Electron Capital Partners, LLC

CIK

1586986

Location

NEW YORK, NY

Portfolio Value

Small $981,398,546

Diversification

Diversified

Filing Date

Global Rank

#869 / 8,232 ▲ 149

Top Industry

Utilities - Regulated Electric 33.4%

3Y Alpha vs SPY

+8.6%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+116.6%

SPY

+76.3%

Annualised alpha

+8.6%

Max drawdown

−26.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

43 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%	$616,215,160	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	$56,691,389
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

11 positions · $981,398,546 total · Utilities only · 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
NEE	Nextera Energy Inc Utilities	Added	2,040,030	+272,603	$189,477,986	+33.5%	19.31%
XEL	Xcel Energy Inc Utilities	Reduced	1,918,768	-17,927	$152,426,929	+6.6%	15.53%
FE	Firstenergy Corp Utilities	Added	2,991,914	+1,519,737	$151,570,363	+130.0%	15.44%
CEG	Constellation Energy Corp Utilities	Reduced	542,724	-37,541	$151,555,677	−26.1%	15.44%
ETR	Entergy Corp /De/ Utilities	Reduced	1,265,320	-174,764	$142,171,355	+6.8%	14.49%
PCG	PG&E Corp Utilities	Added	3,481,382	+1,113,423	$61,167,881	+60.7%	6.23%
NRG	Nrg Energy, Inc. Utilities	NEW	406,835	NEW	$59,454,866	NEW	6.06%
EIX	Edison International Utilities	Reduced	339,669	-4,934	$24,856,977	+20.2%	2.53%
AES	Aes Corp Utilities	NEW	1,598,292	NEW	$22,519,934	NEW	2.29%
MWH	SOLV Energy, Inc. Utilities	NEW	721,298	NEW	$21,660,578	NEW	2.21%
OPAL	OPAL Fuels Inc. Utilities	Held	1,800,000	0	$4,536,000	+7.0%	0.46%