Electron Capital Partners, LLC
An institutional investment manager in NEW YORK, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1586986.
- Reported value$2.50bn
- Positions46
Holdings: 46 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Flex Ltd | ORD | Y2573F102 | 280 | 11.2% | 1,727,715 | Added+928,941 | |
| Mastec IncMTZ | COM | 576323109 | 258 | 10.3% | 620,190 | Reduced−92,823 | |
| Xcel Energy IncXEL | COM | 98389B100 | 203 | 8.1% | 2,522,174 | Added+603,406 | |
| Nextera Energy IncNEE | COM | 65339F101 | 170 | 6.8% | 1,932,900 | Reduced−107,130 | |
| Entergy Corp NewETR | COM | 29364G103 | 154 | 6.1% | 1,340,648 | Added+75,328 | |
| Coherent CorpCOHR | COM | 19247G107 | 109 | 4.4% | 277,072 | Reduced−174,881 | |
| Firstenergy CorpFE | COM | 337932107 | 97.3 | 3.9% | 2,046,976 | Reduced−944,938 | |
| Johnson Controls Internation | SHS | G51502105 | 90.9 | 3.6% | 622,330 | Added+158,429 | |
| Williams Cos IncWMB | COM | 969457100 | 85.8 | 3.4% | 1,154,694 | Added+64,825 | |
| Constellation Energy CorpCEG | COM | 21037T109 | 71.1 | 2.8% | 286,137 | Added+63,413 | |
| Cognex CorpCGNX | COM | 192422103 | 70.1 | 2.8% | 967,843 | Added+79,229 | |
| Keysight Technologies IncKEYS | COM | 49338L103 | 70.0 | 2.8% | 199,931 | Added+34,905 | |
| C H Robinson Worldwide inCHRW | COM NEW | 12541W209 | 67.6 | 2.7% | 359,077 | Added+17,721 | |
| PG&E CorpPCG | COM | 69331C108 | 61.9 | 2.5% | 3,679,420 | Added+198,038 | |
| Fedex FGHT HLDG Co IncFDXF | COMMON STOCK | 314352105 | 55.4 | 2.2% | 366,682 | New+366,682 | |
| UL Solutions IncULS | CLASS A COM SHS | 903731107 | 54.0 | 2.2% | 530,585 | Reduced−183,356 | |
| Carvana CoCVNA | CL A | 146869102 | 53.5 | 2.1% | 813,127 | New+813,127 | |
| NRG Energy IncNRG | COM NEW | 629377508 | 52.2 | 2.1% | 357,635 | Reduced−49,200 | |
| Corning IncGLW | COM | 219350105 | 41.8 | 1.7% | 163,766 | New+163,766 | |
| Primoris SVCS CorpPRIM | COM | 74164F103 | 41.1 | 1.6% | 415,103 | New+415,103 | |
| Solaredge Technologies IncSEDG | COM | 83417M104 | 39.3 | 1.6% | 672,680 | Reduced−405,998 | |
| EOS Energy Enterprises IncEOSE | COM CL A | 29415C101 | 39.3 | 1.6% | 6,681,859 | Added+1,302,198 | |
| Eversource EnergyES | COM | 30040W108 | 36.7 | 1.5% | 507,164 | New+507,164 | |
| Enovix CorporationENVX | COM | 293594107 | 29.1 | 1.2% | 4,788,098 | Added+159,781 | |
| T1 Energy IncTE | COM NEW | 35834F104 | 27.8 | 1.1% | 2,931,918 | Reduced−2,997,667 | |
| Wolfspeed IncWOLF | COMMON STOCK | 97785W106 | 27.6 | 1.1% | 571,267 | New+571,267 | |
| Edison InternationalEIX | COM | 281020107 | 26.7 | 1.1% | 358,124 | Added+18,455 | |
| Solv Energy IncMWH | COM SHS CL A | 78475V103 | 25.5 | 1.0% | 749,386 | Added+28,088 | |
| GDS Holdings LtdGDS | SPONSORED ADS | 36165L108 | 25.0 | 1.0% | 831,889 | Added+50,910 | |
| Transocean Ltd | REGISTERED SHS | H8817H100 | 22.7 | 0.9% | 4,652,185 | New+4,652,185 | |
| Nextpower IncNXT | CLASS A COM | 65290E101 | 21.2 | 0.8% | 178,035 | Added+150,848 | |
| NPK International IncNPKI | COM SHS | 651718504 | 18.6 | 0.7% | 1,169,304 | Added+69,361 | |
| Albemarle CorpALB | COM | 012653101 | 18.5 | 0.7% | 137,253 | Reduced−85,054 | |
| GE Vernova IncGEV | COM | 36828A101 | 16.7 | 0.7% | 14,175 | Reduced−146 | |
| Fervo Energy CoFRVO | CL A COM | 31556C106 | 13.4 | 0.5% | 459,840 | New+459,840 | |
| Vertiv Holdings CoVRT | COM CL A | 92537N108 | 8.9 | 0.4% | 26,670 | Reduced−275 | |
| Quanta SVCS IncPWR | COM | 74762E102 | 6.7 | 0.3% | 9,312 | Reduced−96 | |
| XPLR Infrastructure LPXIFR | COM UNIT PART IN | 65341B106 | 4.0 | 0.2% | 342,633 | New+342,633 | |
| Opal Fuels IncOPAL | CLASS A COM | 68347P103 | 4.0 | 0.2% | 1,800,000 | Unchanged | |
| Array Technologies IncARRY | COM SHS | 04271T100 | 2.9 | 0.1% | 391,887 | Reduced−4,041 | |
| NIO IncNIO | SPON ADS | 62914V106 | 1.4 | <0.1% | 284,515 | New+284,515 | |
| Hesai GroupHSAI | SPONSORED ADS | 428050108 | 1.1 | <0.1% | 60,050 | Reduced−620 | |
| Weride IncWRD | SPONSORED ADS | 950915108 | 0.8 | <0.1% | 132,500 | Reduced−1,367 | |
| Pony Ai IncPONY | SPONSORED ADS | 732908108 | 0.3 | <0.1% | 49,853 | Reduced−514 | |
| Ehang Holdings LtdEH | ADS | 26853E102 | 0.2 | <0.1% | 33,825 | Reduced−349 | |
| SES Ai CorporationSES | *W EXP 12/10/202 | 78397Q117 | 0.0 | <0.1% | 239,752 | Unchanged |
Sold out: 10 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| AES CorpAES | COM | 00130H105 | 0.0 | 0.0% | 0 | Sold out−1,598,292 | |
| Boeing CoBA | COM | 097023105 | 0.0 | 0.0% | 0 | Sold out−93,653 | |
| Constellation Energy CorpCEG | COM | 21037T109 | 0.0 | 0.0% | 0 | Call | Sold out−320,000 |
| DOW Holdings IncDOW | COM | 260557103 | 0.0 | 0.0% | 0 | Sold out−1,917,631 | |
| Enphase Energy IncENPH | COM | 29355A107 | 0.0 | 0.0% | 0 | Sold out−488,852 | |
| Fedex CorpFDX | COM | 31428X106 | 0.0 | 0.0% | 0 | Sold out−159,165 | |
| Forgent Power Solutions IncFPS | COM SHS CL A | 34631F102 | 0.0 | 0.0% | 0 | Sold out−528,663 | |
| FTC Solar IncFTCI | COM NEW | 30320C301 | 0.0 | 0.0% | 0 | Sold out−90,201 | |
| Select Sector SPDR TR | STATE STREET UTI | 81369Y886 | 0.0 | 0.0% | 0 | Sold out−1,240,257 | |
| State STR SPDR S&P 500 ETF TSPY | TR UNIT | 78462F103 | 0.0 | 0.0% | 0 | Put | Sold out−518,000 |
Source: SEC EDGAR, Form 13F-HR, accession 0001012975-26-000779 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.