Electron Capital Partners, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Electron Capital Partners, LLC disclosed 44 US equity positions worth $2.1bn in its Q1 2026 13F filing. The largest position was MTZ at 10.8% of the reported book, followed by NEE and XEL.
What did Electron Capital Partners, LLC own in Q1 2026? Top 44 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MTZ MASTEC INC | Industrials | 10.8% | $229.4m | 713,013 | – | |
| 2 | NEE NEXTERA ENERGY INC | Utilities | 8.9% | $189.5m | 2,040,030 | – | |
| 3 | XEL XCEL ENERGY INC | Utilities | 7.2% | $152.4m | 1,918,768 | – | |
| 4 | FE FIRSTENERGY CORP | Utilities | 7.1% | $151.6m | 2,991,914 | – | |
| 5 | ETR ENTERGY CORP NEW | Utilities | 6.7% | $142.2m | 1,265,320 | – | |
| 6 | COHR COHERENT CORP | Technology | 5.1% | $107.7m | 451,953 | – | |
| 7 | DOW DOW HLDGS INC | Basic Materials | 3.8% | $79.9m | 1,917,631 | – | |
| 8 | WMB WILLIAMS COS INC | Energy | 3.7% | $79.3m | 1,089,869 | – | |
| 9 | CEG CONSTELLATION ENERGY CORP | Utilities | 2.9% | $62.2m | 222,724 | – | |
| 10 | ULS UL SOLUTIONS INC | Industrials | 2.9% | $61.2m | 713,941 | – | |
| 11 | PCG PG&E CORP | Utilities | 2.9% | $61.2m | 3,481,382 | – | |
| 12 | JCI JOHNSON CONTROLS INTERNATION | Industrials | 2.9% | $60.7m | 463,901 | – | |
| 13 | NRG NRG ENERGY INC | Utilities | 2.8% | $59.5m | 406,835 | – | |
| 14 | XLU SELECT SECTOR SPDR TR | 2.7% | $56.9m | 1,240,257 | – | ||
| 15 | FDX FEDEX CORP | Industrials | 2.7% | $56.7m | 159,165 | – | |
| 16 | CHRW C H ROBINSON WORLDWIDE IN | Industrials | 2.7% | $56.7m | 341,356 | – | |
| 17 | SEDG SOLAREDGE TECHNOLOGIES INC | Technology | 2.6% | $55.1m | 1,078,678 | – | |
| 18 | FLEX FLEXTRONICS INTL LTD | Technology | 2.5% | $52.3m | 798,774 | – | |
| 19 | KEYS KEYSIGHT TECHNOLOGIES INC | Technology | 2.2% | $46.6m | 165,026 | – | |
| 20 | CGNX COGNEX CORP | Technology | 2.0% | $43.5m | 888,614 | – | |
| 21 | ALB ALBEMARLE CORP | Basic Materials | 1.9% | $39.9m | 222,307 | – | |
| 22 | GDS GDS HLDGS LTD | Technology | 1.5% | $31.5m | 780,979 | – | |
| 23 | EOSE EOS ENERGY ENTERPRISES INC | Industrials | 1.3% | $26.7m | 5,379,661 | – | |
| 24 | TE T1 ENERGY INC | Industrials | 1.2% | $26.0m | 5,929,585 | – | |
| 25 | EIX EDISON INTL | Utilities | 1.2% | $24.9m | 339,669 | – | |
| 26 | ENVX ENOVIX CORPORATION | Industrials | 1.1% | $24.0m | 4,628,317 | – | |
| 27 | AES AES CORP | Utilities | 1.1% | $22.5m | 1,598,292 | – | |
| 28 | MWH SOLV ENERGY INC | Utilities | 1.0% | $21.7m | 721,298 | – | |
| 29 | BA BOEING CO | Industrials | 0.9% | $18.6m | 93,653 | – | |
| 30 | ENPH ENPHASE ENERGY INC | Technology | 0.9% | $18.5m | 488,852 | – | |
| 31 | NPKI NPK INTERNATIONAL INC | Industrials | 0.7% | $15.9m | 1,099,943 | – | |
| 32 | FPS FORGENT POWER SOLUTIONS INC | Industrials | 0.7% | $15.5m | 528,663 | – | |
| 33 | GEV GE VERNOVA INC | Industrials | 0.6% | $12.5m | 14,321 | – | |
| 34 | VRT VERTIV HOLDINGS CO | Industrials | 0.3% | $6.8m | 26,945 | – | |
| 35 | PWR QUANTA SVCS INC | Industrials | 0.2% | $5.2m | 9,408 | – | |
| 36 | OPAL OPAL FUELS INC | 0.2% | $4.5m | 1,800,000 | – | ||
| 37 | NXT NEXTPOWER INC | Technology | 0.2% | $3.3m | 27,187 | – | |
| 38 | ARRY ARRAY TECHNOLOGIES INC | Technology | 0.1% | $2.9m | 395,928 | – | |
| 39 | HSAI HESAI GROUP | 0.1% | $1.2m | 60,670 | – | ||
| 40 | WRD WERIDE INC | Technology | 0.1% | $1.1m | 133,867 | – | |
| 41 | PONY PONY AI INC | Technology | 0.0% | $475.5k | 50,367 | – | |
| 42 | FTCI FTC SOLAR INC | 0.0% | $341.0k | 90,201 | – | ||
| 43 | EH EHANG HLDGS LTD | 0.0% | $331.8k | 34,174 | – | ||
| 44 | SES AI CORPORATION | 0.0% | $10.1k | 239,752 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.