Electron Capital Partners, LLC

CIK

1586986

Location

NEW YORK, NY

Portfolio Value

Mid $2,504,850,992

Diversification

Diversified

Reports for

Electron GP, LLC Electron Infrastructure GP, LLC Zhou Ran

Filing Date

Global Rank

#1,178 / 8,700 ▲ 88

Top Industry

Utilities - Regulated Electric 29.9%

Period ended 3 months ago

Filed Aug 14, 2026 · 31d

26 quarters · since Mar 2020

Portfolio Concentration

45 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.2%

−2.0 pts

Top 5

42.5%

+1.0 pts

Top 10

60.6%

−2.8 pts

HHI

518

Diversified−30

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Utilities	36.5%	$914,992,415	12
Industrials	28.7%	$718,373,974	15
Technology	27.5%	$688,308,421	12
Energy	4.3%	$108,589,135	2
Consumer Cyclical	2.2%	$56,053,775	3
Basic Materials	0.7%	$18,533,272	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
EOSE	Eos Energy Enterprises, Inc.	+1,302,198	6,681,859	$39,289,330
FLEX	Flex Ltd.	+928,941	1,727,715	$280,010,770
XEL	Xcel Energy Inc	+603,406	2,522,174	$202,530,572
PCG	PG&E Corp	+198,038	3,679,420	$61,887,844
ENVX	Enovix Corp	+159,781	4,788,098	$29,063,754
JCI	Johnson Controls International plc	+158,429	622,330	$90,928,636
NXT	Nextpower Inc.	+150,848	178,035	$21,211,089
CGNX	Cognex Corp	+79,229	967,843	$70,091,190
ETR	Entergy Corp /De/	+75,328	1,340,648	$153,986,829
NPKI	NPK International Inc.	+69,361	1,169,304	$18,603,626
WMB	Williams Companies, Inc.	+64,825	1,154,694	$85,839,951
GDS	GDS Holdings Ltd	+50,910	831,889	$24,981,626
KEYS	Keysight Technologies, Inc.	+34,905	199,931	$69,989,845
MWH	SOLV Energy, Inc.	+28,088	749,386	$25,516,593
EIX	Edison International	+18,455	358,124	$26,662,331
CHRW	C. H. Robinson Worldwide, Inc.	+17,721	359,077	$67,628,562
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
TE	T1 Energy Inc.	−2,997,667	2,931,918	$27,794,582
FE	Firstenergy Corp	−944,938	2,046,976	$97,313,239
SEDG	Solaredge Technologies, Inc.	−405,998	672,680	$39,311,419
CEG	Constellation Energy Corp	−256,587	286,137	$71,067,846
ULS	UL Solutions Inc.	−183,356	530,585	$54,045,388
COHR	Coherent Corp.	−174,881	277,072	$109,296,591
NEE	Nextera Energy Inc	−107,130	1,932,900	$169,650,633
MTZ	Mastec Inc	−92,823	620,190	$258,036,251
ALB	Albemarle Corp	−85,054	137,253	$18,533,272
NRG	Nrg Energy, Inc.	−49,200	357,635	$52,236,168
ARRY	Array Technologies, Inc.	−4,041	391,887	$2,903,882
WRD	WeRide Inc.	−1,367	132,500	$771,150
HSAI	Hesai Group	−620	60,050	$1,094,111
PONY	Pony AI Inc.	−514	49,853	$346,478
EH	EHang Holdings Ltd	−349	33,825	$221,553
VRT	Vertiv Holdings Co	−275	26,670	$8,929,649
GEV	GE Vernova Inc.	−146	14,175	$16,653,640
PWR	Quanta Services, Inc.	−96	9,312	$6,705,012
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
FDXF	FedEx Freight Holding Company, Inc.	366,682	$55,368,982
CVNA	Carvana Co.	813,127	$53,520,019
GLW	Corning Inc /Ny	163,766	$41,830,749
PRIM	Primoris Services Corp	415,103	$41,145,009
ES	Eversource Energy	507,164	$36,652,742
WOLF	Wolfspeed, Inc.	571,267	$27,563,632
RIG	Transocean Ltd.	4,652,185	$22,749,184
FRVO	Fervo Energy Co	459,840	$13,441,123
XIFR	XPLR Infrastructure, LP	342,633	$4,046,495
NIO	NIO Inc.	284,515	$1,439,645
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	518,000	$336,876,120
DOW	Dow Inc.	1,917,631	$79,869,331
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	1,240,257	$56,915,393
FDX	Fedex Corp	159,165	$56,691,394
AES	Aes Corp	1,598,292	$22,519,934
BA	Boeing Co	93,653	$18,639,756
ENPH	Enphase Energy, Inc.	488,852	$18,483,494
FPS	Forgent Power Solutions, Inc.	528,663	$15,473,966
FTCI	FTC Solar, Inc.	90,201	$340,959
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

45 tracked positions · $2,504,850,992 total · filing declares 46 positions · $2,504,858,962 · as of Jun 30, 2026

All sectors Basic Materials Consumer Cyclical Energy Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FLEX	Flex Ltd. Technology	Added	1,727,715	+928,941	$280,010,770	+435.5%	11.18%
MTZ	Mastec Inc Industrials	Reduced	620,190	-92,823	$258,036,251	+12.5%	10.30%
XEL	Xcel Energy Inc Utilities	Added	2,522,174	+603,406	$202,530,572	+32.9%	8.09%
NEE	Nextera Energy Inc Utilities	Reduced	1,932,900	-107,130	$169,650,633	−10.5%	6.77%
ETR	Entergy Corp /De/ Utilities	Added	1,340,648	+75,328	$153,986,829	+8.3%	6.15%
COHR	Coherent Corp. Technology	Reduced	277,072	-174,881	$109,296,591	+1.5%	4.36%
FE	Firstenergy Corp Utilities	Reduced	2,046,976	-944,938	$97,313,239	−35.8%	3.88%
JCI	Johnson Controls International plc Industrials	Added	622,330	+158,429	$90,928,636	+49.7%	3.63%
WMB	Williams Companies, Inc. Energy	Added	1,154,694	+64,825	$85,839,951	+8.2%	3.43%
CEG	Constellation Energy Corp Utilities	Reduced	286,137	-256,587	$71,067,846	−53.1%	2.84%
CGNX	Cognex Corp Technology	Added	967,843	+79,229	$70,091,190	+61.0%	2.80%
KEYS	Keysight Technologies, Inc. Technology	Added	199,931	+34,905	$69,989,845	+50.2%	2.79%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Added	359,077	+17,721	$67,628,562	+19.3%	2.70%
PCG	PG&E Corp Utilities	Added	3,679,420	+198,038	$61,887,844	+1.2%	2.47%
FDXF	FedEx Freight Holding Company, Inc. Industrials	NEW	366,682	NEW	$55,368,982	NEW	2.21%
ULS	UL Solutions Inc. Industrials	Reduced	530,585	-183,356	$54,045,388	−11.7%	2.16%
CVNA	Carvana Co. Consumer Cyclical	NEW	813,127	NEW	$53,520,019	NEW	2.14%
NRG	Nrg Energy, Inc. Utilities	Reduced	357,635	-49,200	$52,236,168	−12.1%	2.09%
GLW	Corning Inc /Ny Technology	NEW	163,766	NEW	$41,830,749	NEW	1.67%
PRIM	Primoris Services Corp Industrials	NEW	415,103	NEW	$41,145,009	NEW	1.64%
SEDG	Solaredge Technologies, Inc. Technology	Reduced	672,680	-405,998	$39,311,419	−28.6%	1.57%
EOSE	Eos Energy Enterprises, Inc. Industrials	Added	6,681,859	+1,302,198	$39,289,330	+47.2%	1.57%
ES	Eversource Energy Utilities	NEW	507,164	NEW	$36,652,742	NEW	1.46%
ENVX	Enovix Corp Industrials	Added	4,788,098	+159,781	$29,063,754	+21.2%	1.16%
TE	T1 Energy Inc. Industrials	Reduced	2,931,918	-2,997,667	$27,794,582	+6.8%	1.11%
WOLF	Wolfspeed, Inc. Technology	NEW	571,267	NEW	$27,563,632	NEW	1.10%
EIX	Edison International Utilities	Added	358,124	+18,455	$26,662,331	+7.3%	1.06%
MWH	SOLV Energy, Inc. Utilities	Added	749,386	+28,088	$25,516,593	+17.8%	1.02%
GDS	GDS Holdings Ltd Technology	Added	831,889	+50,910	$24,981,626	−20.6%	1.00%
RIG	Transocean Ltd. Energy	NEW	4,652,185	NEW	$22,749,184	NEW	0.91%
NXT	Nextpower Inc. Technology	Added	178,035	+150,848	$21,211,089	+547.2%	0.85%
NPKI	NPK International Inc. Industrials	Added	1,169,304	+69,361	$18,603,626	+16.7%	0.74%
ALB	Albemarle Corp Basic Materials	Reduced	137,253	-85,054	$18,533,272	−53.6%	0.74%
GEV	GE Vernova Inc. Industrials	Reduced	14,175	-146	$16,653,640	+33.2%	0.66%
FRVO	Fervo Energy Co Utilities	NEW	459,840	NEW	$13,441,123	NEW	0.54%
VRT	Vertiv Holdings Co Industrials	Reduced	26,670	-275	$8,929,649	+32.3%	0.36%
PWR	Quanta Services, Inc. Industrials	Reduced	9,312	-96	$6,705,012	+29.8%	0.27%
XIFR	XPLR Infrastructure, LP Utilities	NEW	342,633	NEW	$4,046,495	NEW	0.16%
OPAL	OPAL Fuels Inc. Industrials	Held	1,800,000	0	$3,960,000	−12.7%	0.16%
ARRY	Array Technologies, Inc. Technology	Reduced	391,887	-4,041	$2,903,882	+1.4%	0.12%
NIO	NIO Inc. Consumer Cyclical	NEW	284,515	NEW	$1,439,645	NEW	0.06%
HSAI	Hesai Group Consumer Cyclical	Reduced	60,050	-620	$1,094,111	−5.7%	0.04%
WRD	WeRide Inc. Technology	Reduced	132,500	-1,367	$771,150	−28.8%	0.03%
PONY	Pony AI Inc. Technology	Reduced	49,853	-514	$346,478	−27.1%	0.01%
EH	EHang Holdings Ltd Industrials	Reduced	33,825	-349	$221,553	−33.2%	0.01%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.