Electron Capital Partners, LLC
Electron Capital Partners, LLC reported 46 holdings worth US$2.5B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Electron Capital Partners, LLC reported 46 holdings worth US$2.5B as of Jun 30, 2026. Largest: Mastec, Inc., Xcel Energy Inc. and Nextera Energy, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 46
- Value as reported
- US$2.5B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Mastec, Inc. | 620K | US$258M | 10.3% |
| Xcel Energy Inc. | 2.52M | US$203M | 8.1% |
| Nextera Energy, Inc. | 1.93M | US$170M | 6.8% |
| Entergy Corporation | 1.34M | US$154M | 6.1% |
| Coherent Corp. | 277K | US$109M | 4.4% |
| Firstenergy Corp. | 2.05M | US$97.3M | 3.9% |
| Williams Companies, Inc. (the) | 1.15M | US$85.8M | 3.4% |
| Constellation Energy Corporation | 286K | US$71.1M | 2.8% |
| Cognex Corporation | 968K | US$70.1M | 2.8% |
| Keysight Technologies Inc. | 200K | US$70M | 2.8% |
| C.h. Robinson Worldwide, Inc. | 359K | US$67.6M | 2.7% |
| Pacific Gas & Electric Co. | 3.68M | US$61.9M | 2.5% |
| Ul Solutions Inc. | 531K | US$54M | 2.2% |
| Carvana Co. | 813K | US$53.5M | 2.1% |
| Nrg Energy, Inc. | 358K | US$52.2M | 2.1% |
| Corning Incorporated | 164K | US$41.8M | 1.7% |
| Primoris Services Corporation | 415K | US$41.1M | 1.6% |
| Solaredge Technologies, Inc. | 673K | US$39.3M | 1.6% |
| Eos Energy Enterprises, Inc. | 6.68M | US$39.3M | 1.6% |
| Eversource Energy (d/b/a) | 507K | US$36.7M | 1.5% |
| Enovix Corporation | 4.79M | US$29.1M | 1.2% |
| T1 Energy Inc. | 2.93M | US$27.8M | 1.1% |
| Wolfspeed, Inc. | 571K | US$27.6M | 1.1% |
| Edison International | 358K | US$26.7M | 1.1% |
| Solv Energy, Inc. | 749K | US$25.5M | 1.0% |
| Gds Holdings Ltd. | 832K | US$25M | 1.00% |
| Nextpower Inc. | 178K | US$21.2M | 0.85% |
| Npk International Inc. | 1.17M | US$18.6M | 0.74% |
| Albemarle Corporation | 137K | US$18.5M | 0.74% |
| Ge Vernova Inc. | 14,175 | US$16.7M | 0.66% |
| Fervo Energy Company | 460K | US$13.4M | 0.54% |
| Vertiv Holdings, Llc | 26,670 | US$8.93M | 0.36% |
| Quanta Services, Inc. | 9,312 | US$6.71M | 0.27% |
| Xplr Infrastructure, Lp | 343K | US$4.05M | 0.16% |
| Opal Fuels Inc. | 1.8M | US$3.96M | 0.16% |
| Array Technologies, Inc. | 392K | US$2.9M | 0.12% |
| Hesai Group Class B | 60,050 | US$1.09M | 0.04% |
| Weride Inc. Class A | 133K | US$771K | 0.03% |
| Pony Ai Inc. Class A | 49,853 | US$346K | 0.01% |
| The Aes Corporation | 0 | US$0 | 0.00% |
| Boeing Company (the) | 0 | US$0 | 0.00% |
| Dow Inc. | 0 | US$0 | 0.00% |
| Enphase Energy, Inc. | 0 | US$0 | 0.00% |
| Fedex Corporation | 0 | US$0 | 0.00% |
| Forgent Power Solutions, Inc. | 0 | US$0 | 0.00% |
| Ftc Solar, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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