Electron Capital Partners, Llc Portfolio Stock Holdings
Electron Capital Partners, Llc disclosed 44 stock positions valued at approximately $2.1 billion in its latest SEC 13F filing. The largest holdings include MASTEC INC, NEXTERA ENERGY INC, and XCEL ENERGY INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 44
- Portfolio Value
- $2.1B
Holdings by Sector
Electron Capital Partners, Llc Portfolio Holdings in Q1 2026
40 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MASTEC INC | MTZ | Industrials | 10.78% | 713,013 | -91,290 | -11.35% | $229,404,803 |
| NEXTERA ENERGY INC | NEE | Utilities | 8.90% | 2,040,030 | +272,603 | +15.42% | $189,477,986 |
| XCEL ENERGY INC | XEL | Utilities | 7.16% | 1,918,768 | -17,927 | -0.93% | $152,426,930 |
| FIRSTENERGY CORP | FE | Utilities | 7.12% | 2,991,914 | +1,519,737 | +103.23% | $151,570,363 |
| ENTERGY CORP NEW | ETR | Utilities | 6.68% | 1,265,320 | -174,764 | -12.14% | $142,171,356 |
| COHERENT CORP | COHR | Technology | 5.06% | 451,953 | -48,192 | -9.64% | $107,659,724 |
| DOW HLDGS INC | DOW | Basic Materials | 3.75% | 1,917,631 | +1,917,631 | +100.00% | $79,869,332 |
| WILLIAMS COS INC | WMB | Energy | 3.73% | 1,089,869 | +3,984 | +0.37% | $79,320,666 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 2.92% | 222,724 | -5,579,921 | -96.16% | $62,195,677 |
| UL SOLUTIONS INC | ULS | Industrials | 2.87% | 713,941 | -141,498 | -16.54% | $61,191,883 |
| PG&E CORP | PCG | Utilities | 2.87% | 3,481,382 | +1,113,423 | +47.02% | $61,167,882 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 2.85% | 463,901 | -675,690 | -59.29% | $60,747,836 |
| NRG ENERGY INC | NRG | Utilities | 2.79% | 406,835 | +406,835 | +100.00% | $59,454,867 |
| SELECT SECTOR SPDR TR | XLU | Other | 2.67% | 1,240,257 | +1,240,257 | +100.00% | $56,915,394 |
| FEDEX CORP | FDX | Industrials | 2.66% | 159,165 | +159,165 | +100.00% | $56,691,390 |
| C H ROBINSON WORLDWIDE IN | CHRW | Industrials | 2.66% | 341,356 | +341,356 | +100.00% | $56,688,991 |
| SOLAREDGE TECHNOLOGIES INC | SEDG | Technology | 2.59% | 1,078,678 | -545,144 | -33.57% | $55,066,512 |
| FLEXTRONICS INTL LTD | FLEX | Other | 2.46% | 798,774 | -149,385 | -15.76% | $52,287,746 |
| KEYSIGHT TECHNOLOGIES INC | KEYS | Technology | 2.19% | 165,026 | +4,022 | +2.50% | $46,598,392 |
| COGNEX CORP | CGNX | Technology | 2.05% | 888,614 | +35,630 | +4.18% | $43,533,199 |
| ALBEMARLE CORP | ALB | Basic Materials | 1.88% | 222,307 | +222,307 | +100.00% | $39,910,775 |
| GDS HLDGS LTD | GDS | Technology | 1.48% | 780,979 | +675,531 | +640.63% | $31,465,644 |
| EOS ENERGY ENTERPRISES INC | EOSE | Industrials | 1.25% | 5,379,661 | -742,235 | -12.12% | $26,683,118 |
| T1 ENERGY INC | FREY | Industrials | 1.22% | 5,929,585 | +2,429,564 | +69.42% | $26,030,878 |
| EDISON INTL | EIX | Utilities | 1.17% | 339,669 | -4,934 | -1.43% | $24,856,977 |
| ENOVIX CORPORATION | ENVX | Industrials | 1.13% | 4,628,317 | -1,425,734 | -23.55% | $23,974,682 |
| AES CORP | AES | Utilities | 1.06% | 1,598,292 | +1,598,292 | +100.00% | $22,519,934 |
| BOEING CO | BA | Industrials | 0.88% | 93,653 | -87,828 | -48.40% | $18,639,757 |
| ENPHASE ENERGY INC | ENPH | Technology | 0.87% | 488,852 | +488,852 | +100.00% | $18,483,495 |
| NPK INTERNATIONAL INC | NR | Energy | 0.75% | 1,099,943 | +1,099,943 | +100.00% | $15,938,174 |
| GE VERNOVA INC | GEV | Utilities | 0.59% | 14,321 | -1,538 | -9.70% | $12,500,801 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.32% | 26,945 | +156 | +0.58% | $6,751,877 |
| QUANTA SVCS INC | PWR | Industrials | 0.24% | 9,408 | -170,234 | -94.76% | $5,165,179 |
| OPAL FUELS INC | OPAL | Utilities | 0.21% | 1,800,000 | - | - | $4,536,000 |
| NEXTPOWER INC | NXT | Technology | 0.15% | 27,187 | -604,539 | -95.70% | $3,277,393 |
| ARRAY TECHNOLOGIES INC | ARRY | Technology | 0.13% | 395,928 | -2,244,489 | -85.01% | $2,862,561 |
| HESAI GROUP | HSAI | Consumer Cyclical | 0.05% | 60,670 | +351 | +0.58% | $1,160,011 |
| PONY AI INC | PONY | Other | 0.02% | 50,367 | +291 | +0.58% | $475,463 |
| EHANG HLDGS LTD | EH | Industrials | 0.02% | 34,174 | +197 | +0.58% | $331,830 |
| SES AI CORPORATION | SES-WS | Other | 0.00% | 239,752 | - | - | $10,129 |
Electron Capital Partners, Llc Options Holdings in Q1 2026