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Electron Capital Partners, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,504,858,962
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- FLEX LTD · ORD · Y2573F102 · shares: $280,010,770
- MASTEC INC · COM · 576323109 · shares: $258,036,252
- XCEL ENERGY INC · COM · 98389B100 · shares: $202,530,572
- NEXTERA ENERGY INC · COM · 65339F101 · shares: $169,650,633
- ENTERGY CORP NEW · COM · 29364G103 · shares: $153,986,829
- COHERENT CORP · COM · 19247G107 · shares: $109,296,592
- FIRSTENERGY CORP · COM · 337932107 · shares: $97,313,239
- JOHNSON CONTROLS INTERNATION · SHS · G51502105 · shares: $90,928,636
- WILLIAMS COS INC · COM · 969457100 · shares: $85,839,952
- CONSTELLATION ENERGY CORP · COM · 21037T109 · shares: $71,067,847
Reported holdings
46 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| FLEX LTD | ORD | Y2573F102 | — | 1,727,715 shares | $280,010,770 |
| MASTEC INC | COM | 576323109 | — | 620,190 shares | $258,036,252 |
| XCEL ENERGY INC | COM | 98389B100 | — | 2,522,174 shares | $202,530,572 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 1,932,900 shares | $169,650,633 |
| ENTERGY CORP NEW | COM | 29364G103 | — | 1,340,648 shares | $153,986,829 |
| COHERENT CORP | COM | 19247G107 | — | 277,072 shares | $109,296,592 |
| FIRSTENERGY CORP | COM | 337932107 | — | 2,046,976 shares | $97,313,239 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 622,330 shares | $90,928,636 |
| WILLIAMS COS INC | COM | 969457100 | — | 1,154,694 shares | $85,839,952 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 286,137 shares | $71,067,847 |
| COGNEX CORP | COM | 192422103 | — | 967,843 shares | $70,091,190 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 199,931 shares | $69,989,846 |
| C H ROBINSON WORLDWIDE IN | COM NEW | 12541W209 | — | 359,077 shares | $67,628,562 |
| PG&E CORP | COM | 69331C108 | — | 3,679,420 shares | $61,887,844 |
| FEDEX FGHT HLDG CO INC | COMMON STOCK | 314352105 | — | 366,682 shares | $55,368,982 |
| UL SOLUTIONS INC | CLASS A COM SHS | 903731107 | — | 530,585 shares | $54,045,388 |
| CARVANA CO | CL A | 146869102 | — | 813,127 shares | $53,520,019 |
| NRG ENERGY INC | COM NEW | 629377508 | — | 357,635 shares | $52,236,168 |
| CORNING INC | COM | 219350105 | — | 163,766 shares | $41,830,749 |
| PRIMORIS SVCS CORP | COM | 74164F103 | — | 415,103 shares | $41,145,010 |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | — | 672,680 shares | $39,311,420 |
| EOS ENERGY ENTERPRISES INC | COM CL A | 29415C101 | — | 6,681,859 shares | $39,289,331 |
| EVERSOURCE ENERGY | COM | 30040W108 | — | 507,164 shares | $36,652,743 |
| ENOVIX CORPORATION | COM | 293594107 | — | 4,788,098 shares | $29,063,755 |
| T1 ENERGY INC | COM NEW | 35834F104 | — | 2,931,918 shares | $27,794,582 |
| WOLFSPEED INC | COMMON STOCK | 97785W106 | — | 571,267 shares | $27,563,633 |
| EDISON INTL | COM | 281020107 | — | 358,124 shares | $26,662,331 |
| SOLV ENERGY INC | COM SHS CL A | 78475V103 | — | 749,386 shares | $25,516,594 |
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | — | 831,889 shares | $24,981,627 |
| TRANSOCEAN LTD | REGISTERED SHS | H8817H100 | — | 4,652,185 shares | $22,749,185 |
| NEXTPOWER INC | CLASS A COM | 65290E101 | — | 178,035 shares | $21,211,090 |
| NPK INTERNATIONAL INC | COM SHS | 651718504 | — | 1,169,304 shares | $18,603,627 |
| ALBEMARLE CORP | COM | 012653101 | — | 137,253 shares | $18,533,273 |
| GE VERNOVA INC | COM | 36828A101 | — | 14,175 shares | $16,653,642 |
| FERVO ENERGY CO | CL A COM | 31556C106 | — | 459,840 shares | $13,441,123 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 26,670 shares | $8,929,649 |
| QUANTA SVCS INC | COM | 74762E102 | — | 9,312 shares | $6,705,012 |
| XPLR INFRASTRUCTURE LP | COM UNIT PART IN | 65341B106 | — | 342,633 shares | $4,046,495 |
| OPAL FUELS INC | CLASS A COM | 68347P103 | — | 1,800,000 shares | $3,960,000 |
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | — | 391,887 shares | $2,903,883 |
| NIO INC | SPON ADS | 62914V106 | — | 284,515 shares | $1,439,645 |
| HESAI GROUP | SPONSORED ADS | 428050108 | — | 60,050 shares | $1,094,111 |
| WERIDE INC | SPONSORED ADS | 950915108 | — | 132,500 shares | $771,150 |
| PONY AI INC | SPONSORED ADS | 732908108 | — | 49,853 shares | $346,479 |
| EHANG HLDGS LTD | ADS | 26853E102 | — | 33,825 shares | $221,554 |
| SES AI CORPORATION | *W EXP 12/10/202 | 78397Q117 | — | 239,752 shares | $7,948 |