CO | 813,127 | $53.52M | New | 2.14% | Q2 2026 |
 NRG NRG ENERGY INC | 357,635 | $52.24M | -12.1% | 2.09% | Q2 2026 |
 GLW CORNING INC | 163,766 | $41.83M | New | 1.67% | Q2 2026 |
 PRIM PRIMORIS SVCS CORP | 415,103 | $41.15M | New | 1.64% | Q2 2026 |
 SEDG SOLAREDGE TECHNOLOGIES INC | 672,680 | $39.31M | -37.6% | 1.57% | Q2 2026 |
 EOSE EOS ENERGY ENTERPRISES INC | 6.68M | $39.29M | +24.2% | 1.57% | Q2 2026 |
 ES EVERSOURCE ENERGY | 507,164 | $36.65M | New | 1.46% | Q2 2026 |
 ENVX ENOVIX CORPORATION | 4.79M | $29.06M | +3.5% | 1.16% | Q2 2026 |
 TE T1 ENERGY INC | 2.93M | $27.79M | -50.5% | 1.11% | Q2 2026 |
 WOLF2 WOLFSPEED INC | 571,267 | $27.56M | New | 1.10% | Q2 2026 |
 EIX EDISON INTL | 358,124 | $26.66M | +5.4% | 1.06% | Q2 2026 |
 MWH SOLV ENERGY INC | 749,386 | $25.52M | +3.9% | 1.02% | Q2 2026 |
 GDS GDS HLDGS LTD | 831,889 | $24.98M | +6.5% | 1.00% | Q2 2026 |
 RIG TRANSOCEAN LTD | 4.65M | $22.75M | New | 0.91% | Q2 2026 |
 NXT NEXTPOWER INC | 178,035 | $21.21M | +554.9% | 0.85% | Q2 2026 |
 NPKI NPK INTERNATIONAL INC | 1.17M | $18.6M | +6.3% | 0.74% | Q2 2026 |
 ALB ALBEMARLE CORP | 137,253 | $18.53M | -38.3% | 0.74% | Q2 2026 |
 GEV GE VERNOVA INC | 14,175 | $16.65M | -1.0% | 0.66% | Q2 2026 |
 FRVO FERVO ENERGY CO | 459,840 | $13.44M | New | 0.54% | Q2 2026 |
 VRT VERTIV HOLDINGS CO | 26,670 | $8.93M | -1.0% | 0.36% | Q2 2026 |
 PWR QUANTA SVCS INC | 9,312 | $6.71M | -1.0% | 0.27% | Q2 2026 |
 XIFR XPLR INFRASTRUCTURE LP | 342,633 | $4.05M | New | 0.16% | Q2 2026 |
 OPAL OPAL FUELS INC | 1.80M | $3.96M | +0.0% | 0.16% | Q2 2026 |
 ARRY ARRAY TECHNOLOGIES INC | 391,887 | $2.9M | -1.0% | 0.12% | Q2 2026 |
 NIO NIO INC | 284,515 | $1.44M | New | 0.06% | Q2 2026 |
 HSAI HESAI GROUP | 60,050 | $1.09M | -1.0% | 0.04% | Q2 2026 |
 WRD WERIDE INC | 132,500 | $771K | -1.0% | 0.03% | Q2 2026 |
 PONY PONY AI INC | 49,853 | $346K | -1.0% | 0.01% | Q2 2026 |
 EH EHANG HLDGS LTD | 33,825 | $222K | -1.0% | 0.01% | Q2 2026 |
 SES.WS SES AI CORPORATION | 239,752 | $8K | +0.0% | 0.00% | Q2 2026 |
1-46 of 46 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Electron Capital Partners, LLC
Electron Capital Partners, LLC is a Mutual Fund that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1586986). Signal8 holds 21 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 46 securities, not counting options, up from 44 in Q1 2026.
Its five largest reported positions, in order, are FLEX LTD (FLEX), MASTEC INC (MTZ), XCEL ENERGY INC (XEL), NEXTERA ENERGY INC (NEE) and ENTERGY CORP NEW (ETR). The next five are COHERENT CORP (COHR), FIRSTENERGY CORP (FE), JOHNSON CONTROLS INTERNATION (JCI), WILLIAMS COS INC (WMB) and CONSTELLATION ENERGY CORP (CEG).
Recent 13F filings by Electron Capital Partners, LLC
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 46 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 44 securities.
- Q4 2025: 13F-HR/A filed Feb 18, 2026, listing 40 securities.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 40 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 37 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 36 securities.