Electron Capital Partners, LLC

CIK

1586986

Location

NEW YORK, NY

Portfolio Value

Mid $2,497,884,678

Diversification

Diversified

Filing Date

Global Rank

#1,064 / 8,623 ▲ 96 · as of Mar 2026

Top Industry

Utilities - Regulated Electric 33.4%

3Y Alpha vs SPY

+5.0%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+85.0%

SPY

+65.3%

Annualised alpha

+4.5%

Max drawdown

−26.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 94% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

43 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.5%

+4.0 pts

Top 5

42.4%

+5.2 pts

Top 10

64.9%

+4.4 pts

HHI

568

Diversified+80

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Utilities	39.3%	$981,398,546	11
Industrials	24.7%	$616,215,165	15
Technology	14.5%	$363,134,066	12
Unclassified	13.5%	$336,876,120	1
Basic Materials	4.8%	$119,780,106	2
Energy	3.2%	$79,320,665	1
Consumer Cyclical	0.0%	$1,160,010	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
TE	T1 Energy Inc.	+2,429,564	5,929,585	$26,030,878
FE	Firstenergy Corp	+1,519,737	2,991,914	$151,570,363
PCG	PG&E Corp	+1,113,423	3,481,382	$61,167,881
GDS	GDS Holdings Ltd	+675,531	780,979	$31,465,643
NEE	Nextera Energy Inc	+272,603	2,040,030	$189,477,986
CGNX	Cognex Corp	+35,630	888,614	$43,533,199
KEYS	Keysight Technologies, Inc.	+4,022	165,026	$46,598,391
WMB	Williams Companies, Inc.	+3,984	1,089,869	$79,320,665
WRD	WeRide Inc.	+773	133,867	$1,082,984
FTCI	FTC Solar, Inc.	+477	90,201	$340,959
HSAI	Hesai Group	+351	60,670	$1,160,010
PONY	Pony AI Inc.	+291	50,367	$475,464
EH	EHang Holdings Ltd	+197	34,174	$331,829
VRT	Vertiv Holdings Co	+156	26,945	$6,751,878
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
ARRY	Array Technologies, Inc.	−2,244,489	395,928	$2,862,559
ENVX	Enovix Corp	−1,425,734	4,628,317	$23,974,682
EOSE	Eos Energy Enterprises, Inc.	−742,235	5,379,661	$26,683,118
JCI	Johnson Controls International plc	−675,690	463,901	$60,747,835
NXT	Nextpower Inc.	−604,539	27,187	$3,277,392
SEDG	Solaredge Technologies, Inc.	−545,144	1,078,678	$55,066,511
ETR	Entergy Corp /De/	−174,764	1,265,320	$142,171,355
PWR	Quanta Services, Inc.	−170,234	9,408	$5,165,180
FLEX	Flex Ltd.	−149,385	798,774	$52,287,746
ULS	UL Solutions Inc.	−141,498	713,941	$61,191,883
MTZ	Mastec Inc	−91,290	713,013	$229,404,802
BA	Boeing Co	−87,828	93,653	$18,639,756
COHR	Coherent Corp.	−48,192	451,953	$107,659,724
CEG	Constellation Energy Corp	−37,541	542,724	$151,555,677
XEL	Xcel Energy Inc	−17,927	1,918,768	$152,426,929
EIX	Edison International	−4,934	339,669	$24,856,977
GEV	GE Vernova Inc.	−1,538	14,321	$12,500,800
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 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
NRG	Nrg Energy, Inc.	406,835	$59,454,866
FDX	Fedex Corp	159,165	$56,691,394
CHRW	C. H. Robinson Worldwide, Inc.	341,356	$56,688,990
ALB	Albemarle Corp	222,307	$39,910,775
AES	Aes Corp	1,598,292	$22,519,934
MWH	SOLV Energy, Inc.	721,298	$21,660,578
ENPH	Enphase Energy, Inc.	488,852	$18,483,494
NPKI	NPK International Inc.	1,099,943	$15,938,174
FPS	Forgent Power Solutions, Inc.	528,663	$15,473,966
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
MMM	3M Co	801,662	$128,346,086
EXC	Exelon Corp	1,645,168	$71,712,873
UAL	United Airlines Holdings, Inc.	391,337	$43,759,303
CAT	Caterpillar Inc	74,761	$42,828,334
CVNA	Carvana Co.	90,864	$38,346,425
SGML	Sigma Lithium Corp	1,112,845	$14,678,425
SHLS	Shoals Technologies Group, Inc.	301,216	$2,560,336
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

43 tracked positions · $2,497,884,678 total · filing declares 46 positions · $2,554,810,217 · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Energy Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust PUT	NEW	518,000	NEW	$336,876,120	NEW	13.49%
MTZ	Mastec Inc Industrials	Reduced	713,013	-91,290	$229,404,802	+31.2%	9.18%
NEE	Nextera Energy Inc Utilities	Added	2,040,030	+272,603	$189,477,986	+33.5%	7.59%
XEL	Xcel Energy Inc Utilities	Reduced	1,918,768	-17,927	$152,426,929	+6.6%	6.10%
FE	Firstenergy Corp Utilities	Added	2,991,914	+1,519,737	$151,570,363	+130.0%	6.07%
CEG	Constellation Energy Corp CALL + SHARES Utilities	Reduced	542,724	-37,541	$151,555,677	−26.1%	6.07%
ETR	Entergy Corp /De/ Utilities	Reduced	1,265,320	-174,764	$142,171,355	+6.8%	5.69%
COHR	Coherent Corp. Technology	Reduced	451,953	-48,192	$107,659,724	+16.6%	4.31%
DOW	Dow Inc. Basic Materials	NEW	1,917,631	NEW	$79,869,331	NEW	3.20%
WMB	Williams Companies, Inc. Energy	Added	1,089,869	+3,984	$79,320,665	+21.5%	3.18%
ULS	UL Solutions Inc. Industrials	Reduced	713,941	-141,498	$61,191,883	−9.3%	2.45%
PCG	PG&E Corp Utilities	Added	3,481,382	+1,113,423	$61,167,881	+60.7%	2.45%
JCI	Johnson Controls International plc Industrials	Reduced	463,901	-675,690	$60,747,835	−55.5%	2.43%
NRG	Nrg Energy, Inc. Utilities	NEW	406,835	NEW	$59,454,866	NEW	2.38%
FDX	Fedex Corp Industrials	NEW	159,165	NEW	$56,691,394	NEW	2.27%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	NEW	341,356	NEW	$56,688,990	NEW	2.27%
SEDG	Solaredge Technologies, Inc. Technology	Reduced	1,078,678	-545,144	$55,066,511	+17.5%	2.20%
FLEX	Flex Ltd. Technology	Reduced	798,774	-149,385	$52,287,746	−8.7%	2.09%
KEYS	Keysight Technologies, Inc. Technology	Added	165,026	+4,022	$46,598,391	+42.4%	1.87%
CGNX	Cognex Corp Technology	Added	888,614	+35,630	$43,533,199	+41.8%	1.74%
ALB	Albemarle Corp Basic Materials	NEW	222,307	NEW	$39,910,775	NEW	1.60%
GDS	GDS Holdings Ltd Technology	Added	780,979	+675,531	$31,465,643	+755.0%	1.26%
EOSE	Eos Energy Enterprises, Inc. Industrials	Reduced	5,379,661	-742,235	$26,683,118	−62.0%	1.07%
TE	T1 Energy Inc. Industrials	Added	5,929,585	+2,429,564	$26,030,878	+11.3%	1.04%
EIX	Edison International Utilities	Reduced	339,669	-4,934	$24,856,977	+20.2%	1.00%
ENVX	Enovix Corp Industrials	Reduced	4,628,317	-1,425,734	$23,974,682	−45.8%	0.96%
AES	Aes Corp Utilities	NEW	1,598,292	NEW	$22,519,934	NEW	0.90%
MWH	SOLV Energy, Inc. Utilities	NEW	721,298	NEW	$21,660,578	NEW	0.87%
BA	Boeing Co Industrials	Reduced	93,653	-87,828	$18,639,756	−52.7%	0.75%
ENPH	Enphase Energy, Inc. Technology	NEW	488,852	NEW	$18,483,494	NEW	0.74%
NPKI	NPK International Inc. Industrials	NEW	1,099,943	NEW	$15,938,174	NEW	0.64%
FPS	Forgent Power Solutions, Inc. Industrials	NEW	528,663	NEW	$15,473,966	NEW	0.62%
GEV	GE Vernova Inc. Industrials	Reduced	14,321	-1,538	$12,500,800	+20.6%	0.50%
VRT	Vertiv Holdings Co Industrials	Added	26,945	+156	$6,751,878	+55.6%	0.27%
PWR	Quanta Services, Inc. Industrials	Reduced	9,408	-170,234	$5,165,180	−93.2%	0.21%
OPAL	OPAL Fuels Inc. Utilities	Held	1,800,000	0	$4,536,000	+7.0%	0.18%
NXT	Nextpower Inc. Technology	Reduced	27,187	-604,539	$3,277,392	−94.0%	0.13%
ARRY	Array Technologies, Inc. Technology	Reduced	395,928	-2,244,489	$2,862,559	−88.2%	0.11%
HSAI	Hesai Group Consumer Cyclical	Added	60,670	+351	$1,160,010	−14.1%	0.05%
WRD	WeRide Inc. Technology	Added	133,867	+773	$1,082,984	−6.3%	0.04%
PONY	Pony AI Inc. Technology	Added	50,367	+291	$475,464	−34.5%	0.02%
FTCI	FTC Solar, Inc. Technology	Added	90,201	+477	$340,959	−65.2%	0.01%
EH	EHang Holdings Ltd Industrials	Added	34,174	+197	$331,829	−25.9%	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.