# Electron Capital Partners, LLC: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1586986.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $2.50bn
- Positions: 46 (46 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1586986/000101297526000779/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| FLEX LTD | ORD | $280.0m | 11.2% | 1,727,715 |  | Added +928,941 |
| [MASTEC INC (MTZ)](/companies/mtz.md) | COM | $258.0m | 10.3% | 620,190 |  | Reduced −92,823 |
| [XCEL ENERGY INC (XEL)](/companies/xel.md) | COM | $202.5m | 8.1% | 2,522,174 |  | Added +603,406 |
| [NEXTERA ENERGY INC (NEE)](/companies/nee.md) | COM | $169.7m | 6.8% | 1,932,900 |  | Reduced −107,130 |
| [ENTERGY CORP NEW (ETR)](/companies/etr.md) | COM | $154.0m | 6.1% | 1,340,648 |  | Added +75,328 |
| [COHERENT CORP (COHR)](/companies/cohr.md) | COM | $109.3m | 4.4% | 277,072 |  | Reduced −174,881 |
| [FIRSTENERGY CORP (FE)](/companies/fe.md) | COM | $97.3m | 3.9% | 2,046,976 |  | Reduced −944,938 |
| JOHNSON CONTROLS INTERNATION | SHS | $90.9m | 3.6% | 622,330 |  | Added +158,429 |
| [WILLIAMS COS INC (WMB)](/companies/wmb.md) | COM | $85.8m | 3.4% | 1,154,694 |  | Added +64,825 |
| [CONSTELLATION ENERGY CORP (CEG)](/companies/ceg.md) | COM | $71.1m | 2.8% | 286,137 |  | Added +63,413 |
| [COGNEX CORP (CGNX)](/companies/cgnx.md) | COM | $70.1m | 2.8% | 967,843 |  | Added +79,229 |
| [KEYSIGHT TECHNOLOGIES INC (KEYS)](/companies/keys.md) | COM | $70.0m | 2.8% | 199,931 |  | Added +34,905 |
| [C H ROBINSON WORLDWIDE IN (CHRW)](/companies/chrw.md) | COM NEW | $67.6m | 2.7% | 359,077 |  | Added +17,721 |
| [PG&E CORP (PCG)](/companies/pcg.md) | COM | $61.9m | 2.5% | 3,679,420 |  | Added +198,038 |
| [FEDEX FGHT HLDG CO INC (FDXF)](/companies/fdxf.md) | COMMON STOCK | $55.4m | 2.2% | 366,682 |  | New +366,682 |
| [UL SOLUTIONS INC (ULS)](/companies/uls.md) | CLASS A COM SHS | $54.0m | 2.2% | 530,585 |  | Reduced −183,356 |
| [CARVANA CO (CVNA)](/companies/cvna.md) | CL A | $53.5m | 2.1% | 813,127 |  | New +813,127 |
| [NRG ENERGY INC (NRG)](/companies/nrg.md) | COM NEW | $52.2m | 2.1% | 357,635 |  | Reduced −49,200 |
| [CORNING INC (GLW)](/companies/glw.md) | COM | $41.8m | 1.7% | 163,766 |  | New +163,766 |
| [PRIMORIS SVCS CORP (PRIM)](/companies/prim.md) | COM | $41.1m | 1.6% | 415,103 |  | New +415,103 |
| [SOLAREDGE TECHNOLOGIES INC (SEDG)](/companies/sedg.md) | COM | $39.3m | 1.6% | 672,680 |  | Reduced −405,998 |
| [EOS ENERGY ENTERPRISES INC (EOSE)](/companies/eose.md) | COM CL A | $39.3m | 1.6% | 6,681,859 |  | Added +1,302,198 |
| [EVERSOURCE ENERGY (ES)](/companies/es.md) | COM | $36.7m | 1.5% | 507,164 |  | New +507,164 |
| [ENOVIX CORPORATION (ENVX)](/companies/envx.md) | COM | $29.1m | 1.2% | 4,788,098 |  | Added +159,781 |
| [T1 ENERGY INC (TE)](/companies/te.md) | COM NEW | $27.8m | 1.1% | 2,931,918 |  | Reduced −2,997,667 |
| [WOLFSPEED INC (WOLF)](/companies/wolf.md) | COMMON STOCK | $27.6m | 1.1% | 571,267 |  | New +571,267 |
| [EDISON INTL (EIX)](/companies/eix.md) | COM | $26.7m | 1.1% | 358,124 |  | Added +18,455 |
| [SOLV ENERGY INC (MWH)](/companies/mwh.md) | COM SHS CL A | $25.5m | 1.0% | 749,386 |  | Added +28,088 |
| [GDS HLDGS LTD (GDS)](/companies/gds.md) | SPONSORED ADS | $25.0m | 1.0% | 831,889 |  | Added +50,910 |
| TRANSOCEAN LTD | REGISTERED SHS | $22.7m | 0.9% | 4,652,185 |  | New +4,652,185 |
| [NEXTPOWER INC (NXT)](/companies/nxt.md) | CLASS A COM | $21.2m | 0.8% | 178,035 |  | Added +150,848 |
| [NPK INTERNATIONAL INC (NPKI)](/companies/npki.md) | COM SHS | $18.6m | 0.7% | 1,169,304 |  | Added +69,361 |
| [ALBEMARLE CORP (ALB)](/companies/alb.md) | COM | $18.5m | 0.7% | 137,253 |  | Reduced −85,054 |
| [GE VERNOVA INC (GEV)](/companies/gev.md) | COM | $16.7m | 0.7% | 14,175 |  | Reduced −146 |
| [FERVO ENERGY CO (FRVO)](/companies/frvo.md) | CL A COM | $13.4m | 0.5% | 459,840 |  | New +459,840 |
| [VERTIV HOLDINGS CO (VRT)](/companies/vrt.md) | COM CL A | $8.9m | 0.4% | 26,670 |  | Reduced −275 |
| [QUANTA SVCS INC (PWR)](/companies/pwr.md) | COM | $6.7m | 0.3% | 9,312 |  | Reduced −96 |
| [XPLR INFRASTRUCTURE LP (XIFR)](/companies/xifr.md) | COM UNIT PART IN | $4.0m | 0.2% | 342,633 |  | New +342,633 |
| [OPAL FUELS INC (OPAL)](/companies/opal.md) | CLASS A COM | $4.0m | 0.2% | 1,800,000 |  | Unchanged |
| [ARRAY TECHNOLOGIES INC (ARRY)](/companies/arry.md) | COM SHS | $2.9m | 0.1% | 391,887 |  | Reduced −4,041 |
| [NIO INC (NIO)](/companies/nio.md) | SPON ADS | $1.4m | <0.1% | 284,515 |  | New +284,515 |
| [HESAI GROUP (HSAI)](/companies/hsai.md) | SPONSORED ADS | $1.1m | <0.1% | 60,050 |  | Reduced −620 |
| [WERIDE INC (WRD)](/companies/wrd.md) | SPONSORED ADS | $771.1k | <0.1% | 132,500 |  | Reduced −1,367 |
| [PONY AI INC (PONY)](/companies/pony.md) | SPONSORED ADS | $346.5k | <0.1% | 49,853 |  | Reduced −514 |
| [EHANG HLDGS LTD (EH)](/companies/eh.md) | ADS | $221.6k | <0.1% | 33,825 |  | Reduced −349 |
| [SES AI CORPORATION (SES)](/companies/ses.md) | \*W EXP 12/10/202 | $7.9k | <0.1% | 239,752 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AES CORP (AES)](/companies/aes.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,598,292 |
| [BOEING CO (BA)](/companies/ba.md) | COM | $0 | 0.0% | 0 |  | Sold out −93,653 |
| [CONSTELLATION ENERGY CORP (CEG)](/companies/ceg.md) | COM | $0 | 0.0% | 0 | Call | Sold out −320,000 |
| [DOW HLDGS INC (DOW)](/companies/dow.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,917,631 |
| [ENPHASE ENERGY INC (ENPH)](/companies/enph.md) | COM | $0 | 0.0% | 0 |  | Sold out −488,852 |
| [FEDEX CORP (FDX)](/companies/fdx.md) | COM | $0 | 0.0% | 0 |  | Sold out −159,165 |
| [FORGENT POWER SOLUTIONS INC (FPS)](/companies/fps.md) | COM SHS CL A | $0 | 0.0% | 0 |  | Sold out −528,663 |
| [FTC SOLAR INC (FTCI)](/companies/ftci.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −90,201 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $0 | 0.0% | 0 |  | Sold out −1,240,257 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $0 | 0.0% | 0 | Put | Sold out −518,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001012975-26-000779. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.