Electron Capital Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Electron Capital Partners, Llc disclosed 41 stock positions valued at approximately $2.50B as of quarter-end June 30, 2026. The largest holdings include FLEX LTD, MASTEC INC, and XCEL ENERGY INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 41
- Portfolio Value
- $2.50B
Holdings by Sector
Electron Capital Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FLEX LTD | FLEX | Other | 11.18% | 1,727,715 | +928,941 | +116.30% | $280,010,770 |
| MASTEC INC | MTZ | Industrials | 10.30% | 620,190 | -92,823 | -13.02% | $258,036,252 |
| XCEL ENERGY INC | XEL | Utilities | 8.09% | 2,522,174 | +603,406 | +31.45% | $202,530,572 |
| NEXTERA ENERGY INC | NEE | Utilities | 6.77% | 1,932,900 | -107,130 | -5.25% | $169,650,633 |
| ENTERGY CORP NEW | ETR | Utilities | 6.15% | 1,340,648 | +75,328 | +5.95% | $153,986,829 |
| COHERENT CORP | COHR | Technology | 4.36% | 277,072 | -174,881 | -38.69% | $109,296,592 |
| FIRSTENERGY CORP | FE | Utilities | 3.88% | 2,046,976 | -944,938 | -31.58% | $97,313,239 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 3.63% | 622,330 | +158,429 | +34.15% | $90,928,636 |
| WILLIAMS COS INC | WMB | Energy | 3.43% | 1,154,694 | +64,825 | +5.95% | $85,839,952 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 2.84% | 286,137 | +63,413 | +28.47% | $71,067,847 |
| COGNEX CORP | CGNX | Technology | 2.80% | 967,843 | +79,229 | +8.92% | $70,091,190 |
| KEYSIGHT TECHNOLOGIES INC | KEYS | Technology | 2.79% | 199,931 | +34,905 | +21.15% | $69,989,846 |
| C H ROBINSON WORLDWIDE IN | CHRW | Industrials | 2.70% | 359,077 | +17,721 | +5.19% | $67,628,562 |
| PG&E CORP | PCG | Utilities | 2.47% | 3,679,420 | +198,038 | +5.69% | $61,887,844 |
| UL SOLUTIONS INC | ULS | Industrials | 2.16% | 530,585 | -183,356 | -25.68% | $54,045,388 |
| CARVANA CO | CVNA | Consumer Cyclical | 2.14% | 813,127 | +722,263 | +794.88% | $53,520,019 |
| NRG ENERGY INC | NRG | Utilities | 2.09% | 357,635 | -49,200 | -12.09% | $52,236,168 |
| CORNING INC | GLW | Technology | 1.67% | 163,766 | +163,766 | +100.00% | $41,830,749 |
| PRIMORIS SVCS CORP | PRIM | Industrials | 1.64% | 415,103 | +415,103 | +100.00% | $41,145,010 |
| SOLAREDGE TECHNOLOGIES INC | SEDG | Technology | 1.57% | 672,680 | -405,998 | -37.64% | $39,311,420 |
| EOS ENERGY ENTERPRISES INC | EOSE | Industrials | 1.57% | 6,681,859 | +1,302,198 | +24.21% | $39,289,331 |
| EVERSOURCE ENERGY | ES | Utilities | 1.46% | 507,164 | +507,164 | +100.00% | $36,652,743 |
| ENOVIX CORPORATION | ENVX | Industrials | 1.16% | 4,788,098 | +159,781 | +3.45% | $29,063,755 |
| T1 ENERGY INC | FREY | Industrials | 1.11% | 2,931,918 | -2,997,667 | -50.55% | $27,794,582 |
| EDISON INTL | EIX | Utilities | 1.06% | 358,124 | +18,455 | +5.43% | $26,662,331 |
| GDS HLDGS LTD | GDS | Technology | 1.00% | 831,889 | +50,910 | +6.52% | $24,981,627 |
| TRANSOCEAN LTD | RIG | Energy | 0.91% | 4,652,185 | +4,652,185 | +100.00% | $22,749,185 |
| NEXTPOWER INC | NXT | Technology | 0.85% | 178,035 | +150,848 | +554.85% | $21,211,090 |
| NPK INTERNATIONAL INC | NR | Energy | 0.74% | 1,169,304 | +69,361 | +6.31% | $18,603,627 |
| ALBEMARLE CORP | ALB | Basic Materials | 0.74% | 137,253 | -85,054 | -38.26% | $18,533,273 |
Showing 30 of 41 holdings in the latest reporting period.