Electron Capital Partners, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Electron Capital Partners, LLC disclosed 46 US equity positions worth $2.5bn in its Q2 2026 13F filing. The largest position was FLEX at 11.2% of the reported book, followed by MTZ and XEL. Against the Q1 2026 filing, it opened 10 new positions, added to 17 and reduced 17 among the top 46 holdings.
What did Electron Capital Partners, LLC own in Q2 2026? Top 46 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | FLEX FLEX LTD | Technology | 11.2% | $280.0m | 1,727,715 | 116% | added |
| 2 | MTZ MASTEC INC | Industrials | 10.3% | $258.0m | 620,190 | -13% | reduced |
| 3 | XEL XCEL ENERGY INC | Utilities | 8.1% | $202.5m | 2,522,174 | 31% | added |
| 4 | NEE NEXTERA ENERGY INC | Utilities | 6.8% | $169.7m | 1,932,900 | -5% | reduced |
| 5 | ETR ENTERGY CORP NEW | Utilities | 6.1% | $154.0m | 1,340,648 | 6% | added |
| 6 | COHR COHERENT CORP | Technology | 4.4% | $109.3m | 277,072 | -39% | reduced |
| 7 | FE FIRSTENERGY CORP | Utilities | 3.9% | $97.3m | 2,046,976 | -32% | reduced |
| 8 | JCI JOHNSON CONTROLS INTERNATION | Industrials | 3.6% | $90.9m | 622,330 | 34% | added |
| 9 | WMB WILLIAMS COS INC | Energy | 3.4% | $85.8m | 1,154,694 | 6% | added |
| 10 | CEG CONSTELLATION ENERGY CORP | Utilities | 2.8% | $71.1m | 286,137 | 28% | added |
| 11 | CGNX COGNEX CORP | Technology | 2.8% | $70.1m | 967,843 | 9% | added |
| 12 | KEYS KEYSIGHT TECHNOLOGIES INC | Technology | 2.8% | $70.0m | 199,931 | 21% | added |
| 13 | CHRW C H ROBINSON WORLDWIDE IN | Industrials | 2.7% | $67.6m | 359,077 | 5% | added |
| 14 | PCG PG&E CORP | Utilities | 2.5% | $61.9m | 3,679,420 | 6% | added |
| 15 | FDXF FEDEX FGHT HLDG CO INC | Industrials | 2.2% | $55.4m | 366,682 | – | new |
| 16 | ULS UL SOLUTIONS INC | Industrials | 2.2% | $54.0m | 530,585 | -26% | reduced |
| 17 | CVNA CARVANA CO | Consumer Cyclical | 2.1% | $53.5m | 813,127 | – | new |
| 18 | NRG NRG ENERGY INC | Utilities | 2.1% | $52.2m | 357,635 | -12% | reduced |
| 19 | GLW CORNING INC | Technology | 1.7% | $41.8m | 163,766 | – | new |
| 20 | PRIM PRIMORIS SVCS CORP | Industrials | 1.6% | $41.1m | 415,103 | – | new |
| 21 | SEDG SOLAREDGE TECHNOLOGIES INC | Technology | 1.6% | $39.3m | 672,680 | -38% | reduced |
| 22 | EOSE EOS ENERGY ENTERPRISES INC | Industrials | 1.6% | $39.3m | 6,681,859 | 24% | added |
| 23 | ES EVERSOURCE ENERGY | Utilities | 1.5% | $36.7m | 507,164 | – | new |
| 24 | ENVX ENOVIX CORPORATION | Industrials | 1.2% | $29.1m | 4,788,098 | 3% | added |
| 25 | TE T1 ENERGY INC | Industrials | 1.1% | $27.8m | 2,931,918 | -51% | reduced |
| 26 | WOLF WOLFSPEED INC | Technology | 1.1% | $27.6m | 571,267 | – | new |
| 27 | EIX EDISON INTL | Utilities | 1.1% | $26.7m | 358,124 | 5% | added |
| 28 | MWH SOLV ENERGY INC | Utilities | 1.0% | $25.5m | 749,386 | 4% | added |
| 29 | GDS GDS HLDGS LTD | Technology | 1.0% | $25.0m | 831,889 | 7% | added |
| 30 | RIG TRANSOCEAN LTD | Energy | 0.9% | $22.7m | 4,652,185 | – | new |
| 31 | NXT NEXTPOWER INC | Technology | 0.8% | $21.2m | 178,035 | 555% | added |
| 32 | NPKI NPK INTERNATIONAL INC | Industrials | 0.7% | $18.6m | 1,169,304 | 6% | added |
| 33 | ALB ALBEMARLE CORP | Basic Materials | 0.7% | $18.5m | 137,253 | -38% | reduced |
| 34 | GEV GE VERNOVA INC | Industrials | 0.7% | $16.7m | 14,175 | -1% | reduced |
| 35 | FRVO FERVO ENERGY CO | 0.5% | $13.4m | 459,840 | – | new | |
| 36 | VRT VERTIV HOLDINGS CO | Industrials | 0.4% | $8.9m | 26,670 | -1% | reduced |
| 37 | PWR QUANTA SVCS INC | Industrials | 0.3% | $6.7m | 9,312 | -1% | reduced |
| 38 | XIFR XPLR INFRASTRUCTURE LP | Utilities | 0.2% | $4.0m | 342,633 | – | new |
| 39 | OPAL OPAL FUELS INC | 0.2% | $4.0m | 1,800,000 | 0% | held | |
| 40 | ARRY ARRAY TECHNOLOGIES INC | Technology | 0.1% | $2.9m | 391,887 | -1% | reduced |
| 41 | NIO NIO INC | Consumer Cyclical | 0.1% | $1.4m | 284,515 | – | new |
| 42 | HSAI HESAI GROUP | 0.0% | $1.1m | 60,050 | -1% | reduced | |
| 43 | WRD WERIDE INC | Technology | 0.0% | $771.1k | 132,500 | -1% | reduced |
| 44 | PONY PONY AI INC | Technology | 0.0% | $346.5k | 49,853 | -1% | reduced |
| 45 | EH EHANG HLDGS LTD | 0.0% | $221.6k | 33,825 | -1% | reduced | |
| 46 | SES AI CORPORATION | 0.0% | $7.9k | 239,752 | 0% | held |
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.